Organised and in Control: Craft Your Financial Strategy
"Systems permit ordinary people to achieve extraordinary results predictably."
Whether or not you are comfortable with the idea that systems run your life, this is the reality. From what you do when you wake up in the morning to your evening ritual before bed, you live your life by a series of your own personal habits (aka system). And it’s not just you, it’s everyone.
Systems and processes are intertwined in our lives. From the way we get to work to how we complete tasks, we generally follow a set of rules or habits that dictate what we do and how we act. The same goes for your finances. From record keeping to how you keep track of your cashflow, you’ve likely got a system in place – whether you realise it or not.
While systems and processes keep things running, they don’t always operate with maximum efficiency. That’s where HPH Solutions comes in. Specialising in helping you feel more organised and in control of your finances, we work with you to craft financial strategies that incorporate day-to-day and big-picture decisions.
What is a Financial Strategy?
A financial strategy is integral to growing your financial security and success. It identifies targets and goals and details steps, processes and actions to be taken now and into the future. As unique and individual as every client we meet, your financial strategy is created custom to suit your goals, objectives, requirements and circumstances.
The Importance of Developing a Financial Strategy
Financial strategies aren’t just for big companies. Beneficial for individuals, couples, families and small businesses, a financial strategy can help you develop an actionable set of steps to achieve financial security and freedom. A good financial strategy will help you stay on track with your goals, avoid unnecessary expenses, help you allocate resources, eliminate distractions and increase your wealth in the long run.
Build Your Financial Strategy with HPH Solutions
A sound awareness of your cashflow is the first step to creating an organised and effective financial plan. At HPH Solutions, we help you identify and manage your cashflow, understand your tax and plan your finances with greater efficiency. Centred on helping you learn more about your financial position and opportunities, our financial planners work with you to develop a flexible structure to plan for the needs of tomorrow. Get your day-to-day finances organised and start thinking big-picture.
Obtaining assets, properties and businesses are key to developing and diversifying your portfolio. But, with big purchases comes significant costs often involving financing and borrowing. Typically, banking and finance recommendations from lenders come with a slight bias and with tunnel vision. While lenders often have limited insight into your circumstances, your financial planner knows you better. A financial planner will guide you through your available options to help you decide on what works best for you. Plus, your financial planner can regularly review your loans in the context of your financial life plan.
Access to records and information is essential to financial organisation and control. At HPH Solutions, we offer advanced and secure information sharing and document storage technology centred on simplifying financial record management without compromising on security or privacy. Ditch confusing filing cabinets, reduce your risk of damage or loss and keep your information safe and handy for when you need it.
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