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can anyone recommend a good financial advisor in mandurah?

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Hi, we need a financial advisor to help with transfering pensions, life insurances etc. We live in Meadow Springs

 

Cheers Mike

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We were very happy with the quality advice from Andrew at Growth Financial Planners, Mandurah. Andrew helped us plan for our retirement, he very thoroughly put together a plan to not only make retirement a reality but also hugely reduced our tax payments whilst increasing our superannuation contributions.

https://www.growthplanners.com.au/

 

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Hi Mike.

For the transferring of pensions to Australia from the UK I would consider a firm that specialises in this area of advice - it is relatively niche and many financial planners won't have been involved in this on a regular basis.

My recommendation is bdhSterling, who have offices in Perth and the UK.

I hasten to add that I am a Principal at bdh Tax.

Best regards.

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