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Financial Planning

IMFG - Identity McIntyre Financial Group

If you want peace of mind and financial freedom, IMFG can provide it with their specialist financial planning advice.

They are dedicated to making sure that your goals become a reality, and with their counsel, you can do just that. They will help you make the right choices when it comes to your wealth, allowing you create, grow and preserve it.

E-Team Member Contact:
Scott Douglas
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Financial Planning for Expats in Sydney

If you live in Sydney as an expat, you will need to consider your financial planning requirements particularly as you grow your investment portfolio.

Key financial planning tips you should know as an expat in Sydney
  • One of the most important things to do on moving to Sydney is to engage appropriate estate planning, which will help you cover a wide range of matters, including the creation of a will.
  • Sound financial planning advice will help you maximise the return on your existing investments and provide a platform to grow your wealth.
  • You should know that superannuation is compulsory in Australia, meaning that you are entitled to it while working in Sydney. You can choose which currency you want the contributions to be made in and how it is invested. Assistance from a financial planner can help you identify the best options to grow your super.
  • When choosing an advisor, it is advisable you choose a provider that can provide international advice. This ensures your wealth position is optimised taking into account your international assets.


Download the Financial Planning Sydney Chapter

The Financial Planning Sydney Chapter written by Scott Douglas, IMFG, provides further detailed information about issues you need to be aware of in regards to Superannuation & Wealth in Sydney.


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