Sterling Planners
Sterling Planners is an award-winning financial planning company specializing in UK Pension transfers, and wealth planning.
Sterling Planners is a principal practice of Fortnum Financial Advisers, Australia’s leading licensee for quality, client-centric financial advice businesses. Established in 1997, Sterling Planners has offices in Perth, Melbourne, Sydney and Brisbane.
Contact
John Goldie CFP Dip FP Director
John, who heads up our WA office, recently celebrated his “silver jubilee” as a financial adviser. In addition to his extensive knowledge of UK Pension & QROPS issues, John is also a retirement planning specialist, possessing intimate knowledge of the intricacies of retirement income stream products.
Clients
Most of our clients initially joined us after seeking our assistance to transfer their UK pensions to Australia. Pleased with the advice and service they received, many have referred their friends to us.
Expertise
- UK Pensions Transfers to Australia
- Qualifying Recognised Overseas Pension Scheme, (QROPS)
- Financial Planning
- Self-Managed Super Funds