Your Dedicated Financial Advisers
Geelong Financial Planning Services
Our expert team specialises in guiding those aged 55 & above, whether nearing retirement or already enjoying it. With retirement savings of over $800,000, we empower your journey to financial success, allowing you to embrace life on your terms.
Benefit from our streamlined accounting & financial planning services, where we serve as your allies in SMSF administration, investments, retirement planning & navigating Centrelink.
Our Financial Planning Services
Investment Advice & Wealth Accumulation
Navigating the world of investments can be daunting, so our team of Geelong financial advisers is here to make it effortless. We provide personalised investment advice to ensure your wealth grows wisely & aligns with your long-term financial goals. We’ll guide you through the intricacies of risk & return, helping you build a well-structured investment portfolio. Whether you’re new to investing or looking to grow your wealth, we have the expertise to tailor a plan just for you.
Retirement Plans & Centrelink Assistance
Planning to enter retirement can raise many questions & concerns. With guidance from our retirement financial advisers, we work with you to determine how much you need to retire comfortably & create a strategy to achieve those goals. We assist you with all your Centrelink needs, ensuring you receive the benefits you’re entitled to without the frustration of navigating the bureaucracy alone. With us by your side, you can retire confidently, knowing that your financial resources are well-managed.
SMSF Accountants & Personal Insurance
Overseeing SMSF administration can be complex, that’s why our superannuation accountants are well-equipped to handle SMSF compliance & tax matters. Protecting your financial future is as crucial as building it. With the right insurance coverage, our personal insurance services help you safeguard your loved ones & your assets. We’ll guide you through the options and tailor a plan to suit your needs so you can confidently achieve your long-term financial goals, minus the stress.
Our SMSF Client Portal
We’re dedicated to providing secure, efficient, & accessible financial solutions through our client portal, offering an array of advantages for efficient SMSF management in Geelong:
Contact us today to experience the benefits of our SMSF Client Portal yourself.
Your Financial Planning Journey
As your situation evolves & with ever-changing rules & regulations, it’s important to review your strategy every 12 months. This ensures it aligns with your goals, adapts to any changes, and allows you to capitalise on new opportunities, ensuring that you continue to meet your objectives.
Initial 1-hour Appointment
Your free appointment is your chance to assess if our advice suits you while we learn about your financial goals. Post-meeting, we send an engagement letter outlining the advice & costs.
Collecting Information
In this step, we contact your superannuation funds & other product providers to gather the required information to provide sound & holistic advice. Some of this information we cannot collect & will need to be provided by you.
Strategy Development
We use the information we collected from the fund managers & develop strategies & alternatives on the best way to meet your goals & objectives. We research different types of products & investments that are appropriate for you.
Financial Modelling
In this step, we evaluate the outcomes of the strategies we developed in the previous step & determine which outcome most benefits you. From this, we choose your appropriate strategy & prepare your financial plan.
Presenting Your Plan
Here we present your plan, detailing our recommendations, alternative strategies & products for your consideration. We explain how you benefit from our advice, which you can accept or alter during this meeting.
Actioning Your Plan
The most important & crucial step is putting the plan into action. We implement & ensure the recommendations are set up how they were intended.
Financial Planning FAQs
Explore our FAQs to find our answers to common financial planning inquiries, guiding you towards informed decisions for a secure financial future.
Licensee
HJC Financial Advisers Pty Ltd (AFSL 525174)
126 Torquay Road, Grovedale VIC 3216
Ph: 03 5244 3007 |
Email: admin@hjc.net.au | www.hjc.net.au
Latest News
Do You Need A Financial Advisor In Geelong?
2024 Tax Updates From Your Expert Tax Accountants In Geelong
How HJC Tax Accountants in Geelong Transformed a Couple’s Financial Future
