Are you an Aussie expat thinking of moving back home from Geneva?
Let us help you plan your successful repatriation. Book a MeetingContact UsOur expert advisers can help you work through these important considerations:
Current international investments tax efficient upon return to Australia
Reviewing capital gains made whilst in Switzerland
Reviewing rules around tax-residency
Selling assets to be compliant and tax efficient
Existing and new insurance policies
At Kenwell, we believe your financial goals and personal goals are inseparable.
By working with us through your financial issues, obligations and status, before your move, you can relax into your return, reconnecting with what’s important: family, friends and your community.
Our Five Pillars of Wellbeing for your Repatriation are:
1. Do you have a clear plan or set of goals about returning to Australia?
When you plan for the life you aspire to, your financial decisions become easier.
Let our financial planners help you uncover what you feel makes life meaningful so you can visualise where you want to be and how you are going to get there. To get you on a successful path, you need to bring your money and life goals together into one holistic plan.
Work collaboratively with our team of experts upon your return for the necessary guidance and financial advice needed for a seamless transition back home. Think of us as your financial planner, wealth advisor, friend and bodyguard all at once.
We have the services on hand to ensure your finances are the last of your worries. Contact us today to speak with a skilled expert in the areas of asset management, wealth management and any other financial services you might need for an easy move back home.
2. Are you ready to withstand any financial shocks?
Moving countries, no matter how familiar, can cause huge changes in your life and finances, let’s give you some resilience to weather the side effects. The thought of being hit with an event that could affect your finances can keep anyone awake at night.
Work with us for the right financial advice and financial services tailored to your needs, so you can focus on what makes you happy and free your arrival up to spend time with the ones you missed so dearly.
Offering an array of services, we can provide you with the right person for you to lean on for support. Whether this is an Asset Manager, Financial Advisor, Wealth Advisor or another one of our skilled experts, oane simple conversation with us can set you up for success.
3. What are your financial options?
Are your investments still fit-for-purpose? Australian compliant and tax efficient? Our experienced team understands various jurisdictions and believes in minimising your liabilities and maximising the wealth you have.
We understand that moving home can be a stressful time and you want to spend your time celebrating being back with your family and friends.
As trusted financial advisors, we work with our clients to provide financial services and develop tailored solutions for their future needs. Our team specialises in advising investors of all types including wealth management and asset management upon your return to Australia, so you don’t have to worry about it.
4. Are you in control of your daily finances?
Any move can be costly but with a clear plan and guidance from our team, you can have the confidence to spend what you need with greater financial security.
Stay in control with a team of experienced financial advisors ready to assist you with your needs, whether you require assistance in wealth management or an asset manager to turn to. A comprehensive plan will be put into place to keep you on track for success.
5. Have you prepared for the future?
Have you considered your Pillar 2 and Pillar 3 Pensions? Is your health and Life insurance still valid? These considerations are easy to overlook when preparing to move back home, but if not made a part of your repatriation plan, can have significant implications.
Whether you’re returning as an individual or with a business, speak to one of our asset managers today to ensure you are making the best of your finances.
You are the company you keep, so get in touch with Kenwell today to help you stay on track for the life you want to live.
With offices in Geneva, London and Perth, Kenwell’s financial advisers can assist you with every step of your relocation, offering a helping hand before and after you step on that plane home.
Whether you’re a working family, corporate singles, retirees, entrepreneurs or digital nomads, we will provide you with a personalised financial repatriation plan so you can disembark with confidence and look forward to the next stage of your life back in Australia.
Book a meeting with a Kenwell financial adviser today or contact us for more information.
Moving between countries is a challenging time. You change locations, cultures and probably jobs and friends too. On top of that, you need to find a trusted adviser who can understand the impact this can have on your financial life plans.
After I moved from Australia to Switzerland, I co-founded Kenwell because I couldn’t find a trusted adviser to help me navigate new tax laws, currency impacts and tax residency issues in a way that supported my life goals. Living a trans-national life can be lonely – but it doesn’t need to be.
Patrick Canion MAppFin GAICD
MANAGING DIRECTOR OF SWITZERLAND & FINANCIAL LIFE PLANNER