bdhSterling

Charlotte from bdhSterling provided a great service to me in a timely manner. Really appreciate her professionalism and breadth of knowledge in an area I'm not familiar with.

bdh Sterling was recommended to me by my UK migration agent. The whole process of moving to Australia was daunting enough without taking into account the financial planning and pension matters. bdh has provided me with step by step assistance from the outset. Once in Australia, I have been guided by the expertise of Simon Hussey and his team. Simon is extremely knowledgeable and trustworthy. He has taken the time to get to know me and my individual requirements which is of huge comfort for the years ahead. I wouldn’t hesitate to recommend bdh Sterling.

I have been a client of Simon Hussey for nearly 20 years.
During that period the relationship has given my wife and myself advice in the areas of retirement planning, super contributions, financial investments, etc.
This advice has been offered during various stages of our working life and through to retirement.
I have found Simon to be knowledgeable, trustworthy and always helpful no matter the enquiry.
I would have no hesitation in recommending Simon, bdhSterling and the Melbourne office in relation to all the areas I listed.

We have been pleased to have been utilising the services of bdhSterling to provide ongoing advice for our retirement planning and general financial matters.
Our primary contact is Simon Hussey, from bdhSterling Melbourne office, with whom we have been associated with for over 13 years. We have always found him to be helpful, knowledgeable and trustworthy. The bdhSterling staff are also friendly and have kept us informed throughout the financial process leading up to our permanent retirement.
We would have no reservations in recommending Simon Hussey and the Melbourne office of bdhSterling for their professional service, excellent advice and caring attitude. They have certainly played an important part in setting us up for a financially comfortable retirement.

We have found the bdhSterling team to be readily accessible, promptly responsive, helpful in explanation, respectful of wishes and perspectives and insightful in maximising investments. Very grateful for their partnership.
Simon Hussey has been our primary contact and we have greatly valued his wisdom, understanding of the issues, warmth and respectful engagement.

My primary contact is Simon Hussey at the Melbourne Office of bdhSterling. I have known Simon for 20 years. He provides us with advice on Superannuation , Retirement Planning and pensions. Simon is knowledgeable, helpful and above all trustworthy which is why we have stayed with Simon over the years. I have no hesitation in recommending Simon Hussey and bdhSterling's Melbourne Office.

Subject of advice:
retirement planning: super contributions, defined benefit schemes, pensions, UK pension transfer, etc

Primary contact:
Simon Hussey, bdhSterling, Melbourne office

Period of relationship:
Since June 2015 i.e 5 years

Personal comment.
Helpful, knowledgeable, trustworthy.
Simon is very knowledgeable and the bdh staff are friendly and have kept me/us informed throughout the process.

Closing comment:
We had combination of defined benefit and investment portfolio. Simon provided comprehensive retirement planning advice based on our requirements to meet all personal expenses, including support for our two sons to help buy first home, marriage , travel and timing of retirement.
The outcome was completely satisfactory. Expected retirement income has been more than our target.

we would have no reservations in recommending, Simon Hussey, bdhSterling and their Melbourne office to anyone looking for friendly and comprehensive financial advise.

Abdul and Nargis

I contacted BHD early this year (2021) for advice regarding our overall financial management having recently moved interstate. I worked directly with Simon who was simply fantastic - he was able to really understand our current situation and where his advice could best help us. In the few short months we have been supported by BHD, we have been able to offer on our first home purchase based on guidance Simon gave us and we could not be more thrilled. Very highly recommended

I had initially been approached by an offshore pensions company who very nearly managed to get me to transfer my pensions into a product that was totally unsuitable for my needs, they would have made a huge commission upfront and I would have been locked into the product for 10 years with steep exit charges. Luckily an expat friend recommended that I get a second opinion from BdhSterling which turned out to be the best move I could have made as it saved me from making a very expensive mistake.

BdhSterling are unique in that they have a deep understanding of both the UK and Australian Pensions and Tax rules so were a perfect choice for my needs. They have advisors accredited by both the UK and Australian financial authorities and are specialists in providing financial advice for UK expats now living in Australia.

My case was handled by Charlotte Evrard who is a UK registered financial advisor based in Perth and Simon Hussey who is an Australian registered financial advisor based in Melbourne. Both Charlotte and Simon are extremely professional and knowledgeable, they always responded promptly to any questions, provided me with regular status updates and made the whole process of restructuring my UK pensions into a single SIPP, stress free.

Next steps are to work with Simon in putting together a retirement plan for my wife and I to ensure we will be financially secure once we stop work.

I can honestly say that BdhSterling have been great and I have no hesitation in recommending them to anyone who requires financial advice.

Simon has been my husband’s Financial Advisor for twenty years! So, it is with great pleasure and confidence that we write to recommend Mr. Simon Hussey, Melbourne Office, bdhSterling. Simon is not only informed and professional but genuinely interested in ascertaining the goals and dreams of his clients, and dedicated to making it happen. Initially his advice was in regard to converting my husband’s corporate superannuation into personal superannuation. During the past ten years Simon has assisted us as a couple, to amalgamate our finances. We are truly grateful for the ongoing, consistently successful strategies he has put into place for us. His planning has resulted in a smooth and comfortable transition for us into our retirement. Throughout all of these years Simon has consistently gone above and beyond, always there or ringing us back promptly to discuss matters we did not understand. Simon is easy to talk with, and so many times has had the patience to explain something he’d explained several times before! When we discovered that Simon was no longer working for his previous company we were devastated. This turned to elation when we tracked him down. We need Simon to be part of our lives for the next twenty years of our life, at least!! With Sincere Thanks and Gratitude Simon, From Bev and Graeme

We have been lucky enough to work with BDH Sterling for the past 3 years and they have exceeded our expectations in every way. Their knowledge and advice has been exceptional and dealing with them has been a delight.
I would like to say a big thank you to Philip Sole in particular. His knowledge, advice and dedication has been exemplary. He was able to grasp the complexities of our financial situation very quickly and the advice and help that he has provided has been outstanding.
I would also like to thank Simon Hussey who put me in touch with Philip shortly after we engaged BDH Sterling. His initial input reassured us that they were the best company to help us with our financial goals.

Thank you BDH Sterling

BDH Sterling have helped me navigate a complex decision and process of relocating UK pensions to Australia and setting up a SMSF. I looked at a number of alternative companies when selecting an advisor and am very happy with having chosen BDH Sterling. They are professional and have been very patient with my many questions.

It has been great working with Philip Sole and team. They made my pension transfer very easy. Everything was well communicated and a very efficient back office support.

I have been delighted with the service I have received from the team at bdhSterling and particularly Philip Sole who has been thorough, attentive and highly responsive in providing advice. Philip is knowledgeable, professional and a clear communicator which has been critical to the process.

Clear communication of what is the strategy and why the strategy is most appropriate for your situation. Very open to discussion. Would recommend to others especially where transferring UK pensions to Australia

Good bunch of thorough professionals both here and in the UK who know their stuff - exactly what I needed for pension transfers.

Personnel to date seem very friendly and responsive to our needs at this time in our financial planning.