Financial Planning


Talk to Geelong’s expert financial planners

Wealth creation and retirement planning are just some of the services provided by the Hrkac Group’s financial planning division.

Taking into account your individual needs, goals and objectives, our financial planning team work strategically with you to develop a tailored strategy aimed at achieving your desired financial outcomes.

With empathy and compassion, the Hrkac Group’s financial advisers work alongside the other divisions to bring you value through our collective wealth of knowledge.

We understand that life evolves and circumstances can be ever changing, and that a financial plan should not be a case of ‘set and forget’.  With our ongoing management and support services, we adapt your bespoke plan to ensure that you remain on track to achieve the financial freedom to live the life you deserve.

Protection. Growth. Knowledge. At HG Financial Services we are proud to provide financial advice that gives you peace of mind now and into the future.

This information has been provided as general advice. We have not considered your personal or financial circumstances, needs or objectives. You should consider the appropriateness of the advice. You should obtain and consider the relevant Product Disclosure Statement and seek the assistance of an authorised financial adviser before making any decision regarding any products or strategies mentioned in this communication.
We specialise in the following areas:

Retirement Planning

Preparing for the comfortable retirement you deserve should be at the top of everyone’s list. Whether it’s a distant vision, or approaching faster than you thought, our Geelong based Financial Advisers can help determine your retirement income needs, maximise retirement savings and regain control over your future, to bring your closer to your retirement goals.

 

Wealth Creation & Management

There’s a lot to think about when it comes to investing for your future. We know there are many options out there, and we have the skills and knowledge to recommend the investment strategy for you.

We do this by staying up to date with all the latest financial, taxation and legislative data that provides you with the information you need to make sound financial decisions.

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Superannuation

HG Financial Services is here to help you take control of your super. Our team knows superannuation inside and out, including Self-Managed Superannuation funds (SMSF), and the range of tax-effective and wealth creating strategies that superannuation has to offer.

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Wealth Protection & Insurance

With a suite of options including Life, Trauma, Total and Permanent Disability (TPD) and Income Protection insurance policies, our personal insurance advisers will assess your family’s unique financial needs and establish a personal insurance plan to ensure that your family’s lifestyle can be maintained in the event of injury, illness or death.

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Hrkac’s Financial Planners

Meet the Financial Planning team:

Stephen Gray

Managing Director/Senior Advisor

Cuong Nguyen

Senior Advisor

Taylah Hazelager

Practice Manager

Leisa Tremul

Client Services Officer