Ally Wealth Management

𝗪𝗼𝗿𝘀𝘁 𝗖𝗵𝗿𝗶𝘀𝘁𝗺𝗮𝘀 𝗚𝗶𝗳𝘁𝘀 𝗳𝗼𝗿 𝗔𝘂𝘀𝘀𝗶𝗲 𝗘𝘅𝗽𝗮𝘁𝘀 🎄 'Tis the season of giving… but sometimes it’s also the season of questionable gifting! Here are the top contenders for the "Wait... what?!" gift reaction: ❌ Clothes that don’t fit (size matters) ❌ Gift cards for places you'll never visit – bonus points if it's on another continent. ❌ Deodorant packs – is this a hint or...? ❌ A Self-Managed Super Fund – because nothing screams festive joy breaching superannuation rules. A thoughtful gift goes a long way. What's the worst gift you’ve ever received...or if you're willing to share...given? Let’s hear it! 👇 #AllyWealthManagement #AustralianExpats #ChristmasGiftingFails #ExpatLife #FestiveFun #Christmas #MerryChristmas

What a year it's been for Ally Wealth Management, and we couldn't be more grateful to our clients and the community, and our incredible team. 🔹 We've managed to empower clients in over 37 countries across the globe with their finances. 🔹 Joel Kerin, thanks to his dedication to our clients, and client-first mentality, has been promoted to Associate Director Financial Planning. 🔹 William Cant, with his financial modelling prowess, not only marks his first year with the Ally Wealth team but was recognised as a Finalist for Best Young Adviser 2024. 🔹 Amber Dawson joins the team as a Senior Financial Adviser bringing a wealth of advice knowledge and capability, along with her first hand experience as an expat in Indonesia. 🔹 Erick Bagos and Ericka Arcega, LPT join the Ally Wealth client support team continuing to bring exceptional value and first class service to our clients across the globe. 🔹 The Ally Wealth Management business has grown by over 65% year on year. 🔹 The Ally Wealth Management client retention rate remains at over 95%! A statistic we put a LOT of effort into maintaining and one we're incredibly proud of. 🔹 The Ally Group continues to grow with Ally Home Loans - Mortgage Brokers for Australians at Home & Abroad and Ally Property Group - Property Investment Advisers. 🔹 We've held client appreciation events in Melbourne, Sydney, Perth and Singapore throughout the year, and we look forward to more in 2025. 🔹 And one of our personal favourite milestones, in support of Path of Hope Foundation and The Salvation Army Australia we organised and packed Christmas hampers for those impacted by domestic violence this year. From our family at Ally Wealth Management to yours, we wish you a very Merry Christmas and festive season, and we look forward to a bigger and better new year ahead. #Christmas #Ally #AllyGroup #AllyWealth #AllyWealthManagement #Reflection #Gratitude #ThankYou

Thriving Abroad Together A new initiative from the team at Ally Wealth Management led by Senior Financial Adviser, Amber Dawson, interviewing expat women who are either beginning, continuing or have ended their expat journey. Stay tuned for the upcoming video, which will be the first part of this series. This series will shed light on key tips, insights, experiences and stories from those who have and are living the expat journey. #AustralianExpats #AussieExpats #Ally #AllyWealth #AllyWealthManagement #AustraliansInIndonesia #AustraliansInJakarta

The AUD continues to slide against the USD. Is this an opportunity for Australian expats earning US Dollars? When the Aussie dollar dips, there are 3 types of Australian expats: 1️⃣ Those who take action They see the opportunity. They capitalise on the AUD weakness. They move funds back to Australia, pay down debt, contribute to super, or invest while the exchange rate works in their favour. 2️⃣ Those who wait and hope They sit on the sidelines. Waiting for a “better rate” that may never come. But as we know, markets move quickly, and opportunities can disappear just as fast. 3️⃣ Those who aren’t paying attention They’re too busy. Or they don’t realise how much this currency swing could impact their finances. They miss the chance altogether. Or maybe they're never planning to return to Australia so aren't affected. The question is... Which group are you in? Don’t let this window close. Opportunities like this don’t stick around forever. #AustralianExpats #CurrencyOpportunity #AUDUSD #PropertyInvestment #FinancialPlanning #AussieExpats #Ally #AllyWealth #AllyWealthManagement Joel Kerin Amber Dawson William Cant

Don't miss this month's episode of Money Side Up. Co-hosts Jarrad Brown and Joel Kerin unpack the HECS changes, market outlook under Trump's leadership, the RBA rate expectations and what the latest UK Budget means for Australian expats. YouTube - https://lnkd.in/gPs37TEM Spotify - https://lnkd.in/gST5yDGY Apple Podcasts - https://lnkd.in/gfBeczTU #Podcast #PersonalFinance #AustraliansInUK #AustraliansInLondon #AussiesInLondon

0% income tax Relatively low cost of living Welcome to Saudi Arabia. It's easy to see why many Australian expats are making the move to Saudi Arabia. How can you ensure you hit the ground running and get your money working for you. #AustraliansinSaudi #SaudiArabia #Money #Wealth #AustralianExpats #AussieExpats #Ally #AllyWealth #AllyWealthManagement #AllyGroup

The Australian dollar is relatively weak. For Australian expats in Hong Kong, that’s not just news—it’s an opportunity. An opportunity to invest smarter. To grow your wealth. And to make today’s opportunities work for your financial future. At Ally Wealth Management, we're sharing a few key insights to take advantage of this opportunity. This isn’t just about reacting to the market. It’s about using it to achieve your financial goals. #AustralianExpats #WealthManagement #FinancialPlanning #Superannuation #PropertyInvestment #CurrencyStrategy #ExpatsInHongKong #AllyWealth Joel Kerin William Cant Amber Dawson

Congratulations to Joel Kerin on his promotion to Associate Director, Financial Planning! Joel's journey at Ally Wealth Management has been exceptional. His deep expertise and experience in expat financial planning across Asian markets like Hong Kong, Singapore, and Southeast Asia has been instrumental in helping Australian expats navigate complex financial landscapes. From working with clients across the globe to right here in Perth and throughout Australia, Joel continues to deliver strategic advice that puts his clients first. This promotion is a testament to Joel’s dedication, expertise, and commitment to our clients’ success. Please join us in celebrating Joel’s well-deserved achievement! #Leadership #FinancialPlanning #AustralianExpats #AllyWealthManagement #PromotionAnnouncement

Our Unlocking Financial Freedom Workshop was a great success today with Senior Financial Adviser, William Cant. From superannuation strategies, to slashing your tax bill, we covered it all: 👉🏻 How to structure your real estate strategies. 👉🏻 Cutting tax bills and keeping more in your pocket. 👉🏻 Supercharging your super for a faster track to retirement. 👉🏻 Unlocking the time freedom you need to focus on what truly matters. But the real highlight? Seeing a room full of driven, passionate people taking control of their financial futures and ensuring they're on track to achieve their financial goals. THANK YOU to everyone who joined us (and to those who brought the energy and great questions)! You’re why we do what we do. Stay tuned for future events where we’ll dive even deeper into building wealth and creating financial freedom. #UnlockingFinancialFreedom #FinancialFreedomWorkshop #WealthManagement #AllyWealthManagement #FinancialGoals

Last night, our team at Ally Wealth Management came together with our clients and friends to pack Christmas hampers for families impacted by domestic violence. These hampers symbolise more than just holiday cheer—they’re a message of hope and support for those facing challenges during this festive season. We’re incredibly grateful to partner with the The Salvation Army Australia and the Path of Hope Foundation, who do such vital work in the community. To everyone who helped make this possible—thank you. Your kindness and dedication show the true meaning of the holiday season. #GivingBack #PathOfHope #AllyCares #MakingAnImpact #AllyWealth #AllyGroup Joel Kerin William Cant Amber Dawson Saad Ullah Ghumman Erick Bagos Ericka Arcega, LPT