POSITION DETERMINES OUTCOME.
A structured, end-to-end pathway for high-performing Australians to legally explore global positioning, optimise their wealth structures, and align their capital with smarter jurisdictions — so they keep more of what they build, live with greater optionality, and think at the level their success demands.
WHAT ARE YOU TRYING TO SOLVE?
Tell us where you are and we will show you how we can help.
REDUCE MY TAX BURDEN
I am paying too much and want to understand if there is a smarter way to structure my position globally.
EXPLORE GLOBAL REPOSITIONING
I want to understand whether moving overseas makes economic sense for my situation before I make any decisions.
PROTECT AND STRUCTURE MY WEALTH
I have built significant capital and want to ensure it is structured properly across jurisdictions for the long term.
THE ECONOMIC CASE FOR GLOBAL POSITIONING IN THREE STEPS
1. ASSESS THE ECONOMICS Before any decision is made, we model the full picture. Three scenarios — Stay, Partial Restructure, Full Exit — so you understand exactly what repositioning could mean for your specific situation. Most people skip this step. We make it the foundation.
2. ARCHITECT THE EXIT If the economics stack up, we coordinate access to Australia’s leading tax and legal specialists to architect your departure properly — before you move a dollar or change an address. CGT planning, entity restructuring, residency strategy, legal opinions. Done correctly, not reactively.
3. IMPLEMENT AND MANAGE Once the architecture is confirmed, we coordinate the full implementation — offshore structures, banking, migration, real estate introductions, and ongoing compliance management. You experience one seamless process. We manage everything behind it.
MEET SHANE DA COSTA
Shane Da Costa is the founder of The Global Wealth Strategy™ and host of the Freedom Formula podcast. He has spent years building credible, trusted brands with high-profile professional partnerships — most notably as founder of Heart Smart Australia, where cardiologist Dr Ross Walker serves as a long-standing ambassador.
Shane built The Global Wealth Strategy™ after recognising a gap in the Australian market — high-performing Australians earning $250K to $3M annually were paying heavily, structurally disadvantaged, and had nowhere to go for genuinely sophisticated, coordinated global positioning advice.
Not tax accountants. Not migration agents. Not offshore promoters. A rational, data-led, compliance-first strategic advisory firm that models the economics honestly — and tells clients the truth, even when that truth is to stay put.
The Global Wealth Strategy™ operates with two of Australia’s most respected professionals in their fields:
James Meli — Independent Tax Lawyer, specialist in cross-border structuring, CGT, CFC strategy, and ATO compliance. Trusted advisor to accountants, lawyers, and financial planners across Australia.
Anthony Huynh — Founder of Trover Tax, specialist tax and structuring firm. Delivers the compliance infrastructure, accounting depth, and multi-jurisdiction execution capability that underpins everything we do.
HOW THE GLOBAL WEALTH STRATEGY™ WORKS
We help high-performing Australians earning $250,000 to $3,000,000 annually explore whether global repositioning makes economic sense — and if it does, we coordinate the legal, tax, and implementation professionals required to do it properly.
STRATEGIC ASSESSMENT
We map the economics before any decision is made. Three-scenario modelling, jurisdiction shortlisting, lifestyle cost comparison, business impact overview. All tax modelling coordinated through independent registered tax professionals engaged directly by you.
LEGAL AND TAX ARCHITECTURE
James Meli delivers formal Australian tax residency advice, CGT planning, entity restructuring recommendations, and written legal opinions — directly to you, under his independent engagement. This is the layer that separates a well-structured exit from an expensive mistake.
IMPLEMENTATION AND EXECUTION
Anthony Huynh and Trover Tax lead the full compliance and structuring execution. Offshore structures, banking, ATO compliance, ASIC updates. We coordinate the global accountants, migration agents, and real estate introductions in your chosen jurisdiction. You have one point of contact. We manage everything else.
ONGOING PRIVATE CLIENT MANAGEMENT
For clients who have repositioned and need their structure managed properly for the long term. Quarterly reviews, annual structure optimisation, ongoing access to James and Anthony, proactive monitoring of law changes across jurisdictions.
WHAT OUR CLIENTS SAY
The Global Wealth Strategy™ is application-only. Every client is assessed for suitability before engagement begins. We work with a limited number of clients at any one time to ensure the quality of coordination and outcome is never compromised.
Rated 4.8 / 5 based on 195 reviews . Showing our 4 & 5 star reviews.
WHO WE WORK WITH
We work with high-performing Australians for whom structure, not income, has become the limiting factor.
BUSINESS OWNERS AND ENTREPRENEURS
You earn $250,000 to $3,000,000 annually from a business you have built. You are paying heavily. You are increasingly aware that where you operate matters as much as how you operate. You want to understand your options — properly, legally, and with the right professionals behind you.
EQUITY HOLDERS AND INVESTORS
You have built significant capital — through business equity, investment portfolios, or a liquidity event. You want that capital structured intelligently across jurisdictions, protected from policy risk, and positioned to compound efficiently for decades.
CORPORATE EXECUTIVES AND PROFESSIONALS
You earn a high income, operate internationally or have international exposure, and are beginning to question whether your current structure — geographic and financial — is serving you at the level your success demands.
WHY THE GLOBAL WEALTH STRATEGY™ IS DIFFERENT
AUSTRALIAN DEPTH
No global firm specialises in the specific complexity of an Australian departure — CGT, CFC rules, Central Management and Control, ATO compliance, superannuation implications. We do. James Meli is one of Australia’s most respected tax lawyers in this space.
HONEST ASSESSMENT FIRST
Seventy percent of people who engage us at Level 1 should not move. We tell them that. Clearly and directly. That honesty is what makes everything else we say credible.
COORDINATED EXECUTION
We are not a tax firm. We are not a migration agent. We are not a financial adviser. We are the strategic coordination layer that connects you with the right professionals — and manages the entire process so you do not have to.
FULL LIFECYCLE SUPPORT
From the first economic assessment through to ongoing private client management, we support the full journey. Not just the advice. The implementation. The structure. The long-term management.
COMPLIANCE FIRST
— ALWAYS Nothing grey. Nothing reckless. Every recommendation is grounded in independent professional advice from registered practitioners. We do not cut corners and we do not work with clients who want to.
THE DIFFERENCE STRUCTURE MAKES
WITH THE GLOBAL WEALTH STRATEGY™
Paying marginal tax rates that compound against your ability to build wealth
No clarity on whether repositioning makes economic sense for your situation
Patchwork advice from multiple uncoordinated professionals
CGT and departure risks unidentified until it is too late to act
No ongoing management of offshore structures or cross-border compliance
Structurally disadvantaged despite significant income
WITH THE GLOBAL WEALTH STRATEGY™
Clear economic picture — three scenarios modelled before any decision is made
Formal legal architecture delivered by one of Australia’s leading tax lawyers
One coordinated pathway managed end to end
CGT, CFC, and residency risks identified and addressed before departure
Ongoing private client management for those who have repositioned
Capital aligned with the jurisdiction that rewards the level of success you have built
POSITION DETERMINES OUTCOME.
The question is not whether you can afford to explore this. The question is what it costs you not to.
Applications are reviewed within 48 hours. We accept a limited number of new clients each month.