Advice for expats
You might be a Brit living in Australia or an Aussie living in the UK. Maybe you’re a financial adviser in either country looking to help your own client.
Whatever the situation, we have the knowledge to help. We’re happy to advise on either a one-off or ongoing basis.
We advise on UK pension transfers to Australia
.. but that doesn’t mean we only recommend a transfer. Maybe a cash lump sum withdrawal and transfer would be better; maybe you should hold onto the pension for now and draw income from it when you retire.
who knows?
Each pension system has its own pros and cons. We’ll explain the options and give clear advice so you can decide what’s right for you.
Mind you, pension transfers are permanent, so we’re also keen to know you’re 100% settled.
We advise on Australian super for expats living in the UK
Like us, you might prefer to live in the UK. What’s not to like about a pebbly beach or short days in winter?
However, there’s a lot you should know about superannuation and how to manage it, when residing permanently outside Australia.
Or maybe you intend going back, as many expats do. Either way we can help until you’re more certain about where you will call home.
