Testimonials

Working with Todd was exceptional. I came to him with a complex question about whether to transfer my UK defined benefit pension to a New Zealand QROPS, and he navigated the issue with impressive depth and clarity. He began with general advice then built detailed financial models, explored different market and inflation scenarios, and carefully considered my personal attitude to risk and spending.

What stood out was how thoroughly he thought through the issues. He raised factors and long-term implications I did not consider myself. The analysis was clear, balanced and well explained, which gave me confidence in making an informed decision.

I would highly recommend Todd's services to anyone dealing with cross-border pension or planning issues.