Stacey Martin, NAB Private Wealth, Sydney & founder of Expat Advisors Community
Stacey Martin has been providing personal wealth management and advisory services for more than 20 years to senior executives, business owners and wealthy families. She specialises in working with globally mobile executives in maximising the financial success of their offshore assignments through strategies before departure, whilst offshore and importantly planning return.
Working with other internationally connected accountants, lawyers and migration professionals, the inbound opportunity to assist investment migrants through the Significant Investor Visa program draws on her cross jurisdictional expertise and cultural awareness.
Ivan Chait, Santa Fe Immigration
Ivan Chait has over 25 years’ experience in the migration industry. Santa Fe Relocation is a global mobility company providing complete end to end relocation services. This includes advice and assistance with applications for temporary and permanent residency for Australia, New Zealand and other global destinations.
Clients range from multinational corporations and SME’s relocating their employees internationally, to individual families relocating from a range of international jurisdictions. This includes Significant Investor Visa applicants from South Africa and China.
Thomas Tang, NAB Private Wealth Advisory, Hong Kong
Thomas Tang is a dual licensed financial planner based in Hong Kong who is also an Australian CFP. He provides personal wealth advisory services to Australian expatriates with expertise in wealth management and protection, superannuation and retirement planning, risk management and cross border solutions and expatriate services.
Through the NAB network, Thomas has access to a vast array of specialist services and products including Australia and Hong Kong investment and superannuation fund platforms.
Dale Hoy, Director, InterRetire Ltd
Following a career in audit, tax and business advisory across Australia, UK and Channel Islands, Dale Hoy established an Indonesian based financial planning company providing advisory services to expatriates for 10 years. He developed InterRetire 15 years ago to provide international retirement plans to globally mobile individuals and companies with international operations.
Dale is very aware of the challenges faced by international executives and companies regarding cross border financial planning issues, in particular, tax and retirement planning. Working closely with advisors such as accounting firms, benefit consultants and other financial institutions, InterRetire provides solutions for their international offshore clients in planning their subsequent return to Australia. The platform comprises of four international retirement plans based in Singapore, Hong Kong, Channel Islands and New Zealand.
For more background on international pension strategies check out: www.interretire.com
Ben Weeding, Buyside