When high-performing Australians earning $250,000 to $3,000,000 annually want to understand whether global repositioning makes economic sense — and if it does, how to do it properly — they turn to The Global Wealth Strategy™.
We coordinate the legal, tax, and implementation professionals required to explore global positioning legally, intelligently, and with the right architecture behind every decision.
Australia is a high-tax jurisdiction. That is not emotional. That is structural. For high-income earners, marginal tax rates compound over time. After-tax drag becomes material. Policy exposure increases. Capital efficiency declines.
And yet the advice available to high-performing Australians who wanted to understand their options was fragmented, narrow, and often poorly positioned. Tax accountants who were reactive. Migration agents who were transactional. Offshore promoters who were Bali-heavy and credibility-light. Global firms who lacked the specific depth required to navigate an Australian departure properly.
Nobody was asking the right question first: does it even make economic sense for you to reposition globally?
Shane Da Costa built The Global Wealth Strategy™ to answer that question honestly — and to coordinate the right professionals when the answer was yes.
The Global Wealth Strategy™ is not a tax firm. It is not a migration agency. It is not a financial advisory practice. It is a premium strategic coordination firm — the architecture layer that connects serious Australian capital with the legal, tax, and implementation professionals who execute global repositioning properly.
We operate with a small, deliberate team and a curated network of specialist professionals across Australia and key global jurisdictions.
Our professional network spans:
Our core advisory team:
Founder and Strategic Director. Host of the Freedom Formula podcast. Founder of Heart Smart Australia with Dr Ross Walker as ambassador. Fifteen years building credible, trusted brands with high-profile professional partnerships.
Independent Tax Lawyer. Specialist in cross-border structuring, CGT, CFC strategy, M&A, property, and ATO audits. Trusted advisor to accountants, lawyers, and financial planners across Australia. Engaged directly by clients for all formal legal and tax advisory.
Founder of Trover Tax. Specialist tax and structuring firm. Delivers the compliance infrastructure, accounting depth, and multi-jurisdiction execution capability that underpins the implementation layer. Engaged directly by clients for all compliance and structuring execution.
We have structured our offering across four levels — from the initial economic assessment through to ongoing private client management for those who have repositioned.
Strategic Assessment Model the economics before any decision is made. Three-scenario analysis — Stay, Partial Restructure, Full Exit. Jurisdiction shortlisting. Business impact overview. Written strategic framework.
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.
Implementation and Execution Trover Tax leads the full compliance and structuring execution. Offshore structures, banking, ATO compliance. We coordinate migration agents, global accountants, and real estate introductions in your chosen jurisdiction.
Ongoing Private Client Management For those who have repositioned and need their structure managed properly for the long term. Quarterly reviews, annual structure optimisation, proactive monitoring of law changes across jurisdictions.
We are not here to sell repositioning to everyone who enquires.
Seventy percent of people who engage with us at Level 1 should not move. The economics do not support it. The lifestyle trade-offs are not worth it. Or the timing is wrong.
We tell them that. Clearly, directly, and without apology.
That honesty is the foundation of everything we do. It is what makes us credible to the thirty percent for whom global repositioning genuinely makes sense. And it is what ensures that every client who progresses through our pathway is genuinely positioned to act — not sold a dream they cannot sustain.
We model the economics first. We tell the truth. Then we build the architecture.
The Freedom Formula, hosted by Shane Da Costa, is the editorial home of The Global Wealth Strategy™.
Weekly long-form conversations with globally positioned founders, tax lawyers, migration specialists, private bankers, wealth managers, and international entrepreneurs. James Meli and Anthony huynh appear as recurring guests — bringing the professional depth of the GWS advisory team directly to the audience.
This is not a promotional platform. It is a genuine conversation about the economics of global positioning, jurisdictional strategy, and what intelligent wealth architecture actually looks like in practice.
Once a year, The Global Wealth Strategy™ brings together its private client community — globally positioned Australian founders, equity holders, executives, and investors — for a curated summit focused on jurisdictional strategy, wealth architecture, and long-term global positioning.
This is not a public event. It is an invitation-only gathering for Level 3 and Level 4 clients and their networks.
AUSTRALIAN DEPTH No global firm specialises in the specific complexity of an Australian departure. We do. James Meli is one of Australia’s most respected tax lawyers in this space. The nuances of CGT, CFC rules, Central Management and Control, superannuation implications, and ATO compliance require specialist knowledge that generalist global firms simply do not have.
HONEST BEFORE COMMERCIAL We model the economics before we present an offer. If repositioning does not make sense for you, we tell you. That commitment to honesty before commerce is what our reputation is built on.
COORDINATED NOT FRAGMENTED One strategic coordinator. The right professionals behind every element. No patchwork of unconnected advice. No gaps between the tax lawyer, the accountant, the migration agent, and the bank. We manage the whole so you experience one seamless process.
COMPLIANCE FIRST — ALWAYS Nothing grey. Nothing reckless. Every recommendation is grounded in independent professional advice from registered practitioners engaged directly by the client. We do not provide tax agent services, legal advice, or financial product advice. We coordinate the professionals who do.
FULL LIFECYCLE From first assessment through to ongoing private client management for the long term. We are not a one-transaction business. We build retained relationships with serious capital and manage them properly for decades.
TAX FRIENDLY COUNTRIES CLIENTS MOVED TO
COUNTRIES WE OBTAINED
CITIZENSHIP FROM
COUNTRIES WE’VE OPENED
BANK ACCOUNT IN
COUNTRIES WE’VE OBTAINED
RESIDENCE IN
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. Every engagement begins with an honest assessment — and if the economics do not support proceeding, we will tell you.