AHR Australia provides world-class financial services tailored to the unique needs of Australian citizens and expats residing in Australia.
Our deep understanding of local and global markets ensures that your financial strategies are expertly designed to help you achieve your goals, whether you’re managing wealth, securing your retirement, or investing in property.
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We specialise in helping both Australians and expats manage their finances across borders, providing tailored solutions that align with your specific goals – whether you’re managing wealth locally or internationally.
AHR Australia operates under strict Australian regulations, ensuring every piece of advice and service we offer is compliant, transparent, and personalised to meet your individual needs.
We offer holistic financial planning for every stage of life, from retirement and tax planning to property investment and wealth protection, helping you achieve long-term financial success.
Our pricing is clear and competitive, offering exceptional value with significant discounts for clients who engage in multiple AHR services, ensuring you get the best possible service without hidden costs.
Fragmented Advice: Many people receive uncoordinated advice from multiple sources across countries.
Holistic Solutions: AHR Australia provides integrated financial planning under one roof, offering local and global expertise.
UK Pensions Left Untouched: British expats often leave their pensions unmanaged in the UK, missing opportunities.
Optimised UK Pension Transfers: We specialise in transferring UK pensions to Australia, maximising tax efficiency and long-term growth.
Complicated SMSF Management: Managing SMSFs is time-consuming and risky for those unfamiliar with Australian regulations.
Simplified SMSF Advisory: AHR Australia simplifies SMSF management, ensuring compliance and maximising returns.
Missed Superannuation Opportunities: Multiple superannuation accounts can lead to potentially higher fees and missed growth opportunities.
Superannuation Consolidation: We consolidate super accounts, reducing fees and boosting the potential for growth.
Outdated Retirement Planning: Retirement plans are often static, without adapting to new life stages and evolving goals.
Dynamic Retirement Planning: Our retirement planning strategies evolve with your changing needs and goals.
Tax Complexity Across Borders: Managing tax across multiple countries can be complicated and costly for expats.
Cross-Border Tax Expertise: We simplify cross-border tax planning, ensuring compliance and optimising tax efficiency.
Limited Lending Options for Expats: Expats often struggle to secure favourable lending terms due to their status.
Specialised Expat Lending Solutions: We offer tailored lending options for expats, securing competitive rates suited to their needs.
Lending Challenges for Australians: Australian citizens may find it difficult to get competitive mortgage rates and local advice.
Tailored Lending for Australians: We provide competitive mortgage rates and local expertise for home loans, mortgage renewals, and refinancing.
No Property Portfolio: Many individuals struggle to start a property portfolio without clear guidance.
Strategic Property Portfolio Management: We offer expert advice on building and managing a successful property portfolio in Australia and abroad.
Lack of Trust Structures: Many overlook establishing tax-efficient structures like trusts, leaving assets unprotected.
Optimised Trust Structures: We help establish trusts to protect your wealth and ensure tax-efficient succession planning.
Complex Australian Tax Returns: Navigating Australian tax returns can be frustrating and time-consuming.
Expert Australian Tax Returns: We ensure compliance and maximise deductions with our tailored Australian tax return services.
Generic, Reactive Advice: Traditional financial advice is often reactive and lacks personalisation.
Proactive, Personalised Advice: Our proactive approach ensures your financial strategy evolves with your life and goals.
Download the AHR Australia Financial Services Guide to understand our operations and how we navigate each step of your financial journey with us.
Navigating your financial future with AHR Australia is a streamlined process designed to provide clarity, confidence, and customised solutions at every step. Here’s how we work with you to create a financial plan that aligns with your goals:
Your journey begins with a complimentary discovery call. During this session, we take the time to understand your financial aspirations, current circumstances, and any specific challenges you face.
This is an opportunity for you to ask questions and for us to gather the information needed to tailor our approach to your unique situation.
After our initial consultation, our team of experts will analyse your financial position in detail.
We assess your assets, liabilities, income, and expenses to develop a comprehensive strategy that addresses your needs – whether that’s optimising your SMSF and superannuation, managing investments, transferring a UK or international pension, or protecting your wealth.
We ensure that every recommendation is aligned with your short-term needs and long-term goals.
We present you with a detailed financial planning proposal, outlining our tailored strategies.
This proposal includes specific recommendations on investment management, protection strategies, pension transfers, and financial structures designed to enhance your financial growth and security.
We walk you through each element of the plan, ensuring you understand how it benefits your financial future.
Once you’re satisfied with the proposed plan, we move forward with implementation. Our team handles all the necessary arrangements, from setting up accounts to executing investment strategies.
But our commitment doesn’t stop there—ongoing management and regular reviews ensure your financial plan adapts to changes in your life and the financial landscape.
Your financial plan is a living document that evolves with your needs. We provide continuous support, offering regular reviews to ensure your strategy remains aligned with your goals.
Whether you experience life changes, market fluctuations, or simply want to reassess your objectives, we’re here to adjust your plan to keep you on track.
Speak with one of our experts during a complimentary 15-minute call, and you’ll receive: