8 great financial tips for young adults
Being comfortable running your own financial race is a good habit to build. Moreover, it’s one that will serve you well, both now and in the future.
8 great financial tips for young adults Read More »
Freedom from worry
Case study: Making the most of excess income
Frank is like many of the high-income medical professionals we work with. He loves his work so he works a lot and spends far less than he could. This sees a large portion of his disposable income going unspent.
Case study: Making the most of excess income Read More »
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.
Age, assets or income: When should you start working with a financial advisor? Read More »
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.
Case study: Life after farming Read More »
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.
Case study: Confidently spending money in retirement Read More »
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.
Case study: Navigating insurance claim options with confidence Read More »
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.
Case study: Retirement planning Read More »
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.
Case study: You don’t know what you don’t know Read More »
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.
Latest survey reveals what’s important to our clients at HPH Solutions Read More »
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.
Financial advice: What people really think Read More »
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.
Case study: GESB (West State) Super retirement planning Read More »
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
Different horizons for successful investing Read More »
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
2018 Year in Review – Markets and Headlines Read More »
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.
Should you be spending less on managing your investment portfolio? Read More »
Living with Volatility, Again
Volatility is back. Just as many people were starting to think markets only ever move in one direction, the pendulum has swung back the other way.
Living with Volatility, Again Read More »