Financial Planning
- Investment Management
  
  Investment Management Services
  
  Our investment management services are designed to help grow your wealth. Find out how we can help you today.
  Investment Management
  
  Bespoke Investment Portfolio
  
  Managed Investment Portfolio
- Pension Transfer
  
  Pension Transfer Services
  
  Secure your future with our expat Pension Transfer Services - professional guidance for optimal pension management and retirement planning.
  Pension Transfer
  
  Defined Benefit Pension Transfer
  
  Defined Contribution Pension Transfer
  
  401(k) Rollover
- Property Investment
  
  Property Investment Services
  
  Explore smart property investment opportunities. Our comprehensive property investment service offer, buy-to-let properties, mortgages and limited company incorporation.
  Property Investment
  
  Latest Developments
  
  Expat Mortgages
  
  Limited Company Incorporation
- Currency Transfer
  
  International Currency Transfer Service
  
  Fast and secure currency transfers worldwide with AHR Group's International Currency Transfer Service. Get competitive, secure, and quick transfers today.
  International Currency Transfer
- NRI Financial Advice
  
  NRI Financial Advice Service
  
  Discover our NRI Financial Advice Service. Get expert guidance, tailored solutions, and personalised support as a Non-Resident Indian.
  NRI Financial Advice
More on Financial Planning
Financial Planning Services

Achieve your financial goals with our financial planning services. Secure your future whether investing, planning for retirement or property investment.
Tax Planning
- Tax Planning
  
  Tax Planning Service
  
  Discover our tax planning service for British expats. Maximise your finances with our expert guidance on UK tax returns, residence tests, and more.
  Tax Planning
- Inheritance Tax
  
  Inheritance Tax Service
  
  Our expert, cross-border inheritance tax service for British expats offer advice on trust structures and asset protection for optimal wealth transfer.
  Inheritance Tax
- UK Repatriation
  
  UK Repatriation Tax Service
  
  Our UK repatriation tax service offers expert repatriation tax advice for British expats returning to the UK. Secure your wealth today.
  UK Repatriation
Tax Planning Services
Tax Planning Services

Achieve tax efficiency as an expat with our tax planning services. Our advice ensures tax compliance and unlocks your financial potential.
Estate Planning
- Trust Planning
  
  Trust Planning Service
  
  Experience peace of mind with our trust planning service. Preserve your legacy, protect assets, and secure your family's future. Contact us today.
  Trust Planning
- Will Writing
  
  Will Writing Service
  
  Secure your legacy with our expert will writing service tailored to international complexities. Achieve peace of mind worldwide today.
  Will Writing
Estate Planning
Estate Planning Services

Secure your legacy with our expert estate planning services for expats. Protect your assets, minimise taxes, and ensure your loved ones' future.
Resources
- Pension Hub
  
  Pension Hub
  
  The Pension Hub is your go-to resource for pension advice. Industry experts cover everything from pension transfers to CETV. Start learning now.
  Pension Hub
- Property Investing Hub
  
  Property Investing Hub
  
  Get ahead in property investment with our Property Investing Hub. Read expert-curated content on property strategy, market analysis, management, and legal issues.
  Property Investing Hub
- Tax Hub
  
  Tax Hub
  
  The Tax Hub is your go-to resource for expat tax planning advice. Expert insights for global tax efficiency and compliance for expatriates. Start learning now.
  Tax Hub
- Investing Hub
  
  Investing Hub
  
  Want to become a more successful investor? Look no further than our Investing Hub - your go-to resource to learn about investing.
  Investing Hub
- Financial Planning Hub
  
  Financial Planning Hub
  
  The Financial Planning Hub is your go-to resource for expat financial planning advice. Offering expert insights into global wealth management for expatriates, we're here to ensure your financial well-being is secured across borders. Start learning now.
  Financial Planning Hub
- Financial Advice Guides
  
  Financial Advice Guides
  
  Our financial advice guides cover pensions, tax, property, and retirement planning for expats. Get expert insights and secure your financial future today.
  Financial Advice Guides
- Financial Calculators
  
  Financial Calculators
  
  Our financial calculators help you forecast and plan for all aspects of retirement and allow you to understand your options to make the best choices for your financial future. They cover various areas of wealth management, including tax planning, pension transfers, and property investment.
  Financial Calculators
Financial Resources
Financial Resources

Our industry-leading financial resources help you to make informed decisions for your financial, tax and estate planning goals. Start learning today.

Speak to an Adviser

David Perez, M.Int.Fin., M.Prof.Acc., CFP

Private Wealth Adviser

David Perez has over a decade of experience in financial planning, with a predominant focus on holistic advice. His distinctive approach mirrors that of a coach, dedicated to ensuring clients grasp the array of opportunities at their disposal.

He empowers them by presenting options and when required, revisiting and recalibrating their goals. David is renowned for delivering a client-centric service, underscored by his profound and comprehensive comprehension of financial planning strategies.

His expertise encompasses various facets, notably superannuation, retirement planning, risk management, investment strategies, and an in-depth knowledge of Centrelink intricacies. With David’s guidance, clients navigate the complex financial landscape with confidence, making informed decisions that secure their financial futures

Areas of Expertise

• Superannuation Analysis, Advice, Management

• Retirement Planning

• Tax Planning

• Wealth Management

• Investment Portfolio Management

• Investment Review

• Education Fee Advice & Planning

• High Net Worth & Ultra High Net Worth

• Cashflow Forecasting & Modelling

Qualifications & Awards

Master of International Finance

Master of Professional Accounting

Certified Financial Planner

Master of International Finance

Master of Professional Accounting

Regions Covered

Australia

LinkedIn Profile

img.wp-smiley,img.emoji{display:inline !important;border:none !important;box-shadow:none !important;height:1em !important;width:1em !important;margin:0 .07em !important;vertical-align:-.1em !important;background:none !important;padding:0 !important;}.wp-block-button__link{color:#fff;background-color:#32373c;border-radius:9999px;box-shadow:none;text-decoration:none;padding:calc(.667em + 2px) calc(1.333em + 2px);font-size:1.125em;}.wp-block-file__button{background:#32373c;color:#fff;text-decoration:none;}body{--wp--preset--color--black:#000;--wp--preset--color--cyan-bluish-gray:#abb8c3;--wp--preset--color--white:#fff;--wp--preset--color--pale-pink:#f78da7;--wp--preset--color--vivid-red:#cf2e2e;--wp--preset--color--luminous-vivid-orange:#ff6900;--wp--preset--color--luminous-vivid-amber:#fcb900;--wp--preset--color--light-green-cyan:#7bdcb5;--wp--preset--color--vivid-green-cyan:#00d084;--wp--preset--color--pale-cyan-blue:#8ed1fc;--wp--preset--color--vivid-cyan-blue:#0693e3;--wp--preset--color--vivid-purple:#9b51e0;--wp--preset--gradient--vivid-cyan-blue-to-vivid-purple:linear-gradient(135deg,rgba(6,147,227,1) 0%,#9b51e0 100%);--wp--preset--gradient--light-green-cyan-to-vivid-green-cyan:linear-gradient(135deg,#7adcb4 0%,#00d082 100%);--wp--preset--gradient--luminous-vivid-amber-to-luminous-vivid-orange:linear-gradient(135deg,rgba(252,185,0,1) 0%,rgba(255,105,0,1) 100%);--wp--preset--gradient--luminous-vivid-orange-to-vivid-red:linear-gradient(135deg,rgba(255,105,0,1) 0%,#cf2e2e 100%);--wp--preset--gradient--very-light-gray-to-cyan-bluish-gray:linear-gradient(135deg,#eee 0%,#a9b8c3 100%);--wp--preset--gradient--cool-to-warm-spectrum:linear-gradient(135deg,#4aeadc 0%,#9778d1 20%,#cf2aba 40%,#ee2c82 60%,#fb6962 80%,#fef84c 100%);--wp--preset--gradient--blush-light-purple:linear-gradient(135deg,#ffceec 0%,#9896f0 100%);--wp--preset--gradient--blush-bordeaux:linear-gradient(135deg,#fecda5 0%,#fe2d2d 50%,#6b003e 100%);--wp--preset--gradient--luminous-dusk:linear-gradient(135deg,#ffcb70 0%,#c751c0 50%,#4158d0 100%);--wp--preset--gradient--pale-ocean:linear-gradient(135deg,#fff5cb 0%,#b6e3d4 50%,#33a7b5 100%);--wp--preset--gradient--electric-grass:linear-gradient(135deg,#caf880 0%,#71ce7e 100%);--wp--preset--gradient--midnight:linear-gradient(135deg,#020381 0%,#2874fc 100%);--wp--preset--font-size--small:13px;--wp--preset--font-size--medium:20px;--wp--preset--font-size--large:36px;--wp--preset--font-size--x-large:42px;--wp--preset--spacing--20:.44rem;--wp--preset--spacing--30:.67rem;--wp--preset--spacing--40:1rem;--wp--preset--spacing--50:1.5rem;--wp--preset--spacing--60:2.25rem;--wp--preset--spacing--70:3.38rem;--wp--preset--spacing--80:5.06rem;--wp--preset--shadow--natural:6px 6px 9px rgba(0,0,0,.2);--wp--preset--shadow--deep:12px 12px 50px rgba(0,0,0,.4);--wp--preset--shadow--sharp:6px 6px 0px rgba(0,0,0,.2);--wp--preset--shadow--outlined:6px 6px 0px -3px rgba(255,255,255,1),6px 6px rgba(0,0,0,1);--wp--preset--shadow--crisp:6px 6px 0px rgba(0,0,0,1);}:where(.is-layout-flex){gap:.5em;}:where(.is-layout-grid){gap:.5em;}body .is-layout-flow > .alignleft{float:left;margin-inline-start:0;margin-inline-end:2em;}body .is-layout-flow > .alignright{float:right;margin-inline-start:2em;margin-inline-end:0;}body .is-layout-flow > .aligncenter{margin-left:auto !important;margin-right:auto !important;}body .is-layout-constrained > .alignleft{float:left;margin-inline-start:0;margin-inline-end:2em;}body .is-layout-constrained > .alignright{float:right;margin-inline-start:2em;margin-inline-end:0;}body .is-layout-constrained > .aligncenter{margin-left:auto !important;margin-right:auto !important;}body .is-layout-constrained > :where(:not(.alignleft):not(.alignright):not(.alignfull)){max-width:var(--wp--style--global--content-size);margin-left:auto !important;margin-right:auto !important;}body .is-layout-constrained > .alignwide{max-width:var(--wp--style--global--wide-size);}body .is-layout-flex{display:flex;}body .is-layout-flex{flex-wrap:wrap;align-items:center;}body .is-layout-flex > *{margin:0;}body .is-layout-grid{display:grid;}body .is-layout-grid > *{margin:0;}:where(.wp-block-columns.is-layout-flex){gap:2em;}:where(.wp-block-columns.is-layout-grid){gap:2em;}:where(.wp-block-post-template.is-layout-flex){gap:1.25em;}:where(.wp-block-post-template.is-layout-grid){gap:1.25em;}.has-black-color{color:var(--wp--preset--color--black) !important;}.has-cyan-bluish-gray-color{color:var(--wp--preset--color--cyan-bluish-gray) !important;}.has-white-color{color:var(--wp--preset--color--white) !important;}.has-pale-pink-color{color:var(--wp--preset--color--pale-pink) !important;}.has-vivid-red-color{color:var(--wp--preset--color--vivid-red) !important;}.has-luminous-vivid-orange-color{color:var(--wp--preset--color--luminous-vivid-orange) !important;}.has-luminous-vivid-amber-color{color:var(--wp--preset--color--luminous-vivid-amber) !important;}.has-light-green-cyan-color{color:var(--wp--preset--color--light-green-cyan) !important;}.has-vivid-green-cyan-color{color:var(--wp--preset--color--vivid-green-cyan) !important;}.has-pale-cyan-blue-color{color:var(--wp--preset--color--pale-cyan-blue) !important;}.has-vivid-cyan-blue-color{color:var(--wp--preset--color--vivid-cyan-blue) !important;}.has-vivid-purple-color{color:var(--wp--preset--color--vivid-purple) !important;}.has-black-background-color{background-color:var(--wp--preset--color--black) !important;}.has-cyan-bluish-gray-background-color{background-color:var(--wp--preset--color--cyan-bluish-gray) !important;}.has-white-background-color{background-color:var(--wp--preset--color--white) !important;}.has-pale-pink-background-color{background-color:var(--wp--preset--color--pale-pink) !important;}.has-vivid-red-background-color{background-color:var(--wp--preset--color--vivid-red) !important;}.has-luminous-vivid-orange-background-color{background-color:var(--wp--preset--color--luminous-vivid-orange) !important;}.has-luminous-vivid-amber-background-color{background-color:var(--wp--preset--color--luminous-vivid-amber) !important;}.has-light-green-cyan-background-color{background-color:var(--wp--preset--color--light-green-cyan) !important;}.has-vivid-green-cyan-background-color{background-color:var(--wp--preset--color--vivid-green-cyan) !important;}.has-pale-cyan-blue-background-color{background-color:var(--wp--preset--color--pale-cyan-blue) !important;}.has-vivid-cyan-blue-background-color{background-color:var(--wp--preset--color--vivid-cyan-blue) !important;}.has-vivid-purple-background-color{background-color:var(--wp--preset--color--vivid-purple) !important;}.has-black-border-color{border-color:var(--wp--preset--color--black) !important;}.has-cyan-bluish-gray-border-color{border-color:var(--wp--preset--color--cyan-bluish-gray) !important;}.has-white-border-color{border-color:var(--wp--preset--color--white) !important;}.has-pale-pink-border-color{border-color:var(--wp--preset--color--pale-pink) !important;}.has-vivid-red-border-color{border-color:var(--wp--preset--color--vivid-red) !important;}.has-luminous-vivid-orange-border-color{border-color:var(--wp--preset--color--luminous-vivid-orange) !important;}.has-luminous-vivid-amber-border-color{border-color:var(--wp--preset--color--luminous-vivid-amber) !important;}.has-light-green-cyan-border-color{border-color:var(--wp--preset--color--light-green-cyan) !important;}.has-vivid-green-cyan-border-color{border-color:var(--wp--preset--color--vivid-green-cyan) !important;}.has-pale-cyan-blue-border-color{border-color:var(--wp--preset--color--pale-cyan-blue) !important;}.has-vivid-cyan-blue-border-color{border-color:var(--wp--preset--color--vivid-cyan-blue) !important;}.has-vivid-purple-border-color{border-color:var(--wp--preset--color--vivid-purple) !important;}.has-vivid-cyan-blue-to-vivid-purple-gradient-background{background:var(--wp--preset--gradient--vivid-cyan-blue-to-vivid-purple) !important;}.has-light-green-cyan-to-vivid-green-cyan-gradient-background{background:var(--wp--preset--gradient--light-green-cyan-to-vivid-green-cyan) !important;}.has-luminous-vivid-amber-to-luminous-vivid-orange-gradient-background{background:var(--wp--preset--gradient--luminous-vivid-amber-to-luminous-vivid-orange) !important;}.has-luminous-vivid-orange-to-vivid-red-gradient-background{background:var(--wp--preset--gradient--luminous-vivid-orange-to-vivid-red) !important;}.has-very-light-gray-to-cyan-bluish-gray-gradient-background{background:var(--wp--preset--gradient--very-light-gray-to-cyan-bluish-gray) !important;}.has-cool-to-warm-spectrum-gradient-background{background:var(--wp--preset--gradient--cool-to-warm-spectrum) !important;}.has-blush-light-purple-gradient-background{background:var(--wp--preset--gradient--blush-light-purple) !important;}.has-blush-bordeaux-gradient-background{background:var(--wp--preset--gradient--blush-bordeaux) !important;}.has-luminous-dusk-gradient-background{background:var(--wp--preset--gradient--luminous-dusk) !important;}.has-pale-ocean-gradient-background{background:var(--wp--preset--gradient--pale-ocean) !important;}.has-electric-grass-gradient-background{background:var(--wp--preset--gradient--electric-grass) !important;}.has-midnight-gradient-background{background:var(--wp--preset--gradient--midnight) !important;}.has-small-font-size{font-size:var(--wp--preset--font-size--small) !important;}.has-medium-font-size{font-size:var(--wp--preset--font-size--medium) !important;}.has-large-font-size{font-size:var(--wp--preset--font-size--large) !important;}.has-x-large-font-size{font-size:var(--wp--preset--font-size--x-large) !important;}.wp-block-navigation a:where(:not(.wp-element-button)){color:inherit;}:where(.wp-block-post-template.is-layout-flex){gap:1.25em;}:where(.wp-block-post-template.is-layout-grid){gap:1.25em;}:where(.wp-block-columns.is-layout-flex){gap:2em;}:where(.wp-block-columns.is-layout-grid){gap:2em;}.wp-block-pullquote{font-size:1.5em;line-height:1.6;}.pagination{justify-content:center;width:100%;padding-top:3rem;}.pagination .page-numbers{margin:0 3px;}.pagination .page-numbers.current{border:1px solid;}#wpadminbar{z-index:99999999;}#searchwp-form-2 .swp-input,#searchwp-form-2 .swp-select{border:0;border-bottom:1px solid #0e1e3c;border-radius:0;}#searchwp-form-2 .swp-toggle-checkbox:checked + .swp-toggle-switch,#searchwp-form-2 .swp-toggle-switch--checked{background:#0e1e3c;}#searchwp-form-2 *{font-size:16px;}#searchwp-form-2 input[type=submit]{background-color:#0e1e3c;}#searchwp-form-2 input[type=submit]{color:#fff;}#searchwp-form-2 input[type=submit]{font-size:12px;}.searchwp-live-search-results{opacity:0;transition:opacity .25s ease-in-out;-moz-transition:opacity .25s ease-in-out;-webkit-transition:opacity .25s ease-in-out;height:0;overflow:hidden;z-index:9999995;position:absolute;display:none;}.searchwp-live-search-results-showing{display:block;opacity:1;height:auto;overflow:auto;}.searchwp-live-search-no-results{padding:3em 2em 0;text-align:center;}.searchwp-live-search-no-min-chars:after{content:"Continue typing";display:block;text-align:center;padding:2em 2em 0;}