Supplier:

Prism Xpat

Countries Available
  • Australia
  • New Zealand
    • About Us

      Prism Xpat are specialists in providing UK - Australia and UK - NZ pension transfer and financial advice to emigrants and expats moving from the UK to Australia and NZ. Over the years we have advised thousands of clients on the financial side of their move.

      Our specialisations aside from pension transfers include cross border investment, property and inheritance tax planning, advising on when is best in the tax year to leave the UK, how to get tax back on leaving, and how your finances are tied to your visa type - hence how to benefit financially from your visa.

      Our significant pensions experience includes UK final salary schemes.

      With a head office in the UK and an unrivalled network of offices throughout Australia and New Zealand, we provide a seamless service so you are properly looked after in the UK before leaving, and by someone on the ground wherever you end up Downunder. Our service can commence from the Australian/NZ end, or from the UK - so it is never too late to get in touch.

      We are fortunate to have personnel with the top qualifications in the industry with our in house and affiliate teams including Actuarial (dually qualified as Fellow in the UK and Australia) and Chartered Financial Advisors with over 10 years each specialising on issues for emigrants from the UK to Australia/NZ.

      Advising on the UK/Australia/NZ markets is what we do. It is our core business and we are passionate about our work. We would love the opportunity to assist you further.

      The process starts with a phone discussion or face to face meeting in the UK, Australia or NZ.

      Looking forward to your enquiry and to assisting you further.

      Founded

      2002

      Offer

      Regulated By The Fca

      Number Of Advisors

      6

      Is Your Fee Based On A Percentage Or Flat Fee
      • Percentage
        • Consultations
          • Face to Face
          • Phone
            • Office Locations

              London
              Adelaide
              Auckland
              Brisbane
              Christchurch
              Melbourne
              Perth
              Sydney


              (Inclusive of network affiliates)

              Frn Number

              459255

              Free Consultation

              Rating: 3.5

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