From investing to insurance to lending, Hindsight will work with you to make certain you are comfortable, content and more than capable of achieving your financial dreams.
Personal Investment Strategy Advice
Investing in your personal financial education is one of the greatest gifts you can give your future self. We’ve helped countless individuals and families get their money working for them – for today and tomorrow.
Our services include:
- Investing surplus income
- Home equity and lending advice
- Inheritance funds
- Budgeting
- Accounting via our trusted partners
- Preparing for parenthood
- Preparing to start a business.
Personal Insurance Assessments
Insurance can be overwhelming, expensive and seemingly unimportant, until you need it. To best protect your assets in case of the unexpected we will identify any gaps in your current position and your desired position and provide recommendations and solutions.
Our services include:
- Life insurance
- Income protection
- Business expense insurance
- Key person insurance cover
- Business succession planning.
Retirement Planning
Planning for your retirement might be hard to imagine but it’s one of the most important assets you’ll ever have. We provide you with education, options to grow your super and maximise your end benefit.
Our services include:
- Transition to retirement
- Understanding the superannuation system, and ways to maximise your retirement savings
- Superannuation consolidation
- Establish what your desired after-tax expenditure levels are and formulate clear objectives and a timeline for your retirement
- Minimise taxation impacts on your funds at retirement
- Appropriately structure your investments.
Business Owners
Running a business is hard work. We can help make sure it’s worth your while – helping with investing for business as well as setting up loans and staff plans to help you streamline your financial activities.
Our services include:
- Business insurance
- Key person insurance
- Buy/sell agreements
- Personal insurance
- Investment planning
- Staff superannuation plans
- Staff financial education workshops
- Lending via our trusted partners
- Life insurance
- Income protection
- Accounting via our trusted partners.
Service Reviews
We believe it’s important for your financial situation to be reviewed on a regular basis to ensure that our advice continues to meet your objectives.
Our services include:
- Annual review of your financial position and portfolio performance to ensure you are on track to meet your goals
- Access to your adviser and the Hindsight Wealth team during business hours
- Access to our client service staff who can provide essential administrative support.