Moving to a New Country? We're Here to Help
WE'RE HERE TO HELP AMERICAN AND AUSTRALIAN EXPATS EVERY STEP OF THE WAY.
International Financial Planning
If you're navigating financial lives in more than one country, our team at Clarity Wealth Development is here to help make your financial future as clear as possible.
Hi! I'm Kim Hall, and I specialize in international financial planning. I immigrated to the US when I was in high school and have seen several of my family members move abroad -mostly to Australia, which has made cross-border financial planning important to me on a personal level. As a Certified Financial Planner professional, I specialize in global financial planning (Australia-US) for the benefit of both my family and our clients at Clarity.
Here are a few of the services we can help you with:Retirement planning: Coordinating US retirement plans, Superannuation, social security and pension plans to create a tax efficient income strategy for retirement
Insurance review: Ensure that you have the proper coverage for your unique situation
Departure Checklist: Make sure you don't miss any important details as you prepare for your international move
Estate Planning: Globally compliant estate planning
Investment Management: Tax efficient investment management
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