Together we will discuss the issues or gaps that need to be addressed to meet your financial and life style objectives. You can then decide with confidence if you want comprehensive advice or advice limited to your UK Pension Transfer.

• Financial Objectives & Concerns
• UK Pension & Australian Super details
• Broader personal and financial information (if comprehensive advice required)

Based on the information you provide and our knowledge and expertise, we will design a solution to bridge the gap between where you are now and where you want to be.

• Should you transfer from UK to Australia?
• Comparison of your current Australian arrangements
• Transfer strategy and currency considerations
• Ensure transfer is compliant in UK and Australia
• Broader financial planning strategies (if required)

If proceeding, we facilitate the transfer to Australia

• Transfer to or establish a ROPs Compliant Super Fund
• Facilitate UK Independent Financial Adviser analysis (if required)
• Liaise with UK fund to secure payment
• Implement any broader financial planning recommendations

If not already addressed we feel it is critical to consider*:

• What Australian Super structures should be maintained or consolidated?
• Strategic advice:
  • Retirement Planning
  • Investment Approach tailored to your objectives and risk profile
  • Personal Insurance & Estate Planning considerations