Case study: Life after farming
When farmers Graeme and Victoria first came to us, their goal was simply to reduce insurance premiums and simplify their super.
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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.
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Case study: Confidently spending money in retirement
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.
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Case study: Navigating insurance claim options with confidence
This case study shares how you can use insurance claims to your advantage along with financial strategies to maximise investments.
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Case study: Retirement planning
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.
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Case study: You don’t know what you don’t know
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.
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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.
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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.
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Case study: GESB (West State) Super retirement planning
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.
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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
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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
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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.
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Wheel of Life …. What’s the money for?
Money helps us achieve the things we want in our life. If you don’t know where you are going, any road will get you there.
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Should you be spending less on managing your investment portfolio?
Even the most well-intentioned financial adviser shouldn’t try to custom-build direct share portfolios. The odds are stacked against them and their clients.
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What’s your household balance sheet like?
Just as accountants prepare a business balance sheet, a household balance sheet keep you informed as the CEO/Managing Director of your own household.
What’s your household balance sheet like? Read More »