1300 HH WLTH (1300 449 584) info@hhwealth.com.au

Our Process

Find out below more information about how our process works and what you can expect to get out of it.

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 very tech savvy.

How It Works

 

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.

Contact Us

Suite 27 Cathedral Place,
115 Wickham Street, Fortitude Valley QLD 4006
1300 HH WLTH (1300 449 584)   |   info@hhwealth.com.au

Opening Hours

Mon - Fri: 9am - 5pm  |  Sat & Sun: By Appointment Only

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>

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Please click HERE to read the FSG