Sterling Planners Pty Ltd
Business Banking Service - North Sydney, NSW
Sterling Planners are specialised in UK pension transfers to Australia, expat pensions, defined benefit pensions and QROPS transfers and Self-managed Superannuation Funds
This is why Sterling Planners are the preferred choice for so many:
• Comprehensive Appraisal of your UK pension situation - giving you specialist QROPS advice from the industry experts
• Leading QROPS Experts in Australia - click here for details
• Sterling Investment Option - enables you to transfer and invest in Sterling - thus no exchange rate issues upon transfer
• Specializing in Large Transfer Values (over AUD $540k) - we provide cost effective solutions to tax optimise your large transfers
• Friendly, approachable staff including our specialised client services team and expert financial advisers
• Trusted advice from your own dedicated "financial coach" in consultation with your accountant, lawyer etc
• Your personal involvement in the planning process ensures transparency & peace-of-mind
Services
• Wealth Accumulation
• UK Pension Transfers (QROPS transfers)
• Retirement planning
• Personal Insurances
• Superannuation
• Investment Advice
• Redundancy Advice
• Estate Planning
• Self Managed Super Funds (SMSF)
• Business Insurance
For financial enquiries contact Sterling Planners Pty Ltd today!
