HH Wealth
We are dedicated to helping our clients reach their goals and achieve financial freedom. Our aim is to help you make informed choices whether it’s arranging a budget or making an investment plan every decision can make a difference to your future.
Holistic Advice
- Goal tracking
- Finance consolidation
- Budget and cash flow tracking
- Education and guidance
Superannuation & Retirement Planning
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Super consolidation
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Contribution strategies
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Retirement planning and funding
- Transition to retirement
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Tax minimisation
Self-Managed Super
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Self managed super fund set up
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Strategic advice
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Direct property investment strategies (Rural, Commercial, residential)
Wealth Creation
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Managed funds
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Gearing
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Property investment strategies
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Direct shares
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Tax-effective investment strategies
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Budget & Debt Management
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Budgeting
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Debt amortisation
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Debt consolidation
Life Insurance
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Life insurance and income protection
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Business insurance
Your financial plan should be an extension of your life’s mission.
Good financial advice is a series of smart financial decisions made over time to help you achieve your personal and financial goals.
Whether it’s arranging a budget, making an investment plan or re-evaluating your superannuation and life insurance policies, every decision can make a difference to your future. Our aim is to help you make these informed choices.
As experienced financial advisers, we’re dedicated to helping our clients across Brisbane and Australia reach their goals and achieve financial freedom.
Our Process
Initial Contact
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.
Fact Find
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.
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CB Wealth Australia Pty Ltd T/as HH Wealth is a Corporate Authorised Representative No. 001283595 and Christopher Holme is an Authorised Representative No. 001004793 of Insight Investment Services Pty Ltd AFSL no 309996
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>
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General Advice Warning
Please click HERE to read the FSG