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Why Sterling Planners are the preferred choice for so many:

  • Personal involvement in the planning process ensures transparency and peace-of-mind
  • Trusted advice from a dedicated specialist adviser in consultation with your accountant, lawyer etc
  • Specialise in large UK Pension Transfers to Australia – provide cost effective solutions to optimise tax on large transfers and assess the appropriate Lifetime Allowance protection applicable to the individual situation
  • QROPS (Qualified Recognised Overseas Pension Scheme) Experts in Australia since 1997, undoubtably one of the most experienced UK pension transfer specialists in Australia. Getting expert QROPS advice could potentially save you thousands of $$$ on your UK transfers to Australia
  • Satisfied customers across our services of Financial Planning, UK Pension transfers to Australia, SMSF, Insurance and QROPS advice
  • Professional, approachable and knowledgeable team including our specialised client services team and expert financial advisers