Wealth management
Your assets will be in expert hands – in both jurisdictions
Do you need a team to manage your assets and pensions across jurisdictions? We have the credentials and expertise you need. When you choose PX Pension Exchange, you’re choosing peace of mind – every day until you retire (and thereafter).
The best of both hemispheres
With wealth management experts based in both Australia and the UK, PX Pension Exchange will:
- Apply a holistic lens to your asset, pension and superannuation management strategies on a global scale
- Present you with a wider range of wealth creation and tax management strategies not typically available in your local market
- Help you save tax when you transfer assets to another country through a variety of strategies available via the UK
A long-term partnership
Most clients first come to us for pension advice, transfers and set ups. But PX Pension Exchange is here to support you well before – and long after – your new pension scheme is properly established.
Our international team will also:
- Review and analyse your product portfolio based on our in-depth understanding of your financial goals and investment risk profile
- Manage your financial products (including your pensions) ongoing to ensure that they’re well looked after and align with your changing needs
- Provide ongoing advice and recommendations
REMEMBER: The value of investments and income from them can fluctuate (this may partially be the result of exchange rate fluctuations) and investors may get back less than the amount invested. Past performance is not a guide for future performance.
For wealth management advice and solutions you can rely on
Or call 1300 007 979 – our experts are available 24/7