AREAS OF EXPERTISE
- Australian Insurance
- Australian Equities
- Global Portfolios
- Tax Advice / Returns
- Property / Mortgages
- Accounting Services
- Estate Planning
The specialist tax and accounting services as well as mortgage solutions offered by our partners are via referral only. Note that these Firms are not authorised by NEO Financial Solutions Pty Ltd and therefore NEO Financial Solutions Pty Ltd and Australian Expatriate Services are not responsible for the advice/services provided by these Firms.
At Australian Expatriate Services (AES), we specialise in providing solutions to the unique requirements of Australian non-residents via our Australian qualified and licensed Advisors.
We have been providing these services to expatriates for more than 25 years.
CLIENT FOCUSED ADVICE
Client satisfaction and our reputation are absolutely integral parts of our business. We have been based in S.E.Asia & the Middle East for more than 25 years and throughout that period have established significant partnership with our clients. We are dedicated to helping clients through all stages of their financial lives ie moving offshore, residing offshore and returning home.
TAILORED FINANCIAL PLANNING
We appreciate that the key to providing high-quality advice is ensuring that the advice is tailored to our client’s specific situation and needs. We’re all different, with our own specific goals and objectives that we wish to achieve. We all have different attitudes to investment and risk, and we all have contrasting needs when it comes to how much risk insurance we need, or on how much we would like to retire with. By providing tailored advice to our clients we are able to develop a strategy that is the right fit for you.
PEACE OF MIND
Our main goal is to help Australian expatriates meet their financial and lifestyle goals and protect their families. But we also work hard to provide you peace of mind. Regular reviews of your financial plans are conducted as an integral part of AES’s service, ensuring your financial plan is up-to-date and matches your current and future financial needs.
AES Authorized Representatives are highly skilled professionals who are fully qualified in Australia. In addition, we apply international educational filters to our Advisers (on top of industry standards) to ensure that our advisers are highly knowledgeable, well trained and able to provide quality advice.
More than 60,000 Australians leave our shores every year to live overseas for 12 months or more, according to the Australian Bureau of Statistics. Whether you are lured by the opportunity to advance your career, build wealth, take advantage of low-tax jurisdictions or simply seek a new adventure, there are major financial considerations before leaving, while living abroad and upon returning to Australia.
DID YOU KNOW?
Life insurance in Australia: The January 2014 KPMG/Financial Services Council report into underinsurance found that:
- The highest levels of underinsurance were for men and women aged between 45-64.
- This group held between 74%–83% less than the adequate amount of insurance for their situation.
- The 18–29- and 30–44-year age groups displayed similar levels of underinsurance with each other, holding about 50% of the adequate amount of insurance for their situations.
MEET OUR QUALIFIED ADVISERS
Cameron has been providing financial services advice to Australian expatriates throughout the Middle East & Far East for over 25 years. He is an Associate of the Australian Society of Certified Practicing Accountants (ASA), Senior Associate of Financial Services Institute of Australasia and Affiliate of the Financial Planning Association of Australia.
After working in the Australian market with one of the big four Australian banks, Craig made a decision to move to the offshore market and currently runs a team of expat advisers in Dubai, UAE.
Darren is a Director of AES and heads Administration, Operations and Compliance. With 20 years experience in Financial Services, including positions at Adelaide Bank (Leveraged Equities) Sydney, Coutts Private Bank London (International Private Banking) and now over 10 years with AES, he is a core member of our team.