Come and talk to us, and you’ll find out. A good way to start is to fill in our online questionnaire and e-mail it back to us. When we have a good understanding of your financial position, we’ll get back to you with some recommendations.
If you have relatively simple finances, a 30-minute chat with us on the phone may be all you need – and there’s no charge for this.
If things aren’t quite so straightforward, we’ll suggest we prepare a financial planning report specifically for you and your circumstances. This will be your financial strategy, you can use this as your ‘bible’ on financial services before your move and when you first arrive in Australia. The fee we charge for this report depends on how complicated your finances are. Of course, we’ll agree any charges with you in advance.
When you arrive in Australia, we’ll arrange for somebody from Global Pension Transfers to meet you, no matter which state you’ve chosen for your new home.
Between Siddalls and Global Pension Transfers, we’ll take care of moving your finances to Australia. If you choose to leave some of them in the UK, that’s no problem. We can manage these for you and send you regular reports for extra peace of mind.
Any questions so far?
Please call us on 01329 239111.