Financial Services Geraldton is now
HPH Solutions - Geraldton
HPH Solutions is excited to announce a merger with highly-respected Geraldton financial planning firm Financial Solutions Geraldton (FSG). This merger will see FSG become HPH Solutions - Geraldton and adds a third location to work together with our teams in Perth and Mandurah.
More about HPH Solutions
Established in 2002, HPH Solutions has grown significantly over the past few years into a team of over 40 dedicated professionals spanning advice, client services, operations, compliance and communications. Merging the Financial Solutions Geraldton business with HPH Solutions is part of a longer-term succession strategy that allows for the continuity of care to clients, now and in the future.
Rob Pyne, Managing Director of HPH Solutions, says:
“We are very excited to have the FSG team join the HPH Solutions family. From the very first conversation we had about coming together, it was obvious that we both care for our clients with very much the same personal touch. In a world that has become conditioned to 24-hour news headlines and a never-ending stream of commentary on social media, it is clear that we both continue to hold the view that true wealth is found in the personal and trusted relationships that we build."
Norm Jupp and Lisa Farnell of Financial Solutions Geraldton say:
“Financial Solutions Geraldton has been looking for a firm to partner with that has the benefit of scale but retains a client-focused personal touch. HPH Solutions ticks both those boxes. In addition to being a well-respected firm that has been recognised by its peers (winner of the FPA Financial Planning Practice of the Year in 2020), they share our values-based approach to providing financial advice.
We see this as a wonderful opportunity for our clients and staff, and we are excited to be working with the HPH Solutions Team.”