James Ridley

Atlas Wealth Management Pty Ltd

Gold

9 Yrs Experience

Surfers Paradise, QLD 4217

About James
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Atlas Wealth Management provides specialist advice in expatriate wealth management, Portfolio Management, Superannuation, Financial Planning, Accounting, and Financial Advice. Atlas Wealth was born out of the specific need that Australian Expats, who wanted a certified independent financial advisory service that they could trust back in Australia to look after their investments whilst they went overseas to further pursue their career and life interests.

I consider myself a Specialist Financial Planner with a focus on providing strategic advice to Australian Expats. I have a demonstrated history of working in the investment management industry. I'm skilled in Wealth Creation, Strategic Tax Advice, Portfolio Optimization, Income Tax, Analytical Market Research and Cross-Jurisdictional Tax & Investing Issues.

I want to educate and help as many Australian Expats as possible. The government regulators are constantly moving the 'Red and Yellow Flags' and it is important that expats make the most of their time overseas. I often see Expats caught out by common myths or lack of education and Atlas Wealth is here to cut through this and provide well-rounded wealth strategies.

Superannuation
Managing Debt
Retirement & Pension
Shares & Investments
Cashflow & Income
Complex Investments
Expat Finance
Socially Responsible
Tax Strategies
Growing Assets

Should further consults be required, then we may need to charge for our time, however we will confirm this with you in writing beforehand.

5.00 August 2019

James has provided excellent advice specific for my situation as an Aussie Expat. I'd highly recommend James to anyone looking for investment and tax advice.

5.00 January 2019

Prior to and following my relocation to Singapore, James has been extremely helpful, providing timely, accurate and professional advice on all financial implications associated with my relocation. If you are planning on relocation to another country, you MUST consult with James first.

5.00 August 2018

James was phenomenal, I have spoken to 4-5 advisors over the last 5 years and none of them have given me straightforward and actionable advice. James was different. He not only explained everything to me in an easy to understand way, but he sent me through a checklist for how to complete all the necessary steps. So thorough and so far, I have been able to do everything myself super easily. Thanks again James, you're amazing!

5.00 June 2018

I would recommend James to any future Australian Expat, he is both knowledgeable and trustworthy. I appreciated his transparent approach to implementing our strategy with him. I had a consult with James prior to heading over to Dubai and we were able to do some initial restructuring of a few tax structures I had in place and we are sticking to a wealth accumulation goal for the time I'm over here. They were also able to assist me with some tax concerns I had, as I didn't want to have to pay tax here in Australia while living overseas. James and the team at Atlas Wealth are the ideal service provider for Expats.

5.00 May 2018

I've been working with James now for 3 months. During that time he has been professional, efficient, and an excellent communicator. In short...he is awesome!!! The advice given has exceeded my expectations and put my financial future in great shape.