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Congratulations on making it this far!
Just a quick word before you take the next step.
If you’re looking for a quick fix or just want some short-term financial problems to be solved such as consolidating some super funds, starting a pension or reviewing your insurance, then we are probably not the firm for you.
However, if you are looking for a trusted adviser who:
- Will come to know you better than anyone else, and
- Will partner with you to have a profound and enduring impact on your life,
then we look forward to having a conversation.
If this is you, then you’re nearly ready to begin your journey to a better financial life.
Prior to setting a complimentary introductory conversation, we ask that you complete the questions below. They will only take about 5 minutes and will give us both a head-start when our calendars are aligned for our first chat.
financial
life
planning
Financial Life Planning is a holistic process
that puts your interests first and focuses
on increasing your sense of financial
well-being and life satisfaction.
It sounds like a strange thing to say that your financial adviser would be talking to you about how you feel, about those sorts of emotional choices and decisions about where you’re going to live and how happy you are in the place that you’re living, but they’re equally as interested in talking to us about that as they are about how good our super is going ..…” Fleur and Kym Wilkinson
“When we were separating, splitting assets and all that kind of stuff, Michael was much more than a financial adviser, he was a confidante, a marriage counsellor to a certain degree, but more importantly, a trusted friend.” Craig Buchanan
“If somebody asked me about financial planning and they were considering it, I would without hesitation recommend HPH” Philip and Kate Smith
“I think what great financial advice offers is peace of mind and particularly if you’re the sort of person like me who’d rather be out sailing than in reading about the latest investment strategy, so it’s great to know you’ve got someone who’s across all that stuff and working on your behalf. It takes the worry out of it for you.” Penny Walsh
“I think the last meeting that we had with the guys I actually cried because I was so happy with how everything was going and so appreciative of everything that they had set up for us.” Dr Fleur Davey
“We were initially very cautious, but they were terrific because they listened first and offered suggestions second. They asked lots and lots and lots of questions about our lifestyle and our ambitions for the future and all those sorts of things and then subsequently came back and said here’s a series of suggestions that we think might be of value to you and we appreciated that style.” Shaun and Lina Ridley
“If it wasn’t for HPH, I think I’d still be worried about money” Craig Buchanan