Why transfer your pension to Australia?
Superior tax effectiveness in retirement
Elimination of long-term currency risk
Avoidance of ongoing transfer fees
Succession planning
CHARTERED FINANCIAL PLANNERS
Award-winning Chartered Independent Financial Advice company with Financial Planners located in the UK and Australia.
IN-HOUSE SUPPORT
All advisers are supported by in-house professional paraplanning services and a first-class administration team.
NOTHING OUTSOURCED
Our UK pension transfer service is provided in-house and nothing is outsourced throughout the process.
INDEPENDENT
Independently licensed in both Australia and the UK, this means our advice can be provided conflict free.
Posted on PaulaTrustindex verifies that the original source of the review is Google. Super satisfied with pension planning advice from Gemma at bdh Sterling and have recommended her to our friends.Posted on Charlie FarleyTrustindex verifies that the original source of the review is Google. I always feel like I leave bdh's office having learnt something. Sound and efficient advice in a very complicated world!Posted on Robert TurleyTrustindex verifies that the original source of the review is Google. Steph from BDH Sterling has been absolutely fantastic throughout the whole of my pension transfer journey; couldn’t speak any more highly. In fact, the whole BDH team right from the beginning has been thorough, transparent and highly professional making the process entirely stress free! RecommendPosted on Daisy CTrustindex verifies that the original source of the review is Google. Very knowledgeable and efficient. I would definitely use BDH sterling again and also recommend to friends and family.Posted on Rod MTrustindex verifies that the original source of the review is Google. bdh having been providing me with financial advice for many years now - I've always found them very professional and proactive. Daniel and his team are always very responsive and I'm very comfortable having them manage all aspects of my superannuation.Posted on Karen SavageTrustindex verifies that the original source of the review is Google. I have been a client of bdhSterling for over six years, following the transfer of my Pension fund to a QROPS - a legislative requirement of HMRC. This was quite a complex process, and I cannot commend bdhSterling highly enough for their knowledge of the requirements and professionalism throughout the whole process. Nothing was too much trouble, and they guided me through every step of the process. I could not have set up my Self Managed Super Fund without their expertise and depth of knowledge. Every member of the bdh Team I have had the pleasure of dealing with has always been extremely professional and friendly, and nothing has ever been too much trouble. Communication and the advice provided is always very clear, and any questions are always responded to in a timely manner. I have had previous interactions with members of the Sydney Office, and more recently with team members in the Perth Office. I cannot commend them highly enough. I have every confidence in the management of my Self Managed Super Fund, and the financial advice provided by bdhSterling and would certainly recommend their services to anyone.Posted on Frank HODGKINSONTrustindex verifies that the original source of the review is Google. The BDH team helped me navigate the transfer of my UK pension into an SMSF in Australia. The process was clearly explained, very transparent and I was very happy with the advice and outcome. Thanks to all at BDH in Perth, Sydney and the UK for looking after this for me. Cheers, FrankPosted on Bob TrishTrustindex verifies that the original source of the review is Google. JOHN HARROWER I have been with John for many years and have found him to be an excellent Financial Adviser. John is well informed and at all times puts forward financial options that are relevant to my personal situation. Details of your financial situation are clearly presented and at all times up to date. No attempt is made to influence your decisions but rather options are clearly presented and well explained. TRISHPosted on Malcolm BaldockTrustindex verifies that the original source of the review is Google. John HARROWER in Perth WA has been a rock since we joined. Our Superannuation started heading in the right direction and now we are about to enjoy it.Posted on Susan RansomeTrustindex verifies that the original source of the review is Google. We have been represented by financial advisor John Vailes at Bdh for a number of years now. We cannot recommend his services highly enough. John is extremely professional and very personable. He always answers all our queries thoroughly and has provided invaluable advice and support with regard to pension transfers from the Uk, setting up superannuation plans, investments and tax advice. Thank you John for making the transition to our new retired life in Australia so smooth and easy!
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General Advice Warning
The information on this website is general in nature. It does not take into account your specific circumstances and should not be acted on without full understanding of your current financial situation, future goals and objectives by a fully qualified financial adviser. In doing so, you risk making commitment to a product and / or strategy that may not be suitable to your needs.