With so much to think about before moving to Australia, many people don’t give their finances the attention they deserve. One couple, having been granted a visa, got to the final stages of planning their move before realising they had no idea what to do about their pensions, savings and investments. They also had properties to rent in the UK, and hadn’t worked out the best way to deal with them.

They asked Siddalls for help. We analysed their UK financial position in detail, and recommended which aspects should be transferred to Australia and which should stay in the UK.

When the couple arrived in Australia, our partner company met them and helped get their finances established in their new country. Then Siddalls and our partner worked together to make sure the financial side of their move went smoothly.

Both companies continue to look after the couple’s finances. Each year, we send them a combined report to keep them up to date with how things are going in the UK and Australia – so the thousands of miles between their different assets and investments really don’t need to concern them.