Martin Jack

Martin is a licensed financial adviser and has built a strong foundation within the financial world. He believes in working closely with his clients to develop a long-term relationship that understands their financial circumstances at deeper levels then face value. Martin is considered a specialist financial adviser to Australian expats who understands the intricacies of dealing with international tax matters and investment decisions.

“My ultimate goal is to provide the fundamental support each client needs to achieve their overall financial objectives, whether this is through wealth accumulation strategies, retirement planning or tax minimalization. I pride myself on being able to contextualize the complexities of the financial environment into easy to understand advice”.

As an expat financial adviser Martin’s specialties are well versed across many of financial planning needs, however can be summarized into the following categories.

1. Superannuation and retirement planning,

2. Investment portfolio strategies,

3. Tax financial planning (optimizing tax outcomes).

Working at Atlas Wealth Management, Martin is able to provide expert advice to his clients who remain abroad, have repatriated or are expatriating ensuring that all his clients are making the most out of their endeavors.