Wealth management for UK and Australian expats

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Expat services

Wealth management for UK and Australian expats

Drawing on our extensive experience and the strength of our international connections, we offer bespoke wealth management solutions to UK and Australian expatriates. Our expertise encompasses personalised investment strategies and pension guidance, ensuring your financial portfolio is optimised for your unique circumstances.

Home / Advisory / Global services / Expat services / Wealth management for UK and Australian expats
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Advice on UK pensions

We are well versed in the Recognised Overseas Pension Scheme under UK pension laws (commonly known as QROPS) and have the tools to assist you with rolling your UK pension fund to an Australian superannuation fund. Speak with our experts today.

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Advice on UK investments

Are you needing advice on your worldwide investments? Our Nexia team of experts can provide advice to assist you in structuring your international financial affairs in a way that meets your objectives, manages foreign exchange risk and diversifies your investment portfolio.

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Financial service license details

Financial Services are provided by individual associated entities of separate independent Chartered Accounting firms part of the Nexia Australia Pty Ltd umbrella group. For more details, see our legal page here.

Some entities are individually licensed and others are corporate authorised representatives.

  • Nexia Sydney Financial Solutions Pty Ltd (ABN 88 077 764 222) have their own Australian Financial Securities Licence (No. 247300). See here for details.
  • Nexia Perth Financial Solutions Pty Ltd (ABN 54 164 264 331) have their own Australian Financial Securities Licence (No. 482926) See here for details.
  • Nexia Melbourne Wealth Strategies Pty Ltd (ABN 26 159 538 762) Authorised Representative No. 432939 (Nexia Melbourne Wealth Strategies). See here for details.
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Locations
Craig Wilford

Craig Wilford

Partner, Financial Planning

Sydney, NSW

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Naomi Smith

Partner, Tax Consulting

Canberra, ACT

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Steven Wild

Partner, Business Advisory

Adelaide, SA

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Stewart Watts

Director, Business Advisory

Adelaide, SA

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