Vista Financial Services - Sheidow Park, South Australia

Nicola B.

From the beginning, Andy and the entire Vista team, were professional and friendly. They ensured that the process of transferring my private UK pension to Australia was as smooth as possible. This was one less thing I needed to worry about as I set about establishing myself in my new home of Australia.

I highly recommend Vista Financial Services to anyone looking for peace of mind and professionalism when transferring their UK pension to Australia!

Chris D.

Andrew and all at Vista have been amazing over the last 10 years.
Andy is very knowledgeable and puts everything in layman's terms. Which makes it easy to understand.
He and his team followed everything up promptly, has a great understanding of UK and Australian pensions and has been instrumental in helping me achieve my goals.
I wouldn't hesitate to recommend Andy and his team at Vista.

keith M.

I’ve been using Vista Financial Services (Vista) for approximately 10 years. All advice provided has been clearly explained and tailored to my specific goals and objectives throughout this time. No advice is free however I believe Vista have provided good value for money with the gains achieved far outweighing the cost. As an expat the real point of difference for me is the understanding that Andy and the whole team have on both the Australian and UK pension systems. I don’t think there’s any way I’d have managed to navigate the transfer of my UK pension without the assistance of Vista. In addition the help in navigating the Class 2 UK state pension payments has been invaluable. I have no hesitation in recommending Vista Financial Services.

Keith S.

My wife and I have used the services of Vista finance since 2013 dealing with Andy throughout. He has assisted and advised us on both UK pensions and private pensions being transferred from the UK to Australia. When transferring my wife's pension it was complex, as she worked for a government department. Vista/Andy helped us make the transition flawlessly and kept us informed all the time on how the progress was going.

As Andy worked in the UK in finance it made sense to work with someone that understands the finance in the UK as well as being registered here in Australia. He has continued to advise us following our transition to retirement and then retirement.

The whole team are easy to deal with and always respond quickly to our questions. Living in Queensland now we have our reviews over the video communications platform they use, and works well for us.

We would have no issues recommending the services of Vista Finance/Andy to our family and friends.

Di S.

Andy and the team at Vista provided both my husband and myself with invaluable support and assistance when transferring our UK pensions to Australia. This was an extremely complicated and complex process but on understanding their exceptional knowledge and expertise we knew we had chosen the best adviser to help us through this exercise . We couldn't have asked for better support. They guided us clearly and professionally through every step of the process and their communication was second to none. Andy listened to our needs and the whole team was there to answer any questions, no matter how small and were very approachable every time. We would highly recommend Andy and the team at Vista, we cannot thank them enough for their outstanding help and support.

Robert F.

I've been working with Andrew and his team for about a year now on the complicated job of bringing my UK pensions over to Australia. This is a very complex subject, and Andrew has a really good handle on it. He and the Vista team have talked and walked me through everything, chased me when needed, and kicked hard at lax UK providers. We're almost at the end stage now where we set up my own Australian SMSF. I researched many advisors before employing Andrew, and he's come up trumps. I would highly recommend Andrew and Vista for financial advice in Australia and in particular anything to do with bringing UK pensions over.

Ian M.

We engaged Andy and his team with two key objectives in mind. Firstly, to transfer our existing UK Pension portfolio to Australia and secondly to invest the money to support our retirement plans.

Transferring UK Pensions to Australia is obviously very complex (just Google it!). Andy guided us through that process in the most efficient & effective way, which culminated in us setting up a Self- Managed Super Fund that complied with all UK and Australian legislative requirements.

Following this, we agreed with Andy an investment strategy that suited our level of risk and return and I am very pleased to say he has delivered on this strategy over a sustained period of time.

We hold regular review meetings with Andy to ensure everything is on track and we are provided with all the required information to ensure the Super Fund is managed in accordance with all legal requirements.

Communications with Andy and his team are timely and efficient and he is also very personable and easy to work with.

In summary, if you want someone who is experienced, easy and efficient to work with and delivers results then we would not hesitate in recommending Andy.

Ian & Angela McLellan

Allen C.

Soon after our arrival in Oz, some 16 years or so ago, we were made aware of Andrew,Stacey and their team at Vista FS. Over the course of these years we've had a very rewarding time as Andrew and his team steered us towards our goal of early retirement.
Always quick to respond to our questions, either by email or phone calls, it has given us great peace of mind to know that they are there to advise and help, including making phone calls on our behalf back to the UK to various financial institutions, at hours of the working day in line with the UK and not Australia.
I recommend Vista FS without hesitation for anyone, but especially for folk recently arrived in Oz as the team at Vista will be invaluable in helping you to navigate the worlds of financial and pension planning.