Financial peace of mind, right here in Sydney
Set a Clear Path for Your Financial Future in Sydney
Understanding how to manage your money and having a clear plan in place is crucial for creating the life you want. But knowing where to begin can be overwhelming, especially if you’ve recently relocated or are navigating the complexities of cross-border finances.
That’s where expert guidance makes all the difference.
At bdhSterling, our Sydney team helps individuals, families, and expats turn aspirations into achievable plans. Whether you’re an Australian resident or have moved from overseas, we understand the unique financial challenges that come with international transitions – from managing UK pensions and overseas investments to understanding Australian tax and superannuation considerations.
With deep knowledge of both the Australian market and global financial systems, we’ll help you explore your options and build a bespoke strategy that fits your life and goals.
Whether you’re planning for retirement, investing for the future, or navigating a financial transition between countries, we’re here in Sydney to guide you every step of the way.
Here’s how our Sydney team can help…
Real financial planning in Sydney
Our service is genuinely client-focused. Your goals, lifestyle, and long-term vision sit at the centre of the financial plan we create for you. Whether you’re an expat or a long-term Australian resident, our Sydney-based planners can help you understand whether your current resources are enough to support your future ambitions.
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Retirement planning in Sydney
If you’re starting to think about your retirement, you may be wondering how much you’ll need to retire comfortably, especially if you have pensions overseas. Our Sydney team will work with you to ensure you can retire when you want and maintain your preferred lifestyle when you do.
We offer specialist advice for expats, including UK pension transfers and QROPS considerations, superannuation strategies, and tax-efficient retirement planning. Whether you’re retiring in Australia or abroad, we’ll help you understand your options and forecast your future with clarity and confidence.
You may also want to leave a legacy to your family, and we can help you structure your retirement assets to maximise what is passed to the next generation in a tax-efficient manner.
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- Download our UK to Australia Pension Transfer Guide
- UK pensions and Australian supers: key differences
You can also download our guide on retiring successfully in Australia.
Investment options in Sydney
We offer an array of investment options depending on your circumstances, always ensuring your money is in safe hands. You can also contact our Perth office.
Through our investment committee, we’ll help you find the options and portfolios to suit your needs and risk appetite. You can keep track of your investments with online access, and our dedicated client services team is always on hand to assist you.
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Ongoing service
It’s important that we’re set up to provide you with an ongoing service, so we can continue to meet your needs as they progress and evolve.
We’ll typically meet with you at least once a year to review your situation and make any necessary changes to your plan. For expats, this includes monitoring changes in UK and Australian tax laws, residency status, and international regulations that may affect your financial strategy.
Sydney office
Address
Level 17, Angel Place,
123 Pitt St, Sydney,
NSW, 2000,
Australia