About UKPT

A division of Aspect Wealth Advisers
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Attention to Detail

We take care to secure your financial future.

Forward Thinking

Seeking success in the future requires solid planning now.

Problem Solvers

“Whatever creativity is, it is in part a solution to a problem”
– Brian Aldiss

Service Driven

We pride ourselves on quality service and getting you the best results.

Our Story

We understand financial matters are complex and can cause uncertainty.

Many UK expats have benefited from discussing their UK pension schemes with our advisers who have a wealth of knowledge in this system, and understand the challenges faced by those moving to Australia.

It’s not just about the transfer. We also provide personalised advice to help you understand the options available and improve your financial situation. We aim to help our clients with their personal finances, supporting the dream of owning a house and having a comfortable retirement.

With 55 years of experience in financial services, we are a privately owned firm assisting clients in all locations within Australia.

Aspect Wealth Advisers logo

  • UK Pension Transfers 100% 100%
  • Superannuation 100% 100%
  • Investment 100% 100%
  • Retirement Planning 100% 100%
  • Self Managed Super Funds 100% 100%
  • Personal Insurances 100% 100%
  • Income Protection 100% 100%

Marc Banvill

Partner

Over the past 13 years, I’ve gained a strong appreciation of what individuals and families really want when it comes to financial security. I enjoy helping them improve their personal situation.

Everyone is different and I strongly believe our needs change as we move through various life stages. A financial plan that is flexible and reviewed regularly is vital.

I began my financial services career in 2000 with a focus on superannuation, salary packaging, insurance and retirement planning. I later joined Westpac Financial Planning where I assisted clients from all walks of life with their financial needs.

I moved to a new firm in 2006 and established a new section that specialised in UK pension transfer advice. The firm subsequently transferred more than 2000 personal and company pension funds from the United Kingdom (UK) to Australia.

I still look after many of those clients today. They live throughout Australia and I travel regularly to review their situation in person.

We are approachable and provide insights into complex areas of the financial landscape for our clients. We offer considered advice to individuals, couples and families seeking clarity about their financial future.

As a father of four, I keep very busy with children’s sport and social interests. I’m a keen cricketer and I love the AFL (go the mighty Geelong Cats!) and enjoy spending my holidays at prime fishing spots on the coast.

Areas of expertise Marc Banvill specialises in:

  • Retirement Strategies
  • Wealth Creation
  • Superannuation
  • Tax Effective Investment
  • Aged Care Advice
  • Personal Insurance
  • UK Pension Transfer
  • Ethical Investing

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This website contains general advice only. You need to consider with your financial planner (or adviser), your objectives, financial situation and your particular needs prior to making an investment decision. Shartru Wealth and its authorized representatives do not accept liability for any errors or omissions of information supplied on this website.