Many thanks Nick. Thank you for all the work you have done for us this past year. It's been a long hard slog getting to this point and I know it wouldn't have happened if you hadn't taken hold of it.
Now we have been living in Australia for one year I felt compelled to write and let you know how much we have valued the advice we received from bdhSterling. Prior to engaging your services, Ian and I had researched as much as we could on the internet, but it wasn’t until you came to visit us at our house for that “no obligation meeting” that we became clear on the various processes involved. Your fees were transparent, from the start, so there were no hidden surprises.
The tailored report that bdhSterling produced was first rate; it was clear, detailed and laid out simple steps for us to achieve our goal…which was to join our children and grandchildren in Australia with as much of our pensions intact as possible.
As you remember, we had various pots of pension and investment, plus savings in a variety of wrappers, so, far from straightforward. Just as an added complication I had even begun to draw on one of the pensions.
The transition between UK investments and personal pensions into the recommended SIPP and thereafter the transfer into Australian dollars and Self Managed Superannuation Fund all went smoothly, because of your excellent advice. We have no doubt that we could not have achieved this without the advice contained in your report, which highlighted so many things of which we were totally unaware.
During the emigration process we had many questions. Whenever we emailed we received a prompt personal response which set our minds at rest.
Since arriving in Australia excellent communication continued, with answers flying back by email whenever I had a wobble.
Thank you, Simon, bdhSterling made the whole process so much more straightforward and took away any financial worries other than the plummeting exchange rate of course!
I was referred to bdhSterling, as a company with a good reputation for managing the type of transaction that I required, by a trusted financial advisor. Simon Harvey ensured that my needs were understood and provided me with well thought-through and valuable, advice and guidance. The transactional process was concluded seamlessly and without undue fuss.
Simon takes you through all procedural steps and advises upfront what inputs are required from you, he manages the process on your behalf and importantly, does everything he says he will, on-time and as agreed at the beginning. I was thoroughly delighted with the final result – a first class company that I would recommend to anyone looking for the very best in financial services.
We were recommended to use bdhSterling by our migration agent after lodging our parental visa application. We met Nick Bond at our home and he explained all of the financial options that were available to us and then produced a very comprehensive report which itemised actions that we should take to transfer our pensions and savings to an Australian superannuation fund. He also completed forms for us to use in claiming a tax reduction on our existing UK annuities.
Nick also recommended a financial advisor in Perth, who has completed the transfer of our pension funds and has set up a self-managed superannuation fund to hold our savings. This fund allows us to hold assets in sterling in the hope of an improvement in the exchange rate!
We’ve been very pleased with the advice that we received and would have no hesitation in recommending Nick and bdhSterling to anyone else needing financial advice on migrating to Australia.
We would just like to write and advise how grateful we are to Nick Bond. He dealt with the transition of our UK pensions through to our Self Managed Superannuation Fund here in Australia, in a most efficient and professional manor. Keeping us up to date at all times either by email or a phone call. We first met Nick a few years back when he visited us at our home in the UK whilst he was working for Qlobal Qrops. So we couldn’t have been happier and more relieved when he called to say he is now here working in Australia.
Thanks very much to Nick and bdhSterling. Our Superannuation Fund is now up and running!
In 2003 I left Australia for ten years, to work overseas in both the United States and in Scotland. During that time Michael Williams looked after my finances in Australia.
In September 2013 I returned to Australia and started to prepare for my retirement. Then I was referred to Simon Barwick and since then Simon has provided me with excellent financial advice and service on how to set up superannuation accounts and how to manage my funds in the next few years before I actually retire. Part of this was to help me transfer funds from both the US and the UK into my Australian super account. Again, the advice and service was excellent. I would recommend them and bdhSterling for anyone, but especially for people who have assets overseas that might need transferring back to Australia in a tax effective way.
I would like to thank you and your company for doing such an excellent job. When I started this in January I had no idea how it would turn out. I contacted a couple of companies and was impressed by the detail in your response. The link on your site to the FSA together with your articles on the Internet assisted with my due diligence.
The quality of all your work was extremely professional and I was very impressed by your understanding of my needs.
Once again, thank you and may I wish you continued success for the future.
We are grateful for the help that Nick gave to help me and my wife with our migration to Australia.
Your Migration and Financial Report was easy to understand and Nick was always helpful with our tax forms and pension planning. We would recommend Nick and your company to our friends and family.
I have worked closely with Simon Harvey and his firm GLOBAL QROPS LTD for about 3 years now and I have found them an extremely professional and reputable organisation for me to outsource my UK pension transfers to. Before I met with Simon, I would have to make calls all-round the UK in the middle of the night Australian time to do my research. Now it is a breeze, I source the client, refer them to Simon he has a Skype meeting with them and everything at the UK end is put into motion. I liaise with the client in Australia and when the funds have all been tidied up in the UK and ready for transfer I take over from this end. It is a very well-oiled process and one I could now not operate without. Simon copies me in on all correspondence so I know at any time where the process is up to.
I have no hesitation in recommending Simon Harvey and his firm to anyone who is operating in this space.
The QROPS Bureau have been working with the directors and staff of bdhSterling for over 5 years. They are extremely experienced and technically competent in transacting pension transfers and are particularly well positioned to work with UK nationals migrating to Australia as they have regulated entities in both jurisdictions. The advisers at bdhSterling are backed up by a friendly and efficient administration team and I have no hesitation in recommending their services.