What brought us joy in 2024
To reflect on 2024, we asked our team to share what activity(ies) brought them the most joy and fulfilment this year. Here are their answers.
What brought us joy in 2024 Read More »
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Financial Planning
November Insights and Updates
HPH Solutions Managing Director Rob Pyne shares what’s caught his eye in the world of finance and life in November 2024.
November Insights and Updates Read More »
Case Study: Reducing a $300k tax bill to $0
This case study highlights the importance of getting a second opinion when it comes to complex tax areas – doing so can uncover valuable opportunities.
Case Study: Reducing a $300k tax bill to $0 Read More »
Opportunity before 5th April 2025 – UK State Pension voluntary contributions
Usually, you can only fill gaps in your NI history up to 6 years, but there is currently a window of opportunity until 5 April 2025 where you can fill up to 16 years.
Opportunity before 5th April 2025 – UK State Pension voluntary contributions Read More »
The Trusted Adviser Podcast Ep 4: Transforming Financial Planning with Technology
Pat Gardner, Technology Lead at Collins SBA and host of the AdviceTech podcast shares his unique journey from financial planner to tech innovator.
The Trusted Adviser Podcast Ep 4: Transforming Financial Planning with Technology Read More »
October Insights and Updates
HPH Solutions Managing Director Rob Pyne shares what’s caught his eye in the world of finance and life in October 2024.
October Insights and Updates Read More »
Case Study: Sale of investment property and superannuation
This case study shares a client strategy we conceived to reduce their assessable capital gain by $1 million, while reducing future tax burden on their children.
Case Study: Sale of investment property and superannuation Read More »
The Trusted Adviser Podcast Ep 3: Mergers & Acquisitions in Financial Planning
Richard Hernan from Broadleaf Financial Group explores the world of mergers and acquisitions (M&A) in the financial planning industry with Rob Pyne
The Trusted Adviser Podcast Ep 3: Mergers & Acquisitions in Financial Planning Read More »
The Trusted Adviser Podcast Ep 2: Financial Planning Business Valuation
In this episode, Tim Lane from FinConnect Advisory Group shares expertise on valuing financial planning businesses and advice on succession planning
The Trusted Adviser Podcast Ep 2: Financial Planning Business Valuation Read More »
The Trusted Adviser Podcast Ep 1: Exploring Employee Share Plans
In this first ep of The Trusted Adviser podcast, Rob details the HPH employee share plan – an employee share scheme that rewards key staff members.
The Trusted Adviser Podcast Ep 1: Exploring Employee Share Plans Read More »
September Insights and Updates
HPH Solutions Managing Director Rob Pyne shares what’s caught his eye in the world of finance and life in September 2024.
September Insights and Updates Read More »
Long-term investors, don’t let a recession faze you
A history of positive average performance following a recession can be a comfort for investors wondering whether or not they should move out of stocks.
Long-term investors, don’t let a recession faze you Read More »
August Insights and Updates
HPH Solutions Managing Director Rob Pyne shares what’s caught his eye in the world of finance and life in August 2024.
August Insights and Updates Read More »
Plan for what can happen – don’t try to predict what will
It’s always good to remind yourself that for long-term investors it is more helpful to plan for what can happen, rather than trying to predict what will happen.
Plan for what can happen – don’t try to predict what will Read More »
What happens when you fail at market timing
The impact of being out of the market for just a short period of time can be profound, as shown by this hypothetical investment.
What happens when you fail at market timing Read More »