Work with us

For all new enquiries please book a consultation via the booking calendar below for your introductory consult call.

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.

Our valuable resources

What is an Exchange Traded Fund (ETF)? 

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

Houses of Parliament

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...