Meet our Clients

The best part of what we do is seeing the impact we have on our clients' lives. Some of them were kind enough to share their stories - meet them below.

Jim & Vicky Jamieson

During the process of migrating to Western Australia in 2013, Jim and Vicky we looking for some help transferring their UK pensions. We were there to support them through it and beyond.

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Sarah-Jane Butfield

Having lived in Australia for a period of time, Sarah was going through the complicated process of moving her pensions back to the UK, while also going through a divorce. We were there to guide her through.

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Ellen Lewis

Having made the move from Australia to London, Ellen needed help navigating the unique complexities of UK pensions. With our expertise in both Australian and UK finance, we were best placed to assist her.

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Paul Coates

Paul was setting out on his life-long dream of moving from the UK to Australia to live by the ocean. With our help, he was able to turn that dream into a reality.

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Tara & Bryan Nixon

Having lived and travelled all over the world, Tara and Bryan were looking for some financial security for the future - both for their own retirement plans and for their children.

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