Personal FX Case Studies - Personal Money Transfer
Eleanor is a mother and grandmother in her early sixties. Born in the UK, her family immigrated to Australia when she was five years old however Eleanor still has a lot of family living in Yorkshire. Eleanor’s great uncle Harry passed away early this year leaving Eleanor a sum of pounds (GBP’s) in his will.
Having found about the overseas inheritance, what happened next?
Once I found out about Harry’s passing, and his decision to leave some of his estate to me, I wondered how I was going to repatriate the funds. Being here in Australia and having the funds in the UK made it complicated. I am not a money person. My accountant spoke with the trustees in the UK, but their knowledge in this area was limited. I was worried about the pounds going missing when they were transferred, and my accountant was concerned about the exchange.
How did you find out about Bell FX?
My accountant knows Bell Potter and some of the advisers there who look after his client’s investments. He called one of the advisers to enquire about foreign exchange services and the adviser told him about Bell FX. My accountant looked up the Bell FX website and felt he had found someone who could help me.
Why did you choose Bell FX?
I am much more comfortable using a service that someone has referred me to than looking in the phone book. I think you have a far better chance of the service being good if you have spoken to someone or heard something about it already.
How did you find Bell FX’s service?
Fantastic. I was kept informed the whole way along, the people from Bell FX worked with my accountant to have the pounds transferred to Australia and then exchanged them into Australian dollars at a really good rate. It went really smoothly. I can see why their business does so well from referrals. I would happily recommend them.
Call Bell FX today on 1800 003 815.