(929) 333 6037 [email protected]

Expat Wealth Management

Financial advice for expat professionals

Expat Tax

Expat Investment

Expat Insurance

Considerations for expat professionals

Will my existing insurance still protect me while living overseas?

Is there a good or a bad time to become a US resident for tax purposes?

What does the IRS have to do with my business in Australia?

How do I make an insurance claim while living in the US?

Making the most of US Pension, UK Pension & superannuation assets

How do I keep my passive investments back home working hard for me?

“Professional and timely in their dealings. Went above and beyond to ensure we got the home loan deal. Would highly recommend to anyone

Rebecca Coldrey

A family member was looking to purchase a property in Melbourne and I came across the hfinance team when we were shopping around. They’re very knowledgeable, professional and very easy to deal with. I highly recommend them to anyone looking for mortgage products in Australia.

Sandeep Galketiya

Professional service. The team helped in providing credit advice around my borrowing capacity, what the lenders require as an expat to get a loan, the costs involved and kept me in the loop all the way until settlement. Would recommend!

Tinny Liu

Join Us

We take the time to understand our clients

We understand the challenges that Expats across the globe face. By taking the time to understand their goals and objections, we pride ourselves on providing professional wealth management advice.

Contact Us

(929) 333-6037

Speak with an Expat wealth manager today. Input your details and an Expat wealth manager will contact you within 24 hours.