Why Finsec PTX?

INTEGRITY

Initial consultations are complimentary and without obligation. We will not provide advice where we cannot evidence clear suitability for a transfer, or where any benefits come at too high a price. It is these principles of integrity that allow us to build successful and long-lasting relationships with our clients. We have clients with a range of different scenarios who are happy to talk with any prospective clients about their experiences.

REGULATED END-TO-END SOLUTION

We are regulated in Australia (through ASIC) and have a dedicated advice partner in the UK (regulated through FCA). As a separate entity to FinSec PTX, our UK advice partners will also look at every transfer scenario independently and without bias. This methodology ensures that we offer a ‘best of breed’ end-to-end solution.

It is important to note that FinSec Partners will oversee and manage the entire transfer advice process to ensure your client experience is as seamless as possible.

BROADER ADVICE SOLUTIONS

Many of the clients that come to see us about transferring their UK pension to Australia, are actually looking for broader clarity with regard to their retirement planning.

As a part of our UK Pension Transfer service, we provide post-transfer advice and the opportunity for you to receive ongoing advice and services. In our experience, most clients are looking to structure and simplify their financial affairs so they can confidently achieve their goals and objectives over the longer term.

TRANSPARENCY

All advice and any associated product and investment fees are 100% transparent. We will clearly explain where and how fees are due at each stage of the process, and what value you are getting for each. All fees are fixed flat dollar fees and will be documented in your complimentary Statement of Advice once we understand the scope of the advice required. We do not receive commissions on any UK pension transfer services.

CONSIDERED

A pension transfer is not a transaction based service. Compliance aside, in order to maximise the benefits of your transfer, strategy must be considered in the context of your individual circumstances.

FinSec Partners is committed to ensuring clients understand all the options that exist for them; and are able to make a fully informed decision.

SPECIALISTS

Our specialist knowledge has been honed by experiences gained over 25 years. As a result, we have been able to provide many clients with appropriate advice given their situation whilst navigating the ever-changing legislative requirements of both the UK and Australia. We continue to deal with many different challenges as a result of various client and pension scenarios and work closely with new legislation and other professionals to maintain our knowledge.

As a result of our experience and specialist knowledge, many other financial advisers and accountants refer their clients to us to deal with this component of their advice.

PRIVATELY OWNED AND OPERATED

FinSec PTX is a specialist service of Finsec Partners. We are 100% privately owned and operated by the people who work in our office. By choosing to be self-licensed we have the control and flexibility to work with any product provider or institution in the market. We control our own business systems and our clients benefit from the flexibility and simplicity this brings. Our ethos on the other hand, remains big business orientated. As such we invest heavily in our people, technology and corporate governance.