Intelligent Advice. Smarter Outcomes.

UK Pension Transfers to Australian Super with Clarity and Confidence.

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Your Retirement, Your Rules

Clarity and
Simplicity

Client Centred Service

Client-Centred
Service

Working With Us

Expertise you
can trust

Transferring your UK pension to the Australian superannuation system
is a significant financial decision that requires specialist knowledge and careful planning. With high-level financial planning qualifications in both the UK and Australia, along with extensive experience in cross-border pension transfers, we are well-equipped to guide you through this complex process with professionalism and clarity.

How we can help

UK Pension Transfers

UK Pension Transfers

Transferring your UK pension to Australia the right way.

QROPS Australia

QROPS Australia

Maximise the benefits of your UK pension with expert QROPS advice.

Lifestyle Planning

A clear financial plan gives you confidence in every decision.

Advice Philosophy

Advice Philosophy

Our advice is evidence-based, ethically driven, and tailored to your goals.

Who We are

Our focus on your financial future

Our commitment is to provide strategically co-ordinated advice that prioritises your financial well-being. We focus on delivering a seamless experience, ensuring every aspect of your pension transfer is handled with precision and care. With our extensive experience, you can have confidence that your pension is in trusted hands.

If you are considering transferring your UK pension to the Australian superannuation system, we welcome the opportunity to discuss how we can assist you in achieving your financial goals. Please feel free to contact us for a consultation.

Your future deserves the highest standard of advice.

Book a consultation

To ensure we deliver the best value and can focus on delivering highly personalised advice, our services are available to clients aged 55 or over, with total retirement assets (UK pensions and Australian Super) of $700,000 or more. If you meet this requirement, we’d be delighted to discuss how we can help you achieve your financial goals.

If you feel you would benefit from an initial introductory video call we would be delighted to provide you with a brief 30 minute MS Teams or Zoom meeting. Please ensure you meet our eligibility requirements and we can discover whether we are a perfect fit for you.

Simon

Our values

Integrity
  • Upholding the highest ethical standards in all interactions and advice.
  • Ensuring transparency, honesty, and fairness in pricing, recommendations, and communication.
  • Leveraging over 30 years of financial advisory experience in both the UK and Australia. 
  • Continuously updating knowledge to remain at the forefront of UK and Australian financial regulations. 
  • Prioritising clients’ needs, goals, and financial well-being. 
  • Offering personalised strategies tailored to each client’s unique circumstances. 
  • Building strong, long-term relationships based on reliability and dependability. 
  • Providing clear, accurate, and compliant advice that clients can confidently rely on. 
  • Simplifying complex financial processes to empower clients with knowledge and confidence. 
  • Communicating in a clear, jargon-free manner. 
  • Being available and approachable, ensuring timely responses to client queries and concerns. 
  • Adapting to clients’ changing needs with flexibility and care. 
  • Striving for the highest level of professionalism in every aspect of the service. 
  • Delivering exceptional value to clients by consistently exceeding expectations. 
  • Helping clients achieve sustainable financial security for their retirement. 
  • Emphasising strategies that align with long-term goals rather than short-term gains. 

Our happy clients

Our valuable resources

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Exchange Traded Funds (ETFs) are an efficient and low-cost way of investing in shares or other assets and have become...

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Why UK Pension Qualifications Matter 

Sometimes we get asked; why is it so vital that you have UK pension qualifications when we are seeking advice...

Should You Use a Self-Managed Super Fund (SMSF) for Your UK Pension Transfer? 

Should You Use a Self-Managed Super Fund (SMSF) for Your UK Pension Transfer?  If you’re a UK expat or returning...