As an Australian resident with US investments, I'm in search of an experienced financial advisor that is proficient in cross-border investment strategy, tax planning and portfolio management.
- Investment Strategy: My current investment strategy is not working out and I need a fresh approach to it. Therefore your skills should include ability to analyze and determine profitable investment plans suitable for my situation.
- Tax Planning: Understanding the tax implications of my investments in both US and Australia is vital. You'll need to be confident navigating the tax scenarios in both countries.
- Portfolio Management: My portfolio needs careful handling due to my location. If you have experience managing portfolios for international clients, particularly US investments for Australian residents, that will be a great advantage.
My current financial advisors have not been able to handle my investments because I live in Australia, hence the need for this switch. If this is a situation you're familiar with and confident about handling, I'll be eager to work with you.