Financial Planning

While we were sad to lose Michael Pyne’s Associate Murray Clarke to another role, we were thrilled to welcome Cindy Chiuman on board as his replacement.

I asked some of our HPH team members what lessons from 2021 they would be taking into 2022. Here’s what they shared.

One of the things many of us love about Christmas is that it’s traditionally a time of generosity and giving. But unfortunately, it’s also a time where there is huge potential for waste. 

We all have people in our lives who can buy themselves anything they want. This makes them hard to buy gifts for! Here are five gift ideas for those people.

Scratching around for Christmas gift ideas for someone special? It’s always hard to go past a good book. Here are nine favourites from our team.

With our adviser team growing steadily and supporting more clients, it became necessary to provide our paraplanner Tom with greater support in his work.

With our business growing at a significant rate, it became clear we needed a dedicated person to manage the compliance side of things.

When asked this question in our annual client survey, our clients shared their greatest fear was ‘Not having enough money to live comfortably in retirement’.

Here are six areas where people working with financial advisors think they’re getting value for the money they’re spending, versus where the real value lies.

This benefit to a client in their first year of advice with us is not typical. But what is typical is our desire to always dig deeper and go beyond the obvious.