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 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