 |
The Wealthy Aussie Expat Interview Series
created for the “on-the-go” Aussie expat. Turn your travel or exercise time into the most educational 3 ½ hours you will ever have. Seven experts talking without jargon or agenda…unscripted …unrehearsed. |
By Todd Pallett
Dear Fellow Australian,
When I first became a non-resident of Australia in 2002, I landed in Hong Kong not knowing anything about the tax complexities, the loopholes, the regulations, the insurance confusion or the property concerns of Australian expatriates living abroad.
All the questions just kept coming up each meeting I was having with clients.
I needed to find advisers in various fields that could help me understand all the offshore issues and how they were interwoven with onshore complexities. I started my search and found again that not everyone had the answers. But if I could meet with them, ask them questions and glean enough information, I could work out the puzzle myself.
After much trial and error (meaning I hired and fired a lot of people), I found an inner group of specialists who served as my private advisory board or inner circle of counsel. People I know I could call on at any time to ask intelligent questions and get intelligent answers but also intelligent options to consider.
The panel of experts consists of advisors that collectively hold:
- 5 University Degrees
- 2 Masters of Taxation (Australia)
- 2 Taxation Lawyers
- Over 28 Years of Australian finance experience
- Over 13 years of financial planning experience
- 2 Self-Managed Super Fund specialists
- 3 lawyers capable of working with the taxation office to gain legal opinions for their client
- …and 1 property manager and renovator
My private advisory board today consists of the following professionals
- For Australian Real Estate: Patrick Bright
- For Australian Property Finance: Tony McCoy
- For Hong Kong Wills and Estate Planning: Raymond Tong
- For Australian Wills and Estate Planning: Andy Palmer
- For Australian Tax Structuring: Guy Brandon
- For Foreign Superannuation and Offshore Structuring: Craig van Wegen
All these professionals were gracious with their time and patience. Giving me many hours of counsel, direction and guidance. But even better than that, I started using them as my third party specialists for my own clients.
I had built up such a solid network that any client coming through the door was going to get a team of specialists that I was going to lead. Pulling out the best person for the job each time I recognized the problem or challenge at hand.
So I decided to interview each one of the specialist and for the first time ever put it on a CD. There is over 3½ hours of information on this CD but there is literally over 100 years of hands on experience lying on that shiny disc.
Each one of these experts is an entrepreneur in their own right and all run their own businesses within their special niche.
Take advantage of this accelerated learning audio to fast track your knowledge and make sure you use your time wisely as an Aussie Expat living outside Australia. It doesn’t matter where you live, the principles and concepts in this audio will apply to your time abroad.
WARNING! Listening to this audio will mean you will know 95% more than most offshore advisers when it comes to Aussie expats. Don’t speak to a financial adviser until you have listened to this entire audio.
Experience gathered from Australia’s top tax lawyers, estate planners, property experts, finance specialist and financial adviser.
Each interview is unrehearsed. There are no scripts. We are keeping this information fresh and spontaneous so we can see the true wisdom each of these experts has developed over thousands of transactions in their respective fields.
I consult for $350 AUD an hour
If you consider that I charge my own clients $350 AUD an hour and other experts on this audio regularly make over $30,000 AUD per transaction on the advice they give to clients…then you have well over $2,000 AUD (at least!) in education value in this audio.
This is not to impress anyone. I only tell you this so you properly value the contents of this audio.
In the last 10 years alone I have personally written over 1,000 financial plans. I can’t speak for the other panel speakers but I would hazard a guess that they have handled at least that number if not more in their respective fields.
People rarely value what it is they get for free. Sometimes, the most valuable assets are the ones you take for granted.
But I’m going to give you one of these interviews free
Over 28 minutes of great content from one expert to you…absolutely FREE. He talks about the issues surrounding the most asked about topic by every Aussie expat. Yours with our compliments…no obligation. We want to give you as much value upfront as possible because we find the more informed people become, the better chance we have at working together down the track.
Get your FREE AUDIO track now. Free Audio Track
You will receive an email with a secure link that will direct you to the download page. You can then download your FREE audio track (MP3) or if you don’t have an MP3 player you may listen to the interview online.
Your details are completely safe. We respect your privacy. You will only ever be added to the newsletters of the financial advisory firms that Todd is licensed with in Hong Kong and Australia. We never send spam emails and you can unsubscribe immediately any time. We dislike spam as much as you.
So now, if you’ve read this far then…
I have to assume you’re interested in grabbing a copy of this audio. So I am going to tell you some of the reasons why this audio will help any Aussie expat who is floundering offshore (or Aussie resident thinking about leaving to work offshore) with so many unanswered questions.
After listening to this audio, here is what you will know:
- Find out why offshore banks will normally give you better lending rates and higher loan amounts than local Australian banks.
- How to make life insurance tax deductible when you go offshore…and pay for it in pre-tax dollars.
- How to put unlimited amounts of assets into an offshore tax structure that allows protection and tax efficiency when you return to Australia…and the Australian Taxation Office will know all about it and be pleased.
- The little known secrets of the wealthy Aussie expat when it comes to designing their share portfolio…you won’t believe how simple it is.
- Why only 1 in 39 fund managers actually ever beat the index they are competing against.
- Why buying off-plan property in Australia is riddled with danger and what the developers don’t tell you.
- The BEST Australian trust you can use to ensure your children won’t ever be penalized on their income whilst they are under 18.
- How to prevent your children from becoming orphans when living offshore.
- The reasons why Australian insurance products are on average 30-50% cheaper than products offshore…and why they have better policy wording.
- Learn the rules of the game for multicurrency loans so that you never have a margin call or get stuck the wrong currency.
- Strategy to split your income with other family members if you become disabled.
- Which strategy makes up 92% of the success of any share portfolio…and it’s not about share selection.
- Why you should have two wills if you live offshore with your family and have assets back in Australia.
- How to hunt for Australian residential property and buy it without getting ripped off! (You may not even be at the auction!)
That’s only a glimpse of what is install. There is plenty more to come.
All of this comes from the wealth of experience gathered from these experts.
Between them they have managed to do the following:
- Purchase over $500 million AUD in Australian property
- Write over 2,000 wills for Australians and their families
- Insure over 1,000 Australians and their families
- Structure over $100 million AUD in offshore assets…legally!
…to name a few.
If you still aren’t sure of the value we are giving here then we have added a guarantee for every person who buys it and it never fails.
My SOLID GOLD One Year Guarantee
We believe you will gain so much valuable information that has been gleaned from over 10,000 face to face meetings with Aussie expats that if you are not completely satisfied with what you have learned on this CD, you have one entire year to enjoy it and return the CD for a 100% “No Questions Asked” fair dinkum refund.
“WHY WOULD WE GIVE A ONE YEAR GUARANTEE?”
Two reasons actually.
Firstly, my experience as an expat myself is that I’m very busy and if there is a 30 day money back guarantee, I’m probably not going to listen to it in time. I may take the CD on my next holiday but I don’t want that nagging little deadline in the back of my mind that I “HAVE TO” listen to it. A “ONE YEAR” deadline is more realistic.
Secondly, my clients find the CD is a resource or guide they constantly go back to. Something you will keep coming back to time and time again to check that you have understood a strategy or snippet of information – or are about to take action and want to recheck the rules of the game.
Take a year to listen to it…except that a lot can happen in that time. Clients always tell me…“I wish I had spoken to you 5 years ago when I landed. I would be so much further ahead”.
Go ahead and buy the CD now with NO RISK. All the risk is on me to make sure you get the value you deserve.
So enjoy!
1st BONUS! – Free Transcribed Notes
It occurred to me that when I finished the audio that so many people like to go back over their notes to further understand what was being said and on an audio it’s hard to remember the speaker and the spot where the information most important to the listener is stored.
So I decided to get the entire audio transcribed at my expense (cost me over $200 USD to do it) so that you can read the entire interview as well. Make notes, highlight areas and re-read at your own pace as we have added the transcriptions FREE once you buy the audio. Simply download them instantly.
The most expensive item in the world is bad information…so I’m sure you will find the information in this audio will help you avoid it. It will answer a huge list of questions and you will move forward with your estate seeing more angles and being aware of the dangers you didn’t see coming before.
…but I have a bigger goal in mind for you
2nd Bonus! – For a limited time you can purchase this CD AND as a ‘thank you’ bonus you will receive “The Wealthy Aussie Expat 360 Online Package” VALUED AT $350 AUD
Using Skype or teleconferencing to anywhere in the world, this meeting allows me to provide a much deeper valuation of your estate and allows me to discuss with you your retirement plans, tax structure and goals for reaching financial independence. See below a view of my office in Hong Kong and how I serve clients all over the world.
However, you must engage my services through my Hong Kong company at www.exscapital.com. With all the notes provided in the meeting I will walk you through my presentation that has been refined over 5,000 face-to-face meetings over the last 9 years in Hong Kong. Client’s normally pay $350 AUD for this session and the reason why we are giving it to you complimentary is so you may fully understand all the areas effecting your Australian estate…worldwide!
This session is followed up with an engagement pack that stipulates upfront our fees in advance with no hidden charges or commissions. WE DO NOT TAKE ANY INVESTMENT COMMISSIONS. We are a fee for service firm.
However…we do something that nobody else bothers to do. We provide you with value upfront before you pay us a cent.
You will receive a package that will highlight our advice for you to keep whether you engage our services or not. In the package you will find “Highlights of our meeting” documenting the following:
- Dangers to be eliminated, obstacles to be overcome, problems to be solved
- Opportunities to be focused on, secured and taken advantage of
- Reinforcing and maximizing your existing strengths
- Initial strategies and solutions
- Tools, processes and talents to help implement your wealth strategy
- Next steps
You can choose to take our advice in full, partial or not at all and you walk away with our information and strategies with no obligation or cost. I have been doing it this way for years. You would think that people take advantage of the situation but the truth is I have found that few actually do. People genuinely want help and we hope to be there for them when they do.
Now you can’t buy this CD or my book for that matter on Amazon or within any bookstore. The content and copyright is 100% owned by me through my own publishing company called The Institute of Wealth Limited.
So hopefully you and I will meet soon and I can become one of the members of your inner circle and be a part of your private advisory board. Until then, take the first step and get your copy of “7 Experts on 7 Topics” now and make every year offshore a winner for you and your family.
Warmly
Todd Pallett
P.S. If you are an Australian expat, an Australian resident thinking of living offshore, or a foreign national looking to migrate to Australia, then this CD is a must. There is simply no other product like it anywhere in the world right now.
Yes Todd, I’d like to get my hands on this information and learn about the fundamentals of maximizing my time as an Aussie Expat.
I may also be a foreign national considering living in Australia and want to know more about structuring my estate before I move to Australia for work or retirement.
I’d like to save the thousands of hours of research that this audio brings me and to enjoy over 3 ½ hours of interviews with “7 experts on 7 topics”. I understand these interviews range from 20 to 30 minutes in total and the conversation will give me the guts of each topic for me to understand without getting too technical.
I look forward to my BONUS copy of every interview transcribed in detail that cost you Todd over $200 USD to have completed. I look forward to receiving those files by email.
And yes, will you also please send me details of how I may engage your services through your Hong Kong company EXS Capital and take advantage of “The Wealthy Aussie Expat 360 Online Package” valued at $350 AUD while it lasts.
TOTAL: AUD $39.97
- I understand that I cannot purchase this audio anywhere else.
- I understand that I will also receive complimentary transcriptions of the entire audio so that I can also revert to reading the interviews.
- I understand that once my order is authorized, you will process my order promptly and send me the CD.
- I understand that neither you nor anyone else has made any income promises as my success is dependent on my own efforts and that of my business.
- I understand that my credit card will show a charge from “The Institute of Wealth Ltd” for $39.97 plus postage and handling
- I understand that postage and handling charges are $10 to anywhere in the world that is outside Hong Kong. Hong Kong has NO postal charge.
The next page will allow you to type in your mailing details and your credit card number. Only Mastercard and Visa card are accepted
To pay by PayPal only, click the button below
DISCLAIMER: No part of the information in this CD/Audio constitutes advice. Please seek qualified advice specific to your personal circumstances. This material has been prepared for informational purposes only without regard to any particular person’s financial estate. This material is not to be construed as a recommendation; or an offer to buy or sell; or the solicitation of an offer to buy or sell any security, financial product, or instrument; or to participate in any particular trading strategy in any jurisdiction in which such an offer or solicitation, or trading strategy would be illegal.
