At HH Wealth, our aim is simple: to help you achieve financial freedom.
Conveniently located in Fortitude Valley (with cheap onsite parking) for all of your Financial Advice and Financial Planning needs and questions.
Your financial advice is a series of smart financial decisions made over time – whether that be 5, 10 or 15+ years until retirement or post-retirement.
Are these some areas you may need help in?
- Goal tracking
- Finance consolidation
- Budget and cash flow tracking
- Education and guidance
Superannuation & Retirement Planning
Retirement planning and funding
- Transition to retirement
- Unique Superannuation Contributions
eg sale of small business or downsizers contribution
Self managed super fund set up
Direct property investment strategies (Rural, Commercial, residential)
Property investment strategies
Tax-effective investment strategies
Budget & Debt Management
Life insurance and income protection
Your financial plan should be an extension of your life’s mission.
The advice you receive will be specific to your needs, goals and dreams. Our team love nothing more than seeing our clients succeed and take control of their financial futures. You can achieve this too!
Meetings are held for your convenience in our offices or if intestate (as a lot of our clients like you, are!) we offer online meetings. These are super easy to set up and we can assist if you aren’t hugely tech savvy.
Click on the “free consultation” button now! We will be in touch to make an appointment with you and have an informal obligation FREE chat.
Contact us to make an initial consultation or fill out our contact form and we will call you. Our initial 60 minute consultation is complimentary.
Our first meeting is all about you, we want to know your current position, your values, hopes and dreams and find out what you want to achieve. This will entail collecting a comprehensive picture of your life. Check out our agenda to give you an idea of what we will discuss and documents/information to have available HERE >
Research & Strategy
We will conduct thorough research into your existing arrangements, structures, products and strategies. This is also where we start putting together strategic advice in the form of a Statement of Advice (SOA).
Advice Presentation & Implementation
In this step we will present your advice. We will ensure you firmly understand our strategies and most of all understand the benefits of proceeding. Once you have agreed to the advice we will implement your plan and keep you up to date through the process.
Ongoing Support & Guidance
We wont just set up your advice and leave you to it. We are here for ongoing support, guidance and education. Your life is forever changing so we want to make sure that we are here to assist and update your strategy accordingly.
CB Wealth Australian Pty Ltd T/As HH Wealth is a Corporate Authorised Representative (No. 1283595) of Axies Pty Ltd ABN 38 136 704 446 AFSL No 339 384. Chris Holme is an Authorised Representative (No. 1004793) of Axies Pty Ltd ABN 38 136 704 446 AFSL No 339384.
Our Financial Services Guide (FSG) and Adviser Profile contains important information about Insight Investment Services Pty. Ltd., any authorisations and the services we provide. The following link will take you to an electronic copy of the FSG, if you would prefer to receive it another way please contact our office. FSG HERE>