Pension Financial Advice - which agents have you used?
#1
BE Forum Addict
Thread Starter
Joined: Oct 2004
Location: Mona Vale, Northern Beaches, Sydney
Posts: 1,076
Pension Financial Advice - which agents have you used?
Hi
We need to get our pensions sorted and feel unable to do this without the help of someone who understands the tax laws. Moving to Australia later in the year.
Has anyone used an agent to this? If so who and would you recommend them?
PM if you would prefer not to post names on the forum.
Thank you
Tara
We need to get our pensions sorted and feel unable to do this without the help of someone who understands the tax laws. Moving to Australia later in the year.
Has anyone used an agent to this? If so who and would you recommend them?
PM if you would prefer not to post names on the forum.
Thank you
Tara
#2
Never been to Australia
Joined: Oct 2004
Location: Homeless
Posts: 495
Re: Pension Financial Advice - which agents have you used?
Have you had any PM's on this Tara ?
Would be interested in any info.
Thanks
Kevin
Would be interested in any info.
Thanks
Kevin
#3
BE Forum Addict
Thread Starter
Joined: Oct 2004
Location: Mona Vale, Northern Beaches, Sydney
Posts: 1,076
Re: Pension Financial Advice - which agents have you used?
Originally Posted by kevinl
Have you had any PM's on this Tara ?
Would be interested in any info.
Thanks
Kevin
Would be interested in any info.
Thanks
Kevin
Tara
#4
Re: Pension Financial Advice - which agents have you used?
Originally Posted by ali south
none, I'll bump it to the top of the forum at wake up time in Oz! I'll let you know
Tara
Tara
Good luck
Carolyn
#5
Re: Pension Financial Advice - which agents have you used?
Tara,
I use Donna.
She is really good looking, mid thirties, tall, slim, long natural blonde hair and a smashing personality too. Oh, but that was just a coincidence
To be serious, she works for AMP who I believe are one of the biggest and most successful pension companies here. I had no idea where to go but have found AMP have a lot of experience with overseas pensions and certainly her advice so far seems very credible.
So AMP for me.
I use Donna.
She is really good looking, mid thirties, tall, slim, long natural blonde hair and a smashing personality too. Oh, but that was just a coincidence
To be serious, she works for AMP who I believe are one of the biggest and most successful pension companies here. I had no idea where to go but have found AMP have a lot of experience with overseas pensions and certainly her advice so far seems very credible.
So AMP for me.
#6
BE Forum Addict
Thread Starter
Joined: Oct 2004
Location: Mona Vale, Northern Beaches, Sydney
Posts: 1,076
Re: Pension Financial Advice - which agents have you used?
Originally Posted by ali south
Hi
We need to get our pensions sorted and feel unable to do this without the help of someone who understands the tax laws. Moving to Australia later in the year.
Has anyone used an agent to this? If so who and would you recommend them?
PM if you would prefer not to post names on the forum.
Thank you
Tara
We need to get our pensions sorted and feel unable to do this without the help of someone who understands the tax laws. Moving to Australia later in the year.
Has anyone used an agent to this? If so who and would you recommend them?
PM if you would prefer not to post names on the forum.
Thank you
Tara