VISTA FINANCIAL SERVICES – EXPERT UK PENSION AND MORTGAGE ADVICE
Andrew is a UK Expat who migrated to Australia in November 2007 and qualified as an Australian Financial Adviser and Mortgage Advisor in March 2008.
Andrew opened Vista Financial Services in February 2009 and has since helped countless Expats transfer their UK Pensions, purchase their first Australian homes and arrange and implement their financial planning affairs.
Andrew has been a member of Poms in Adelaide since May 2008 and has assisted many Poms in Adelaide members either directly as clients or just through his many helpful and informative threads and posts.
Andrew has been in the Financial Services Industry for over 10 years and in the UK was a qualified Financial Adviser for Nat West. Prior to this he was a qualified Mortgage Adviser and Branch Manager for Alliance and Leicester. Click here for Andrew’s Profile.
Vista Financial Services
UK Pension Transfers and Australian Superannuation
Whether or not you transfer your UK Pension(s) to Australia is a big decision. The Australian and UK Pension systems are very different so taking advice from someone that has a thorough understanding and knowledge of both is essential.
Every situation is different and Vista’s advice will be tailored to your individual needs including advantages and disadvantages of transferring your pension(s), benefits that will be lost and gained for you personally and projections to help you understand where you money is best placed for your retirement.
If a transfer is in your interests Vista will administer the whole process for you including the opening of an appropriate Superannuation Fund in Australia to receive your pension together with an individually tailored investment portfolio within your new Super fund that suits you and your Risk Profile.
We have access to a very large range of providers and are not tied to or owned by any Banks or Financial Institutions therefore you can be rest assured we pick the right Super Fund for you.
The investments that we can recommend for you within Super are vast and range between Term Deposits and Managed Funds to Exchange Traded Funds and Direct Shares.
Vista will keep you updated every step of the way and is on hand throughout the whole process.
Mortgages (Home Loans)
Vista has assisted countless Expats purchase their first Australian home.
Vista will advise you on the right Lender and Mortgage Product for you and will also assist you with the First Time Home Owners’ Grant (Permanent Residents) and Foreign Investment Review Board (FIRB) Approval and guidance for Temporary Residents.
Vista can also assist you with Investments, Superannuation and Risk Insurance (Life, Total and Permanent Disability, Trauma and Income Protection Insurance).
Andrew can also assist in Wealth Creation and Retirement Planning advice and enjoys many long term relationships with clients who consult with Andrew annually to assist them in reaching their retirement goals and objectives.
For more information Please visit our website www.vistafs.com.au or email Andrew at Andrew@vistafs.com.au alternatively contact Andrew on 08 8381 7177
Financial Planning Services are provided by Andrew Williams as an Authorised Representative (322874) of Professional Investment Services (Australian Financial Services Licence No: 234951, ABN 11 074 608 558). Mortgages and Home Loan services are provided by Andrew as a Credit Representative (of Australian Loan Company (ACL 377711)
Vista Financial Services Pty Ltd, ABN 70 135 609 022.