Atlas Wealth Management
50 Appel Street, Surfers Paradise, Queensland 4217
About the Business
Welcome to Atlas Wealth Management, located in the heart of Surfers Paradise on Appel Street. As a leading institution in accounting, establishment, finance, and a point of interest, we specialize in providing global tax, financial advice, and mortgage solutions for Australian expats.
At Atlas Wealth Group, we understand the unique financial challenges that Australian expats face when living abroad. With our team of financial planning, tax, and mortgage experts, we are dedicated to helping you navigate the complexities of managing your finances while living overseas.
Our Australian Expat Tax services are designed to ensure that you remain compliant with Australian tax laws while maximizing your financial benefits. Our experienced team at Atlas Tax specializes in the preparation of Australian tax returns for expats and businesses. We also provide expert advice on tax residency and structuring, helping you develop an effective tax strategy tailored to your specific circumstances.
When it comes to securing a mortgage as an Australian expat, Atlas Mortgages has you covered. Our team works diligently to speak with 30 Australian Mortgage Lenders and review over 500 Australian Mortgage products. This ensures that we can help you find the right loan that suits your needs and circumstances, making the process as smooth as possible.
As part of the Atlas Wealth Group, we are comprised of several organizations, each registered as a separate legal entity in the jurisdictions in which they operate. We are licensed and regulated by the relevant authorities, including Atlas Wealth Management Pty Ltd (ABN 98 152 187 098) with AFSL 471653, Atlas Wealth Management (DIFC) Limited regulated by the Dubai Financial Services Authority License No. F005228, Atlas Tax Pty Ltd (ABN 36 664 334 409) as an Australian Tax Agent, and Atlas Mortgages Pty Ltd (ABN 93 646 699 863) as an authorized credit representative of Mortgage Specialists Pty Ltd, Australian Credit Licence Number 387025.
At Atlas Wealth Management, we are dedicated to ensuring that your financial wellbeing thrives alongside your career and personal life. Trust us to provide you with expert advice, tailored solutions, and peace of mind when it comes to managing your finances as an Australian expat. Contact us today to start your journey towards financial success.
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Contacts
50 Appel Street, Surfers Paradise, Queensland 4217, Australia
Hours open
Monday:
08:30 - 17:00
Tuesday:
08:30 - 17:00
Wednesday:
08:30 - 17:00
Thursday:
08:30 - 17:00
Friday:
08:30 - 17:00
Saturday:
Closed
Sunday:
Closed
Reviews
"Mitchell and the Atlas team helped me with my Australian investments while I was residing overseas. They navigated a complex situation accurately; very responsive and with great advice. Highly recommended."
"Connected with James some time ago and he has been a breath of fresh air when it comes to managing our retirement plan as Aussies abroad, currently in the US. We are likely to move countries one more time before retiring in next 5 years and our experience has been first class."
"Well, where do I start. 3 & 1/2 months of wasted time. I’ll work with that. We truly felt as though we were this broker’s very first customer and that our questions about getting a mortgage were all too hard to deal with. Atlas Mortgages was hard to deal with, felt distant all the time, was proven to be ignorant of how banks’ lending policies work, and gave so much inaccurate advice that I simply can’t fathom how this broker still has a job. Only way to contact the broker was using a 3rd party appointment booking website. Wouldn’t talk to you outside of an appointment The office assistant, if they answered the phone, sounded like I’d just woken them at 8am Saturday morning after a big night out. I had to explain who I was every time I spoke to them. No client memory. The paperwork – 3 lots of paperwork, all had to be marked up, amended, and sent back. Again, had to book meetings using the 3rd party app to discuss that. Even basic math was a challenge. Don’t even start on their complete inability to transcribe numbers provided in writing across to a form (or into the system that creates the form). It was amazing how inaccurate the forms were that were presented to us for approval before submission. Advice received was beyond bad. There was little to no understanding of the process, no understanding of our situation, and the advice that was given was later proven to be wholly inaccurate. We failed with one lender due to a change in policy which ruled us out of their lending criteria. No-one’s fault there, but the second lender was given bad information, and by the time that was fixed the lender decided that we were too big a risk. All based solely on the fact that information was not picked up in initial meetings by the broker as being a potential concern that we should rectify. Finally, all that was suggested in the end was to try the modern-day equivalent of a loan shark if we wanted to proceed because we were steadfastly told that the big 4 wouldn’t touch us. Well, here we are 4 weeks later, with a new broker, and an approval from one of the big 4. The service from the new broker was exemplary, guided us the whole way, and helped us achieve things that Atlas told us were impossible to achieve All I can say is, Mortgagee beware…."
"Atlas Wealth and James Ridley in particular have been a breath of fresh air when I approached them to provide advice on my repatriation back to Australia. From the outset, James was informative, knowledgeable, transparent and super helpful. A consummate professional with deep and broad knowledge of the Australian financial landscape without the traps of offshore investing and long term commitments. If you need financial advice, you've found the right guy in James. I cannot recommend James highly enough."
"Brett and the team at Atlas Weath are outstanding. They understand the financial and tax complexities of Aussie expats and give professional, personalised advice in a way that’s easy to understand. I hug hly recommend their services if you’re living abroad (or considering it)."
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