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Atlas Wealth Group

Australian specialist in cross-border financial advice, tax and mortgages for expatriates.

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Highlights

Established 2011
Founded by Brett Evans to serve Australians living overseas.
Clients in 60+ countries
Atlas Wealth Group's current website states that it serves Australian expatriates across more than 60 countries.
Over $650m in assets managed
Reported on the firm's homepage.
30 Australian mortgage lenders
Atlas Mortgages says it works with 30 lenders and reviews more than 500 mortgage products.
2 operating locations
The group lists offices in Surfers Paradise, Queensland, and Dubai International Financial Centre.

About Atlas Wealth Group

Atlas Wealth Group was established in 2011 by Brett Evans to provide tailored financial advice to Australians living and working overseas. The group operates through separate entities covering wealth management, tax and mortgages, with operations in Australia and Dubai.

Its core work is cross-border advice for Australian expatriates, including pre-departure planning, ongoing financial and tax advice, superannuation, investment management and repatriation planning. It also provides mortgage brokerage, working with Australian lenders and reviewing products for clients abroad.

The firm's distinctive strength is its narrow focus on Australian expatriates rather than generalist wealth management. That requires coordinating Australian assets, superannuation, tax residency, currencies and the regulations of the client's country of residence.

Current openings

0 live · 1 total
Associate Wealth Adviser
Graduate · UK
Closed
TBC

Sources

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