Accountants  Financial Advisers Business Consultants

Financial Services

 

Our passion for helping others is highlighted by our approach to develop a deep understanding of our client’s values and financial situations.  We develop your financial goals and create integrated strategies to optimise your financial outcomes with agreed risks and convert the complex world of money management into your language.

 

We are privileged to be invited into people's lives. Being your trusted adviser in your financial affairs means we are transparent and deliver truly comprehensive financial services. With our team of qualified financial staff you will be empowered to not only take back control of your financial decisions; you will also learn the lifelong skills of money management.

 

Our approach takes a holistic and systematic view of your family’s wealth; recognising the dynamic interaction between the individuals and their environment and how these influence and impact on each other in a continuous, synergistic and dynamic way. 

 

Together, we map your family’s group of assets and plan for the future.  This entails utilizing our knowledge of your accounting and tax position with your future objectives and concerns for the family wealth planning.  It enables us to construct appropriate wealth distributions using all your assets, eg. home, mortgage, family and unit trusts, companies, market related investments and human capital (earning potential).  As part of our mapping we also consider the estate planning and business succession consequences.

 

We bring together the core activities in the HID Financial Services by incorporating the following:

 

 

- Management	- Development
- Acumen	- Advocacy
- Nurturing	- Learning
- Advice

 

 

Our Financial Planning Allocation Framework (FPAF) provides the goal post and planning to work towards achieving the important objectives for you and your family.