About UKPT
A division of Aspect Wealth AdvisersAttention to Detail
Forward Thinking
Problem Solvers
– Brian Aldiss
Service Driven
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.
- UK Pension Transfers 100%
- Superannuation 100%
- Investment 100%
- Retirement Planning 100%
- Self Managed Super Funds 100%
- Personal Insurances 100%
- Income Protection 100%
Marc Banvill
Partner
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