Atlas Wealth Management is a specialist in providing financial advice to Australian expatriates. Whether you are based in Shanghai, Dubai or further afield, we have the experience in providing wealth management services to the expatriate community.
Atlas Wealth Management was born out of the demand from expatriates who wanted a wealth manager they could trust back in Australia to look after their investments whilst they went overseas to further their careers and life experiences.
We understand that your requirements are more sophisticated than that of an average investor which is why we focus on providing a specialised service. There are a lot of peripheral issues that need to be dealt with when you live overseas and that is the reason why you need to deal with someone who not only understands your situation but has the experience in providing advice to investors who are in the same situation.
Atlas Wealth Management understands that when it comes to managing your wealth, one size does not fit all. In order to provide you with the best service, it is imperative that you have access to all asset classes and product types so that a tailored solution can be designed. We are able to offer advice, dealing and access to the following products services:
Along with our industry associates, we are able to provide advice, dealing and access to the following products and services:
• Australian Shares
• International Shares
• Portfolio Management
• Superannuation
• Financial Planning
• Expatriate Tax Accounting
Offices:
Suite 2503, Level 5, Tower 2
5 Lawson Street,
Southport QLD 4215
Australia
PO Box 1117
Southport BC QLD 4215
Australia
Phone: +61 7 5665 3622
Fax: +61 7 5665 3699
3/F Silver Tower,
No. 85 Tao Yuan Road,
Shanghai 200021 PRC China
(By Appointment Only)
Phone +86 21 6157 7501
Fax +86 21 6157 7333
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