What Our Clients Are Saying
I contacted Monarch Wealth for advice on transferring my UK Pension to Australia. I was able to meet Ben Growden face to face and he walked me through the process and provided professional advice that we eventually implemented. Since then Monarch have also assisted me with my Personal Insurance needs. Receiving the appropriate pension advice from an Australian Regulated Adviser is very important and I have no hesitation recommending Monarch Wealth services.
Before engaging Monarch Wealth we had come from a position of having financial advisers who were very unresponsive and happy to take their fees by doing the minimum amount of work. We found Monarch Wealth through a web search, and decided to engage them as advisers as they seemed to be well qualified to deal with our particular financial position at that time (transferring funds into Australia). We haven’t regretted that decision and Ben at Monarch is a breath of fresh air, always very quick to respond to questions and challenges, and prepared to go the extra mile to ensure we get the best outcome. I would certainly recommend Monarch Wealth to anybody wishing to transfer their pension funds into Australia.
Transferring a UK Pension to Australia can be a mine field of technicalities which requires expert understanding of both UK and Australian regulations. Ben has been fantastic to work with; systematically taking me through the options and impartially explaining the pros and cons of each. He took the time to understand clearly my personal circumstances and future aspirations. I would highly recommend Ben to any expat who wishes to seek genuine and accurate advice on a UK pension transfer.