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.
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