About Us

When George Hunter and Andrew McCrohon established Prism Financial Planning in England in the 1970’s they had a vision. They wanted to build and grow an independent, honest, trustworthy and reputable financial planning business, providing services to a loyal client base in the UK and abroad. Through overseas property ventures initially, George and Andrew expanded from the UK into international markets and gained a reputation for providing high quality services to expatriates and emigrants alike. Little did they know at the time how Prism would expand and grow...

Now, almost 40 years later, Prism has become Prism Xpat (Xpat was added in 2002 to provide increased focus on expatriates and emigrants).  Prism Xpat has affiliates in every major capital city in Australia and New Zealand whom have close to $10 billion in funds under management. We have provided financial solutions and information to almost 10,000 emigrants and expatriates heading to Australia and New Zealand. We have consulted to government departments, major banks and insurance companies based in the UK, Australia and New Zealand and amongst other things have been featured as the financial specialists for emigrants downunder by the BBC. 

But in all this time, one thing hasn’t changed – our vision. Just like George and Andrew, we still aim to provide an independent, honest, trustworthy and reputable cross border financial planning service tailored to each individual emigrant and expatriate, bearing in mind your own financial circumstances and requirements.

We look forward to the opportunity to be able to assist you.

 

 

 

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Should I transfer my pension abroad?

Tel: +44(0) 845 450 4004
Fax: +44 (0) 8700 941440


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For Investment Planning we make recommendations based upon the Whole of Market. The levels and bases of taxation are subject to change. Information provided on this site in relation to tax, pension & Investment issues in both Australia and New Zealand is based upon our current understanding. Related legislation and tax rates are subject to change at any time by the respective governments and authorities of both countries. The guidance provided within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK. This site does not confer any form of personalised financial advice, should you wish to receive specific financial advice please contact us. PRISM XPAT is a trading style of Xpat Limited which is authorised and regulated by the Financial Services Authority. Xpat Ltd is entered on the FSA register under reference 459255.


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Tel: +44(0) 845 450 4004  |  Contact us

Now available for meetings across the UK, Australia and New Zealand