Private Wealth
Your Trusted Brisbane Financial Advisers
We’ll develop complex and holistic strategic financial advice to help our clients achieve their goals and objectives. Our Brisbane financial advisers are experts in all aspects of private wealth and can offer wealth management across superannuation, retirement, business succession and exit strategies, insurances and financing for investment.
HFB’s private wealth advisory services have helped people just like you take control of their personal finances. Whether you’re looking to get started or are wanting to take your wealth management to the next level, we are here to guide you. Reach out to our team on 07 3286 1322 or by emailing team@hfbgroup.com.au.
HFB’s Private Wealth Advisory Services
Superannuation Planning
Maximise your retirement savings by selecting the right superannuation strategy, including salary sacrificing, investment choices, and consolidations.
Benefits – Grow your superannuation with tax-effective strategies, ensuring financial independence during retirement.
Investment Advice & Portfolio Management
Our private wealth advisory Professional investment management across various asset classes, such as shares, property, and bonds, tailored to your financial goals and risk profile.
Benefits – Achieve optimal growth and returns on your investments while managing risks through a diversified investment portfolio.
Self-Managed Superannuation Funds (SMSFs)
Assistance in setting up and managing SMSFs, including compliance, investment strategies, and annual reporting.
Benefits – Gain control over your superannuation by managing your investments directly while benefiting from tax advantages and flexibility unique to SMSFs.
Estate Planning
Help with creating wills, setting up trusts, and developing strategies for distributing assets to beneficiaries while minimising taxes and legal costs.
Benefits – Ensure your estate is passed on according to your wishes, while minimising family disputes, taxes, and probate delays.
Debt Management & Cash Flow Planning
Our private wealth advisory can help develop a tailored strategy to manage and reduce personal debt, optimise cash flow, and create a realistic budget that aligns with your financial goals.
Benefits – Improve your financial stability by managing debt effectively and ensuring healthy cash flow for both short-term needs and long-term goals.
Socially Responsible & Ethical Investments
Tailored investment advice for those who wish to align their portfolio with their ethical or environmental values, such as ESG-focused investments.
Benefits – Invest in companies and projects that reflect your values, while still meeting financial objectives, through responsible and sustainable investing strategies.
Retirement Income Streams
Design a retirement income strategy, such as account-based pensions or annuities, to provide a sustainable income throughout retirement.
Benefits – Ensure a steady income post-retirement, tailored to your lifestyle needs, while minimising tax obligations and ensuring longevity of your savings.
Tax Effective Investment Strategies
Our strategic financial advice allows for the implementation of investment tax minimisation strategies, such as negative gearing, franking credits, and capital gains tax management.
Benefits – Maximise after-tax returns on your investments by leveraging tax incentives and strategies available in the Australian tax system.
Personal Insurance & Risk Management
Evaluate and recommend life, total and permanent disability (TPD), income protection, and trauma insurance to safeguard you and your family.
Benefits – Protect your financial future by ensuring you have the right insurance coverage to manage unexpected life events or health challenges.
Centrelink & Age Pension Advice
Advice on maximising Centrelink entitlements and structuring your assets and income to be eligible for the Age Pension.
Benefits – Boost your retirement income by ensuring you receive all possible government benefits and Age Pension entitlements.
First Home Buyer Financial Planning
Assist with planning for your first home purchase, including savings strategies, understanding government schemes (First Home Super Saver, etc.), and loan advice.
Benefits – Navigate the complexities of purchasing your first home with confidence, ensuring you make informed decisions and maximise government incentives.
Aged Care Financial Advice
Guidance on funding aged care, including advice on costs, government subsidies, and structuring your finances to afford quality aged care services.
Benefits – Ensure a comfortable transition to aged care by structuring finances to afford care without depleting savings or assets unnecessarily.
Experienced Providers of Leading Wealth Advisory Services
We’re more than just business advisers. Our team of Brisbane financial advisers have years of experience providing strategic financial advice to individuals from all walks of life. Get in touch to learn how we can make our wealth advisory services work for you. Contact us on 07 3286 1322 or by emailing team@hfbgroup.com.au and we will be in touch.
