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

Who Are You?

You are the HERO of your financial story.

At each stage you will encounter obstacles and trials and HH Wealth will be there to guide you with empowering financial strategies.

Which stage of the journey are you on?

The Wealth Accumulator

The Wealth Accumulator: you have commenced your wealth creation journey and you are likely to encounter the following trials:

  • Buying your first home
  • Considering an investment or investment property
  • Consolidate your super and start making worthwhile contributions
  • Starting a family
  • Paying down your mortgage
  • Protecting your family
  • Estate planning
  • Reducing tax
  • Childcare funding and imminent School fees
  • Planning for your future
  • Bedding down an efficient budget

HH Wealth are here to guide you in commencing your wealth accumulation journey.

At this stage of your journey TIME is very valuable, especially with family.

Our goal is to help you accumulate wealth and give you more time to focus on the important areas of your life such as family, hobbies, passions.

The Pre-Retiree

The Pre-Retiree: you have built a modest portfolio and now with the kids about to leave the nest you are able to focus on growing your wealth and planning for retirement.  You are likely to encounter the following trials:

  • Pay off your mortgage
  • Accumulate more investments
  • Boost your superannuation balance
  • Reduce tax
  • Consolidate position
  • Protect the wealth you have accumulated
  • Plan for retirement
  • Assist your children on their wealth creation journey
  • Estate planning

At this stage of your journey you will likely have more TIME as your children have or are planning to leave the next.  You will have more flexibility and retirement will start to creep onto your agenda.

Our goal is to help you bed down an achievable retirement plan and give you back TIME to spend with your partner and on your hobbies and passions.

The Retiree

The Retiree: You are considering slowing down work to part-time or perhaps finishing work entirely.  You are likely to encounter the following trials:

  • How to entre retirement
  • How to replace your income
  • Access Superannuation
  • Tax effectiveness
  • Change growth assets into income producing assets
  • Ensure longevity of capital
  • Access entitlements
  • Create an efficient budget that allows hobbies, entertainment and travel
  • Estate planning

You have achieved your ideal retirement as HH Wealth have been there to guide you on your journey.

Our goal is to manage your finances so that you can truly enjoy retirement with no worries about income or longevity of funding..

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