Financial planners with both Oz and UK expertise
 

Can anyone (except spammers!) recommend a financial planner who could help us in our goal to create a relatively stable income from funds/assets in Australia and the UK? We now live in the UK (northwest) permanently, but I'm guessing that most business could be done via email and phone.

I did approach Go Matilda some months ago and they were really helpful, but we've realized that we need more than dual country tax advice, we need someone that can guide us through the untold number of different scenarios of the what/where/how of investments, for how long, at what likely return on investment (crystal ball optional), and the taxation implications of all of that for our particular situation. We just want what I guess most people do - to maximize what we have.

Oz superannuation, Oz short term deposits, UK investment property, tax in both countries - all stuff we need advice on.

Gawd, I hate all this stuff. Any recommendations/leads gratefully received.

Re: Financial planners with both Oz and UK expertise
 

I think you are unlikely to find a financial planner with experience in both countries. Financial planning is highly regulated in both countries, so that would be super niche, to be operating in both I mean. I would get one for each country and indeed accountants (like Go Matilda) would very rarely be approved as financial planners.

Re: Financial planners with both Oz and UK expertise
 

I suspect you're right there, it was a big ask. Ta for the advice :thumbup: