The Situation with Brite Advisors

In recent years, Brite Advisors — a financial advisory firm that served international clients including U.S. residents — has been at the center of serious regulatory and legal issues in jurisdictions including Australia and the USA.

The situation involving Brite Advisors reinforces our belief that advisors should remain strictly in an advisory capacity, ensuring independence and minimizing potential conflicts of interest.

Finding qualified advisers who can navigate both U.S. tax law and international pension/investment rules — especially in niche areas like QROPS or SIPPs for U.S. residents — is challenging and has left many individuals seeking independent, experienced financial advice to understand their options and next steps.

We are already assisting former Brite Advisors clients. If you are a U.S. resident and hold a policy affected by the Brite Advisors situation, please contact us today so we can review your circumstances and discuss how we can help you moving forward.

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