HFB Financial Planning and Wilson Insurance and Superannuation Specialists are taking the finances of Redland families to the next level.
The two successful local businesses have merged to become a single destination for leading edge financial solutions.
For clients this means less time finding a second, or third business to handle their affairs, and more time accessing what they need within a single, highly specialised and professional team.
The merger was a no-brainer, according to HFB Financial Planning’s Chris Jones and Wilson Insurance and Superannuation Specialists’ Stephen Wilson.
This advertising feature is sponsored by the following business. Click the link to learn more:
“It made sense from a business perspective and client perspective to bring the two services together,” Mr Jones said.
“We thought rather than have experts who know a little about everything, it was better to bring together a team of experts who knew a lot about their area of expertise.
“It means financial planning clients can now access in-house experts who can help them at every stage of their lives.”
Specialists work collaboratively to identify, develop and implement tailored financial solutions to assist clients in achieving their goals, whether they be creating and building wealth, retirement planning or ensuring family security with life insurance and income protection.
It centres on providing a holistic and cohesive approach to advice.
Along with the excitement of the merger, a new staff member has been welcomed to the financial planning team.
Cassandra Troy is an experienced financial planner specialising in Centrelink planning.
For matters such as the age pension or aged care planning, Ms Troy is able to make sense of the often complex system to ensure you optimise your position.
With recent changes to the pension assets tests, many pensioners may benefit from Ms Troy’s expertise in planning their finances to minimise pension loss.
“There are many strategies she can use to improve your cash flow,” Mr Jones said.
HFB offer a free initial consultation so to find out more about how they can assist you, simply give their office a call on 3286 1322.
They also run free seminars on a whole range of finance matters. Further details can be found by visiting their website www.howefordboxer.com.au/events.