Financial Planning

By: Atlas Wealth Management  17-Oct-2011
Keywords: Financial Planning, Superannuation, Australian

 

From time to time it is important to take stock of what you have and where you want to go. This is where a financial plan can come into play. Atlas Wealth Management works with financial planners who are specialists in providing financial plans to expatriates.

 

There are a number of events that provide a good opportunity to arrange for a financial plan to be conducted. These can include:

 

* Change of financial circumstances. Examples of this can include:

  •    - A change in career or position in the work force
  •    - Sale of a business or other investments
  •    - An inheritance

 

* Change of personal circumstances. Examples of this can include:

  •    - Moving from Australia to work overseas
  •    - Leaving a job overseas to return to work or retire in Australia
  •    - Marriage or divorce

Keywords: Advisors, Atlas, Australian, Australian Stock Exchange, Certified Financial Adviser, Expatriate, Financial Advice, Financial Adviser, Financial Planning, Independent Financial Adviser, International, Investor, Portfolio Management, Shanghai, Shares, Stock Exchanges, Superannuation, Wealth,

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