What to expect: our fully integrated pension transfer solution
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)
DESIGN A SOLUTION
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