We are a specialist provider of cross-border financial solutions, giving us a unique ability to integrate an unparalleled range of financial services, with licenced UK and Australian advisers.
We work with a renowned firm of Australian Taxation Specialists to assist individuals to transfer their pension accounts from a UK scheme to Australia.
Our UK team can advise on transfers of defined benefit or final salary pensions as well as defined contribution or money purchase pensions.
Our Australian team provides a broad range of in-house financial services such as superannuation, risk management strategies, asset protection, Australian investments, and retirement planning.
The Advice Process
