What we do
Paladin Virtue provides relevant and honest assessments of peoples financial situations.
We work with our clients to provide a blueprint of how to deal with foreign assets such as a pension and deliver a strategy that remains flexible and of value for years to come.
In a nutshell, we help Australian residents navigate and untangle the complexities of regulation and tax, ultimately guiding them in the decisions they have to make on what to do with their foreign pension funds.
Those of us that have landed in Australia whether recently or decades ago need to tackle the likely ominous task of understanding how best to gain access to this capital whilst ensuring the best outcome for the future.
Toby is the founder and principal advisor of Paladin Virtue. As a UK citizen, he permanently settled in Australia in 2016 after 25 years of working in 6 different countries from Europe to Africa to Asia.
“I have always wanted to have my own business, working to help people make sound financial decisions. My own financial situation was complex, not least the bits of it that I had almost forgotten about from my days of working in the UK. All of my working life has been involved in financial services, with the last decade working very closely with expat communities, simplifying their exit strategies for retirement.
I reckoned that if I had needs and aspirations that required sound financial planning, then many other expats would be in the same boat.”
Get in touch
For an honest appraisal of your current financial situation and relevant advice on how best to move forward, please get in touch.
You can either book yourself in directly to our calendar on the link below or leave a message on the contact form.
We look forward to being of service.