New Super & Pension (UK-SIPP) Schemes Approved

[Andrew from Vista Financial]

At Vista we have been working very closely with a number of Super and Pension (UK) companies of late to forge partnerships/relationships so that we are able to offer our new and existing clients access to a wider range of solutions and with providers that are highly rated and awarded in their field.

On the back of this we believe that we are now in an even stronger position to cater for an individual/couples retirement planning needs (particularly UK expats).

Our solutions cover all aspects of retirement planning and wealth creation and include advising on and access to:

• Industry Super Funds;
• Not Profit Super Funds;
• Retail Super Funds and Wrap Platforms;
• A UK International SIPP (UK Pension) allowing British Pound and Australian Dollar investment options;
• Self-Managed Super Funds (including QROPS);
• Guaranteed Annuities (short and long term including lifetime annuities);
• Access to a very wide range of unlisted managed funds;
• Access to the ASX M-Funds service;
• Access to a wide range of listed managed fund/ETFs;
• Access to Direct Equities and Listed Investment Companies.

We charge on a fee only basis for these solutions and our fees are fair and transparent and disclosed upfront.

We also use clean investments/funds meaning that there are no commissions charged on them and we ensure that we look for the most cost effective solutions available for our clients needs.

Feel able to contact me if you would like to discuss our services in more detail.

Regards

Andy