Our 22-year History in Perth
Founded in 2002, HPH Solutions is an award-winning firm of independent Perth financial advisors dedicated to providing financial advice for life.
We've experienced significant growth over the past few years, from a single site in Como to locations in Mandurah and Geraldton. Today, our team comprises more than 40 dedicated finance professionals spanning advice, client services, operations, compliance and communications.
Even though our team has grown in recent years, our commitment to caring for our clients in a highly personal way has never wavered. Every member of our team holds the view that true wealth is found in the personal and trusted relationships that we build.
If you want to follow the evolution of HPH Solutions from 2002 to today, the timeline below shares our full story.
The HPH Solutions Journey
Rob Pyne leaves his role with NAB to establish a joint Accounting and Financial Planning business with two other partners. The business is called Lifeplan.
After joining HPH Solutions as a financial planner with advice experience across investments and insurance in 2006, Michael Pyne (Rob’s brother) becomes a partner in the firm.
HPH Solutions relocates to Como from its original premises in West Perth to create future capacity for growth.
Rob Pyne is awarded ‘CFP Professional Best Practice’ for WA by the Financial Planning Association of Australia.
Paul Burton – a former colleague and friend of Rob’s for 20 years – joins the firm from NAB with a view to becoming a partner. He is admitted as a partner to the practice three months later.
HPH Solutions receives a Financial Planning Association of Australia (FPA) national award for Professional Practice of the Year while Zacary Leeson receives the national award for Certified Financial Planner of the Year.
HPH Solutions is represented as a national finalist in the IFA Excellence Awards for Client Outcome of the Year, Innovator of the Year (Company) and Paraplanner of the Year.
HPH Solutions establishes a joint venture partnership with MBS Insurance WA Pty Ltd to create a specialist insurance division to sit under the HPH umbrella. This partnership is called HPH Life.
Greg Polglase and his team at Whitehorn Polglase Financial Advisers merge with HPH Solutions.
Paul Black, Dean Farmer and their team at 1Life Financial merge with HPH Solutions.
Norm Jupp, Lisa Farnell, Helen Jupp and their team at Financial Solutions Geraldton merge with HPH Solutions.
FINANCIAL PLANNING ARTICLES YOU MIGHT LIKE
EPISODE 34: Tech Sanity for Advice Firms with Peter Worn of Finura Group
In this episode of The Trusted Adviser, Rob Pyne speaks with Peter Worn from Finura Group about the critical role of technology in financial advice. They discuss the importance of […]
EPISODE 33: Xplan, Integrations & the Future of Advice Tech — Insights from Matt McGuinty
In this episode of The Trusted Adviser, Rob Pyne speaks with Matt McGuinty, Director of FinTech Strategic Partners, about the real state of artificial intelligence in financial planning. Matt brings […]
EPISODE 32: Built to Last: Michael Goodman on Multi-Generational Ownership Without Outside Capital
In this episode of The Trusted Adviser, Rob Pyne speaks with Michael Goodman. Michael built Wealthstream Advisors with a long-term vision for independence. He avoided outside capital and designed a […]