Nick Bond

Senior Financial Planner

At work

Nick has worked in financial services since 2008, focusing his expertise within the pension transfer advice arena. He is a qualified and licensed financial adviser in both in the UK and Australia, ensuring high-level, cross-border financial planning advice. Nick is also a Pension Transfer Specialist. Over the years, Nick has assisted hundreds of clients in transferring their assets into the most suitable tax environment, and he has built trusted relationships with a number of local financial planners.

In 2014, he got a taste for the Australian way of life and made the permanent move from the UK to Sydney to be closer to family. As an expat himself, Nick understands the challenges facing his clients and their families when they make the decision to move abroad. This unique insight allows him to approach each individual situation with empathy and compassion.

 

Google Reviews
Rod Dew
I have been impressed with bdhSterling service over a number of years. They assisted me in moving and consolidating UK pension funds into an Australian SMSF. Subsequently this has operated smoothly with sound investment advice and flexibility for me to manage some of the portfolio. Billy Tomlin has been an excellent advisor, supported by a good administration team and manager, Nick Bond.
Rosamond Laws
I have been with bdhSterling for a number of years and I have always received excellent service.I have recommended their services to a number of my friends so they can benefit from their all-round professional service.I am particularly impressed with Nick Bond, who listens to my needs and has helped me achieve my goals, especially during this difficult time, so that I will be in the best position I can be for my retirement.
Paul Smith
Since our first contact in 2016, I have been very happy with bdhSterling’s services. Nick Bond advised on and managed the transfer of my UK pension funds to an Australian SMSF and its subsequent consolidation with another Australian pension fund. I was extremely satisfied with Nick’s advice at all stages of the process, and I continue to be satisfied with his on-going investment advice and management of my portfolio. I would highly recommend the quality of service at bdhSterling.
David Swinbanks
Nick Bond at bdhSterling has done a great job of helping me with the very complex process of transfer of my UK pension to a self managed fund in Australia. I can highly recommend bdhSterling for anyone looking to transfer their pension between the UK and Australia.
Fran Bacon FFAU
bdhSterling have assisted us in the minefield that is transferring UK pensions to an AU SMSF.We honestly could not have completed this process without them. Nick Bond - our advisor - has expertly guided us through the whole process and kept us up to date every step of the way. All the team at BDH team have been excellent. Highly recommend.
Jane Elman
Nick Bond is personable, knowledgeable and always does his best for us.

Spotlight questions

What’s your best tip for anyone moving to Australia

Contrary to popular belief (for those that watch Neighbours and Home and Away) it is not always hot in Australia. In fact it snows in some parts of the country, so don’t forget to pack a coat or two.

What’s the best thing about living in Australia?

The laid-back lifestyle and the ability to be able to enjoy your leisure time more due to the lovely weather for 9 months of the year.

What gives you the most satisfaction about your work?

Helping people who have embarked on a similar journey to myself and watching them build their lives in Australia.

What’s the best thing about working for bdhSterling?

That we always strive to improve the client journey and always have clients’ best interest at heart (oh and the office being a 5 minute walk from the Sydney Opera House and Harbour Bridge)

When should someone who is moving overseas get financial advice?

Simple: as soon as possible. There are many things that can be done pre departure that can either save you a lot of money or make your life a lot easier when you arrive in your new home country.

What’s your best financial tip for anyone moving from the UK to Australia?

Stop converting dollars back to pounds in your head before you spend money.

What do you miss about living in the UK?

Family, friends and Arsenal away games