FINANCIAL PLANNING ARTICLES
7 reasons we love The Barefoot Investor book (and 1 we don’t)
We appreciate the book’s ability to increase the financial literacy of all who read it and relieve people of the pressure of personal debt.
Age, assets or income: When should you start working with a financial advisor?
While there are no hard and fast rules, there are some rules of thumb that apply, $150,000 in household income being one.
Welcome to Emma Cork – the newest addition to our Advice team
Emma has more than 20 years’ experience as a financial adviser including 7 years with Plan B Financial Services and 14 years with Macquarie Private Wealth
The power of progress
Humans are notorious for only ever looking ahead to where we want to be and not taking the time to appreciate how far we’ve come. Here are some actionable ways to put the power of progress to good use
Introducing our newest team member – Kelly Exeter
We know the impact great financial advice and life planning has on people’s wellbeing and lives. Having Kelly on the team will help us spread the word.
HPH Solutions takes out a rare FPA Award double!
The FPA Awards are national financial planning awards designed to recognise members who deliver the highest standards of professional and trusted advice to Australian consumers.
COVID-19 Markets: Historical Perspective + Govt Stimulus Measures
During share market movements such as we have seen over the past six weeks, we know the instinct to act rather than remain steadfast can be compelling.
March 23: Coronavirus Financial Relief Measures for Australia
On 22 March the Prime Minister and Treasurer released details of a 2nd round of economic measures, designed to cushion Australians from the economic impact of COVID-19.
Life after farming: An HPH Solutions case study
When farmers Graeme and Victoria first came to us, their goal was simply to reduce insurance premiums and simplify their super.
Don’t let news headlines drive your investment strategy
Follow the news by all means. But be wary about using the news as an investment barometer. Listen to your financial advisor instead.
Confidently spending money in retirement: An HPH Solutions case study
Grace now knows how much money she has to spend, and is more confident about spending it on home improvements to make her life more comfortable.
Navigating insurance claim options with confidence: An HPH Solutions case study
This case study shares how you can use insurance claims to your advantage along with financial strategies to maximise investments.
Retirement planning: An HPH Solutions case study
Jim and Susan are 5 and 12 years away from retirement respectively and decided to meet our financial planners to get a solid financial plan in place.
You don’t know what you don’t know: An HPH Solutions case study
Ben and Sarah would be able to draw down $90,000 per annum in retirement until around 85 years of age and then $60,000 per annum thereafter.
Latest survey reveals what’s important to our clients at HPH Solutions
HPH Solutions is always working to improve the financial lives of our clients and greatly value the insights we gain regarding what really matters to them.
Financial advice: What people really think
A report by ASIC looked at what consumers thought of financial advice and of the financial planners who deliver it. Here’s our take.
West State Super retirement planning: HPH Solutions case study
This new superannuation strategy saved Rob and Marie around $24,000 per annum in tax. Our financial advisors provided a technical perspective of where and how to invest.
Different horizons for successful investing
Rather than acting on worrying sentiments in the news, leave the markets to do the worrying and instead focus on the horizons that are meaningful to you
2018 Year in Review – Markets and Headlines
Global equity markets posted their worst performance in seven years in 2018, although most of the damage was done in the fourth quarter. The step-up in volatility towards year-end was …
Better money management beyond Christmas
While it’s nearly Christmas this article seeks to share some thoughts on a more perennial approach to better money management.
Wheel of Life …. What’s the Money for?
“If you don’t know where you are going, any road will get you there.” Lewis Carroll Money helps us achieve the things we want in our life. No revelation there. …