The HPH Solutions Story

2002

2005

New business name

The business name changes from Lifeplan to HPH Solutions. The name acknowledges the interdependency of Health, Prosperity and Happiness, and our commitment to providing solutions.

2008

Michael Pyne - Certified Financial Planner

Michael Pyne becomes a partner

After joining HPH Solutions as a financial planner with advice experience across investments and insurance in 2006, Michael Pyne (Rob’s brother) becomes a partner in the firm.

2009

AFSL approval

HPH receives approval to have its own Australian Financial Services License. This is a key strategic decision to stand alone and separate from any relationship with product providers.

2012

Relocation to Como

Relocation to Como

HPH Solutions relocates to Como from its original premises in West Perth to create future capacity for growth.

2012

First FPA Award

First FPA Award

Rob is awarded ‘CFP Professional Best Practice’ for WA by the Financial Planning Association of Australia.

2015

Paul Burton - Certified Financial Planner

Paul Burton becomes a partner

Paul Burton – a former colleague and friend of Rob’s for 20 years – joins the firm from NAB with a view to becoming a partner. He is admitted as a partner to the practice three months later.

2017

Rob transitions from Financial Planner to Managing Director

Due to continued growth, Rob transitions from Financial Planner to Managing Director to ensure the sustainable future development of the business. This investment will pay significant dividends in the years to follow.

2020

HPH receives national awards

HPH receives national awards

HPH Solutions receives a Financial Planning Association of Australia (FPA) national award for Professional Practice of the Year while Zacary Leeson receives the national award for Certified Financial Planner of the Year.

2021

HPH is National Finalist in the IFA Excellence Awards

HPH is National Finalist in the IFA Excellence Awards

HPH Solutions is represented as a national finalist in the IFA Excellence Awards for Client Outcome of the Year, Innovator of the Year (Company) and Paraplanner of the Year.

2021

HPH Life joint venture

HPH Life joint venture

HPH Solutions establishes a joint venture partnership with MBS Insurance WA Pty Ltd to create a specialist insurance division to sit under the HPH umbrella. This partnership is called HPH Life.

 

2022

WPFA merger

WPFA merger

Greg Polglase and his team at Whitehorn Polglase Financial Advisers merge with HPH Solutions.

2022

1Life Financial merges with HPH

1Life Financial merges with HPH

Paul Black, Dean Farmer and their team at 1Life Financial merge with HPH Solutions.

2023

Financial Solutions Geraldton merges with HPH

Financial Solutions Geraldton merges with HPH

Lisa Farnell, Norm Jupp and Helen Jupp’s team at Financial Solutions Geraldton merges with HPH Solutions.

 

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