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bdhSterling
bdhSterling: Klare Pensionsübertragungen und Beratung zum selbstverwalteten Superfonds mit professioneller Betreuung
5(5 Bewertungen)
Finanzberater
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bdhSterling: Klare Pensionsübertragungen und Beratung zum selbstverwalteten Superfonds mit professioneller Betreuung
bdhSterling ist ein in Perth ansässiger Finanzberater, der fachkundige Beratung zu UK-Pensionsübertragungen, zur Einrichtung eines selbstverwalteten Superfonds und verwandter Finanzdienstleistungen anbietet. Das Büro befindet sich in der 28 The Esplanade, Perth. Das Team wird für seinen gründlichen, transparenten und hochprofessionellen Service gelobt, der komplexe Übertragungen stressfrei macht. Kunden berichten von klarer Kommunikation, fundiertem Fachwissen und zuverlässiger Unterstützung in Perth, Sydney und dem Vereinigten Königreich.
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Fachkundige Beratung zur Übertragung britischer Pensionen auf australische SMSFs, Berücksichtigung der HMRC-Anforderungen und transparente Abwicklung komplexer Prozesse.
Umfassende Unterstützung bei der Einrichtung und Verwaltung von SMSFs, einschließlich Anlagestrategien und regulatorischer Compliance.
Personalisierte Beratung zu Investitionen, Ruhestandsplanung und Vermögensverwaltung, zugeschnitten auf die individuellen Bedürfnisse des Kunden.
Strategische Steuerberatung zur Optimierung finanzieller Ergebnisse und Sicherstellung der Einhaltung australischer und internationaler Vorschriften.
Entwicklung maßgeschneiderter Ruhestandspläne zur Absicherung finanzieller Zukunft und Unterstützung eines reibungslosen Übergangs in den Ruhestand.
Steph from BDH Sterling has been absolutely fantastic throughout the whole of my pension transfer journey; couldn’t speak any more highly. In fact, the whole BDH team right from the beginning has been thorough, transparent and highly professional making the process entirely stress free! Recommend
I have been a client of bdhSterling for over six years, following the transfer of my Pension fund to a QROPS - a legislative requirement of HMRC. This was quite a complex process, and I cannot commend bdhSterling highly enough for their knowledge of the requirements and professionalism throughout the whole process. Nothing was too much trouble, and they guided me through every step of the process. I could not have set up my Self Managed Super Fund without their expertise and depth of knowledge. Every member of the bdh Team I have had the pleasure of dealing with has always been extremely professional and friendly, and nothing has ever been too much trouble. Communication and the advice provided is always very clear, and any questions are always responded to in a timely manner. I have had previous interactions with members of the Sydney Office, and more recently with team members in the Perth Office. I cannot commend them highly enough. I have every confidence in the management of my Self Managed Super Fund, and the financial advice provided by bdhSterling and would certainly recommend their services to anyone.
The BDH team helped me navigate the transfer of my UK pension into an SMSF in Australia. The process was clearly explained, very transparent and I was very happy with the advice and outcome. Thanks to all at BDH in Perth, Sydney and the UK for looking after this for me. Cheers, Frank
JOHN HARROWER I have been with John for many years and have found him to be an excellent Financial Adviser. John is well informed and at all times puts forward financial options that are relevant to my personal situation. Details of your financial situation are clearly presented and at all times up to date. No attempt is made to influence your decisions but rather options are clearly presented and well explained. TRISH
We have been represented by financial advisor John Vailes at Bdh for a number of years now. We cannot recommend his services highly enough. John is extremely professional and very personable. He always answers all our queries thoroughly and has provided invaluable advice and support with regard to pension transfers from the Uk, setting up superannuation plans, investments and tax advice. Thank you John for making the transition to our new retired life in Australia so smooth and easy!
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