Protect Your Family's Financial Future Across Borders
I help expat breadwinners structure wealth that protects their families—whether you're planning for the unthinkable, preparing for retirement, or ensuring your loved ones can access what you've built when it matters most.
I'm Jake Mowson, a financial advisor specializing in family protection and cross-border wealth planning for expat families.
I work with Melbourne Capital Group, an award-winning independent financial services firm, but my focus is personal: helping breadwinners like you create financial plans that actually protect the people who depend on you.
My approach is never one-size-fits-all. Everyone's at a different stage of life with unique goals and concerns. I take the time to understand your situation, your family, your assets, your future plans, and build a strategy that fits your reality.
Whether you're concerned about what happens to your family if something happens to you, navigating cross-border probate complexities, planning tax-efficient retirement strategies, or ensuring your wealth transfers smoothly to the next generation—I'm here to guide you through it.
Working with me starts with an open, pressure-free conversation to explore if we're a good fit.
We listen to understand your individual circumstances and financial goals. We then harness our expertise to deliver personalised strategies to help you achieve them.
How I Help Expat Families
Family Protection & Estate Planning
Your family's security shouldn't depend on luck. From cross-border estate planning to life insurance that actually covers your family's needs (not just your mortgage), I ensure your wealth protects the people who depend on it.
Cross-Border Wealth Structuring
When your assets span multiple countries, inefficient structuring costs you money, through unnecessary taxes, currency mismatches, and complexity that grows every year. I help expat families consolidate and structure wealth to minimize tax exposure, ensure global portability, and create clarity around retirement and education funding.
Retirement & Legacy Planning
Will your retirement last as long as you do? For expats, it's not just about saving, it's about managing currency risk, multi-country taxes, and ensuring your wealth transitions smoothly to the next generation.
I work with families to build tax-efficient retirement strategies, coordinate estate planning across jurisdictions, and create legacy plans that support your children without overwhelming them.