About UKPTA division of Aspect Wealth Advisers
Attention to Detail
“Whatever creativity is, it is in part a solution to a problem”
– Brian Aldiss
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% 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%
“My desire is in helping my clients plan a secure financial future for themselves and their families. Understanding the unique needs of every client helps me give the best advice possible.
People work hard for their money and I want to help them maximise their income. I’m passionate about helping my clients understand and take control of their finances.”
“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.”