Financial Record Management Services in Perth
Part of being organised and in control is being able to access information when you need it. To help clients achieve this, we use advanced and secure technology to facilitate information sharing and document storage.
Some of the benefits of electronic storage and exchange:
- Reduction in physical storage space with a virtual filing cabinet
- Enhanced security
- Less risk of physical damage or loss
- More efficient to exchange information electronically
- Enhanced ability to search, find and retrieve information when it’s needed
- Ability to share information with third parties like accountants, solicitors and bankers
- Better backup and disaster recovery
Documents and records are the elementary backbones of any organisation. Proper storage, preservation and management of financial records are necessary so that they can be utilised to drive future business or individual growth. From protecting income statements to payroll information, cash flow and tax returns, every client’s privacy is vital to our operations.
At HPH Solutions, we take the protection, preservation and privacy of your information seriously. Our electronic document management solution allows us to safeguard your financial records so that your information is organised in an efficient and cost-effective manner. It’s also a powerful time-saving tool that enables us to search for and retrieve your files in a timely manner. When you work with us, we ensure that all your documents will remain safe and secure at all times.
Is it time for you to adopt a more reliable and secure information management plan? As the digital world continues to grow, so does our ability to store financial documents and records.
Don’t settle for traditional document management
when you can go digital with HPH Solutions.
Call us on (08) 9200 3123 to book an appointment with one of our financial advisors and learn more about our electronic storage solution.
FINANCIAL PLANNING ARTICLES YOU MIGHT LIKE
Identifying Emotional Biases In Financial Planning
Financial planning is often viewed as a numbers game. Balance sheets, investment returns, tax strategies, and retirement projections dominate the conversation. Yet beneath the spreadsheets lies an invisible driver that […]
Sandwich Generation Pressures: How To Plan When Supporting Kids And Ageing Parents
The term ‘Sandwich Generation’ usually refers to people (often in middle age) who are simultaneously supporting (or caring for) both their children (or younger dependents) and their ageing parents (or […]
Case Study: Strategic Wealth Planning After Sale of a Farm
Joe, 61, and his wife Jane, 54 (not real names), had recently sold their family farm and were looking for a smart way to manage the proceeds. They wanted to preserve their wealth, reduce future tax obligations, and create a sustainable income stream for retirement. Like many conservative investors, their initial instinct was to keep the funds in cash and prioritising safety over growth.
However, through a structured financial strategy, we helped them move from a purely defensive mindset to a diversified, tax-efficient investment plan designed to protect and grow their wealth long-term.