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.

Lightbulb

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.

Graph

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

EPISODE 32: Built to Last: Michael Goodman on Multi-Generational Ownership Without Outside Capital

By Rob Pyne | December 5, 2025

In this episode of The Trusted Adviser, Rob Pyne speaks with Michael Goodman. Michael built Wealthstream Advisors with a long-term vision for independence. He avoided outside capital and designed a […]

The Three Mistakes That Sabotage Retirement Plans for WA Families

By Rob Pyne | November 26, 2025

Retirement planning rarely unravels for the dramatic reasons people imagine. It’s usually the quieter factors, often behavioural and unintentional, that have the biggest impact over time. In our conversations, a […]

Can ChatGPT Replace Your Financial Adviser? The Honest Answer From a Real Advice Firm in Perth

By Rob Pyne | November 22, 2025

This question is becoming one of the most common money-related prompts typed into AI: “Can ChatGPT replace my financial planner?” It’s understandable. AI is fast, accessible and confident. It explains […]

Scroll to Top
Loading...