Financial Strategy

A sound financial strategy provides the foundation for your future prosperity.  It is about establishing a long term plan of action to achieve your goals, with specific actions that can be implemented today. Financial strategy focuses on answering the big questions such as:

  • How much money will I need to retire comfortably?
  • How can I make my retirement income last?
  • How can I save more of my income through good tax planning?
  • Is Self Managed Superannuation a good option for me?
  • Should I be investing to fund a private school education for the kids?
  • How can I achieve home ownership?
  • How can I fund an overseas holiday every year or two?

Planning Process

HPH Solutions begins the strategy planning process by examining your current financial status and helping you set and prioritise your goals. Once we understand your goals, the associated timeframe and assets available, we research and then document our recommendations into your strategic financial plan.

Your plan includes step-by-step actions. We help you implement these actions as well as provide regular reviews to ensure that the strategy remains relevant to your situation.

Review

In a complex regulatory environment where the rules for superannuation, tax, and government benefits are constantly changing, it is important to utilise a professional to help ensure that your financial strategy is on track and stays that way.

Other services offered by HPH Solutions