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Harding Wealth Management
Willunga, South Australia, Australia
About Harding Wealth Management
Welcome to Harding Wealth Management, one of Australia's leading financial planning practices specializing in UK pension transfer advice. Located in the picturesque city of Onkaparinga, Willunga, South Australia, our institution offers a unique blend of UK and Australian financial planning qualifications, backed by over 25 years of client advisory experience.
At Harding Wealth Management, we understand the complexities involved in transferring your UK pension fund to Australia. With Simon Harding at the helm, boasting over 20 years of UK-based pension advice experience and eight years of Australian-based financial advisory experience, we provide the expertise necessary for this specialized area of advice.
Simon Harding holds the prestigious Certified Financial Planner® (CFP) status in both the UK and Australia, making him one of the few CFP™ Chartered Fellows of the Chartered Institute of Securities and Investment (UK) currently authorized in Australia. This globally recognized gold standard in financial advice is awarded based on Education, Ethics, Examination, and Experience, making it the highest accolade available in Australia.
If you are considering transferring your UK pension fund to Australia, it is important to note that you must be age eligible, with the transfer process commencing once you reach the age of 55. Our team can guide you through this complex process and ensure that you comply with all necessary regulations.
Even if you currently reside in Australia and have UK pension benefits, we can still provide qualified and ethical advice to help you make informed decisions regarding your pension. It is important to note that these pensions offer a guaranteed level of income, spouse's pension, and inflation proofing, which may be lost if transferred to another style of pension fund. We can help you navigate this complexity and find the best solution for your unique circumstances.
If you have already transferred your UK pension entitlement to a QROPS fund within the last 10 years, our team can conduct a thorough review to ensure that you are maximizing the benefits of your transfer.
At Harding Wealth Management, we are dedicated to assisting you in creating and maintaining a comfortable lifestyle in Australia. Whether you are an individual or a professional such as an accountant, lawyer, or migration agent with clients holding UK pension funds, we are here to provide value-added services that enhance and protect your client engagement.
But don't just take our word for it. Our clients have consistently praised our exceptional service and expertise. Craig M from Sydney, NSW, expressed his satisfaction, stating, "I couldn't be happier with the service you have provided moving my UK superannuation to Australia. Thank you for taking the angst out of what could have been a very stressful and problematic process."
Ian P from Brisbane, QLD, echoed this sentiment, saying, "I wanted to deal with a company that is professional, and I got a company that is at the top of their profession. I would not hesitate to recommend Harding Wealth Management; they provide advice like it should be."
David J from Melbourne, VIC, commended our knowledge and expertise, stating, "Simon efficiently helped me through the UK pension plan transfer process. His knowledge of this very complex field is unquestionable. I have no hesitation in recommending his services."
When it comes to transferring your UK pension fund to Australia, trust the experts at Harding Wealth Management. We have the knowledge, experience, and integrity to guide you through every step of the process. Contact us today at 1300 796 580 or email welcome@hardingwealthmanagement.com.au for a highly personalized advice service. Let us help you achieve your long-term financial security in Australia.
Photos of Harding Wealth Management
Willunga SA 5172, Australia
Opening hours of Harding Wealth Management
Monday:
09:00 - 17:00
Tuesday:
09:00 - 17:00
Wednesday:
09:00 - 17:00
Thursday:
09:00 - 17:00
Friday:
09:00 - 17:00
Saturday:
Day off
Sunday:
Day off
Reviews of Harding Wealth Management
"Simon was professional, well educated and polite. Highly recommend his services."
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