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Retirement Planning in Australia: Secure Your Future Abroad

September & October 2024

Events • Retirement Planning in Australia: Secure Your Future Abroad

  • Financial Planning
  • Retirement Planning
  • Tax Planning

Hoxton returned to Australia to host a series of exclusive seminars aimed at helping expatriates take control of their international retirement planning.

These events offered valuable insights to those living in Australia with retirement assets outside of Australia, providing expert advice on how to maximise their financial future.

  • Why These Seminars Were Important

    Retirement planning for expatriates comes with unique challenges and opportunities. Our seminar series was tailored to address these specific needs, covering important topics such as consolidating retirement assets, managing multiple currencies, and understanding national tax regulations. Our cross-border team offered valuable strategies to help attendees take control of their financial future.

  • Key Topics Discussed

    • UK Pension Transfers – We explored the options and benefits of transferring UK pensions to Australia.
    • UK State Pension – Attendees learned about their entitlements and strategies to maximise their UK state pensions.
    • Superannuation Strategies – Expert guidance on how to maximise superannuation benefits.
    • Fundamentals of International Retirement Planning – The seminars gave a solid foundation in managing retirement assets across borders.

Alan Turner, Global Marketing Director, Hoxton Wealth

Hoxton remains committed to helping expatriates with ongoing, expert advice. Get in touch with one of our advisers to explore how we can continue supporting your international retirement planning needs.

Our Speakers

Michaela Van De Peer

Financial Adviser

Michaela has been in financial services for over 11 years. Throughout that time she has worked across the Middle East and been based out of Dubai, Qatar and Abu Dhabi. Over this time she has focused on UK pensions and offshore financial planning and her wealth of knowledge and experience has resulted in her consistently being one of the top advisers in the region.

“The company was recommended to me, i first called the company and received a call back later the same day, from start to completing the pension transfer i had numerous video link calls with them and they really made the whole process easy and very understandable, nothing was an issue and the whole team where very knowledgeable and experienced, nothing was a problem for them, truly recommend there services, great work from all there team.”

P Wood

22, April

“Since December 2024 I have been working with Hoxton’s, primarily with Ellie Gracie on 3 investment vehicles. I opted out of the first as I considered it too risky, the second one has been set up in March and we are currently trying to close on another in the next few days. Ellie has been great. She is always ready to listen to my concerns and is prompt with her email responses. I would say that we work well as a team and I certainly listen to her advice. Long may it continue!!”

R Permanand

21, April

“good product knowledge, easy to contact.”

M Shaw

21, April

“Our advisor, Avi Shah is patient, knowledgeable and personable. He took time to get to know us and didn’t rush us into an agreement . He is proactive and available to chat when needed and has provided us excellent advice in our assets.”

C Field

25, March

Contact Hoxton Wealth

Contact us today to discover how Hoxton Wealth can help you achieve your financial goals. Together, we can build a brighter financial future.