Your Dedicated Financial Advisers
Geelong Financial Planning Services
Our expert Geelong financial advisers specialise 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 and financial planning services, where we serve as your allies in SMSF administration, investments, retirement planning & navigating Centrelink. Our financial planner Torquay team provides tailored, practical guidance designed to help you manage your wealth with confidence and clarity.
Ready to take control of your accounting & financial planning strategies?
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Our Financial Planning Services
Investment Advice &
Wealth Accumulation
Navigating the world of investments can be daunting, so our team of Geelong financial planners 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, our financial advice Geelong specialists will tailor a plan for you.
Retirement Plans &
Centrelink Assistance
Planning to enter retirement raises many queries & concerns. With guidance from our retirement financial adviser team, we’ll work with you to determine how much you need to retire comfortably & create a strategy to achieve those goals. We assist with 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 your finances are in good hands.
SMSF Accountants &
Personal Insurance
Overseeing SMSF administration can be complex, that’s why our superannuation accountants Geelong team is well-equipped to handle SMSF compliance & tax matters. Protecting your financial future is as crucial as building it. With the right insurance coverage, our financial planning advice ensures your loved ones & assets remain protected. We’ll guide you through your insurance options and tailor a plan to suit your needs so you can confidently achieve your long-term goals.
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-hr Appointment
This free appointment is your chance to assess if our financial advice in Geelong suits your needs while we learn about your financial goals. your Geelong financial adviser will follow-up with an engagement letter outlining our advice & costs, giving you full transparency from the start.
Collecting Information
In this step, we contact your superannuation funds & other product providers to gather the required information to provide sound & holistic financial planning advice. Some of this information we cannot collect & will need to be provided by you.
Strategy Development
Our Geelong financial planners use the information collected from fund managers to develop tailored strategies & alternatives on the best way to meet your goals & objectives. We research suitable products & investments that align with your long-term financial plan.
Financial Modelling
Your retirement financial adviser assesses the strategy outcomes developed in earlier stages to identify the approach that best benefits you. We then finalise your chosen strategy and prepare your personalised 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 financial planning firm’s 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 exactly as intended, supported by our ongoing accounting and financial planning services to help you stay on track.
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
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