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    1. #1

      Title
      Senior Member
      Join Date
      May 2008
      Location
      Adelaide
      Posts
      1,168
      Liked
      339 times

      Financial Advice & Mortgage Advice

      Hello fellow POMS.

      I have been in Financial Services for over 8 years and worked previously as a Bank Manager and Mortgage Adviser for Alliance & Leicester and a Financial Planner for Natwest Bank. I am now a qualified Financial Planner associated with one of the largest groups of Financial Planners in Australia and an Accredited Mortgage Consultant.

      I am able to provide Mortgage advice for people looking to buy or build a home and also guide you through the process. For people with an existing mortgage looking to refinance I can shop around to see if there is a better product available for you. My Mortgage advice service is free as I am paid by the lenders.

      As a Financial Planner I specialise in providing UK Pension transfer advice. This is often quite a confusing area for many people which is understandable, so I aim to ensure that you fully understand what consequences are involved whether you transfer or not. My services do not stop after a transfer (if advisable) has been made, I continue to monitor and review your retirement plans with you on a regular basis so as to ensure that they remain on track.

      I also advise on Wealth creation (Investment planning, margin lending, savings plans) and Wealth Protection (Life Insurance, Critical illness, Income Protection). Many people are not aware that there are many financial services products that may be tax deductible here in Australia, like Income Protection for example.

      My services are personalised and tailored to every individual situation and I offer a free initial consultation at a time and location convenient to you.
      If you would like to have a no obligation meeting or even a chat over the phone feel free to contact me.

      (Remember failing to plan is planning to fail)
      Last edited by Andrew Williams; 30-04-2009 at 01:01 AM.
      Vista Financial Services - Mortgages, UK Pension Transfers, Superannuation, Investments, Life Insurance www.vistafs.com.au
      Financial Adviser: Adv Diploma Financial Planning (FPC UK) - Mortgage Broker: MFAA full member -Diploma in Finance & Mortgage Broking Management (CEMAP UK)

    2. #2

      Title
      Senior Member
      Join Date
      Jan 2008
      Location
      Craigmore
      Posts
      1,770
      Liked
      332 times
      I can highly recommend Andrew, he has just sorted our mortgage for us
      Jacqueline
      Stephen
      Matthew(12) Ethan(10) Conall(8) Liam(8)


      Temp VISA GRANTED 1st July 2008
      House sold 7th November 2008
      ARRIVED 25th NOVEMBER 2008
      Permanent Residency 5th May 2010

    3. #3

      Title
      Senior Member
      Join Date
      Dec 2006
      Location
      Building again in Aldinga Beach - love it :0)
      Posts
      718
      Liked
      212 times
      My Mood
      Crappy
      Quote Originally Posted by caoimhe View Post
      I can highly recommend Andrew, he has just sorted our mortgage for us
      Ditto - I also would recommend him highly too, he sorted our pension transfers, life and critical care insurance etc!

      Drop him a line, he's great!
      There are two lasting bequests that we can hope to give our children - one of those is roots: the other is wings!

    4. #4

      Title
      Senior Member
      Join Date
      Jan 2008
      Location
      Mclaren Flat
      Posts
      344
      Liked
      94 times
      My Mood
      Amazed
      Hi,

      Andrew also arranged the transfer of our pensions and arranged life insurance, we were told its near impossible to get life insrance on the SIR visa but Andrew arranged this without any problems, he goes the extra mile.

      I would recomend him.

      Tina
      Ian,Tina,Molly & Ruby
      Bradford - Yorkshire
      Arrived 4th July 2007

    5. #5

      Title
      Member
      Join Date
      Sep 2007
      Location
      Seaford Rise, SA
      Posts
      87
      Liked
      13 times
      Ditto, Ditto,Ditto

      We are very satisfied customers and would highly recommend Andy to you all
      Roz 40
      Richard 42
      Rory 11
      Jake 9

      175 Visa Lodged - Paper Oct 2007

      Visa Granted 8.9.09
      Arrived 24.10.08
      Living in Seaford Rise

     

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