The HPH Solutions Journey
Rob Pyne leaves his role with NAB to establish a joint Accounting and Financial Planning business with two other partners. The business is called Lifeplan.
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.
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.
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.
HPH Solutions relocates to Como from its original premises in West Perth to create future capacity for growth.
Rob Pyne is awarded ‘CFP Professional Best Practice’ for WA by the Financial Planning Association of Australia.
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.
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.
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.
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.
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.
Greg Polglase and his team at Whitehorn Polglase Financial Advisers merge with HPH Solutions.
Paul Black, Dean Farmer and their team at 1Life Financial merge with HPH Solutions.
Norm Jupp, Lisa Farnell, Helen Jupp and their team at Financial Solutions Geraldton merge with HPH Solutions.