About Us
Who is Runway Wealth Management?
We are an Australian, licensed financial advice firm that specialises in providing financial planning services to Australians living and working overseas. Our core focus is financial advice for Australians Expats.
Who does Runway Wealth Management help?
We primarily help Australian Expatriates (Expats), who are living or working overseas. We support Australians at three key stages of the expat journey:
1. Preparing to move overseas;
2. Currently residing overseas;
3. Returning to Australia.
How is Runway Wealth Management different?
What differentiates Runway Wealth Management is our specialisation in Australian Expat financial advice. Australians living abroad require an adviser who specialises in expatriate financial services and is well-informed about the changing landscape that affects Expats. We aim to address the challenges Australian Expats face by offering solutions, specifically designed for their unique needs. Our financial advice is designed to optimise Australian-based assets, improves tax efficiency and provides ongoing clarity and confidence in financial decisions. We build long-term relationships with our clients through a dedicated adviser relationship, ongoing advice and providing peace of mind whilst you live abroad.
Reasons for Partnering with us
Our Director
Mitchell Kelsey
Who is Mitchell Kelsey?
Mitchell Kelsey is the Director of Runway Wealth Management and a Financial Adviser for Australian Expats with over 13 years of experience in the financial services industry.
What does Mitchell Kelsey specialise in?
Specialising in financial planning for Australian expatriates, Mitchell helps clients navigate the complexities of managing their financial affairs abroad and make well-informed decisions. The advice provided is designed to offer clarity, dispel misconceptions, and instil confidence, empowering his clients to manage and build their wealth.
What sets Mitchell apart?
Mitchell focuses on building meaningful relationships with his clients and supporting them in taking control of their finances to achieve their goals. He takes pride in witnessing his client's financial transformations and the profound impact that expert guidance can have on their lives.
What are Mitchell's credentials?
Mitchell is authorised to provide financial advice with the following qualifications: - A Bachelor of Commerce with majors in Financial Planning and Finance, along with a Diploma of Financial Planning; - Successful completion of the financial adviser exam administered by ASIC; - Ongoing participation in continuous professional development (CPD) each year; - Adherence to the Financial Planners and Advisers Code of Ethics. Additionally, Mitchell is registered with ASIC as a Financial Adviser through a regulated licensee and brings years of experience in providing financial advice to Australian expatriates. Mitchell has expertise in strategic cross-border tax and financial advice, investment strategy, portfolio management, superannuation, and retirement planning.
Our Operations Coordinator
Tayla Coffey
Who is Tayla Coffey?
Tayla is the dedicated Operations Coordinator at Runway Wealth Management.
With a keen eye for detail and a passion for problem-solving, Tayla plays a pivotal role in supporting the operational needs of Runway Wealth and facilitating seamless communication with our clients.
What sets Tayla apart?
In her role as Operations Coordinator, Tayla is able to leverage her legal background to enhance internal workflows, manage client relations, and maintain a high standard of operational efficiency.
Tayla is focused on supporting the financial planning processes of Runway Wealth to ensure clients receive expert financial advice and guidance.
What are Tayla's credentials?
Tayla holds a Bachelor of Laws (Honours) and a Bachelor of Commerce (with a major in Financial Planning).
Having worked as a legal practitioner, Tayla developed an understanding of regulatory requirements, compliance, and the importance of meticulous organisation - skills that are now applied to streamline operations and ensure smooth processes within Runway Wealth.
