Categories: Move to Australia

Financial Planning: Asset management and transfer to Australia

MOST people like you and me just don’t have the time anymore to stay up to date with the world of information overload in which we currently live. The only constant, it seems, is change and as a first-world country, Australia is no different.

Moving to Australia presents its own unique challenges, and it often takes time to absorb all the new information, specifically with respect to your finances. That is why a lot of people these days make use of a financial planner (or planners), and contrary to popular belief, they don’t have to cost you a fortune.

Australia’s major banks are an option when looking for advice on financial planning. At The Commonwealth Bank of Australia, for example, the financial planners are able to advise you on the financial complexities of moving to a new country, and can provide information on:

  • Retirement planning
  • Investments
  • Tax-effective investments
  • Managing debt
  • Insurance
  • Superannuation
  • Self managed super funds
  • Estate planning

As part of your initial appointment with your Commonwealth Bank relationship manager at your local branch in Australia, a financial assessment will be run through with you, where they can find out about you and your finances, and to provide advice on specially tailored products to you.

Moving to Australia shouldn’t be a hassle or a stress, and with the appointment of a properly accredited financial advisor, you can feel safer in the knowledge that your finances are in discerning hands and you can get on with the important things, such as adjusting to your new job or enjoying the awesome Australian lifestyle with your loved one and/or your family.

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Move To Australia: In association with Commonwealth Bank of Australia, helping with all your banking and foreign exchange needs. 

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