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Global Financial Planning & Visa Services

Integrated Visa and Financial Advice

Montfort International work in conjunction with a registered migration agent to provide integrated visa and financial advice to individuals relocating to Australia and New Zealand. In particular we specialise in advising clients migrating under the following visa classes:

With our team of tax advisers, financial planners and Australian migration agents, we are well positioned to advise on the potential tax savings available to those migrating under certain Temporary Visa classes such as the Investor Retirement Visa.

We can advise on all financial aspects of your move, including tax, investment and pension advice tailored to your visa strategy. Selecting the right visa for your circumstances can result in certain types of income being exempt from Australian tax, and providing a tax haven type environment.

Registered Migration Agents are governed by the MARA Code of Conduct, which sets out the mandatory standards of ethics and professionalism that all members must abide by.  They are also obliged to undertake a compulsory process of Continuous Professional Development, which ensures current knowledge on government policy and regulations, visa processing, and new developments in the migration arena. To speak to our Australian migration agent you can contact us here.

Click here to contact us with specific queries.