Financial Planning


Financial Planning – Talk to an expert Geelong Financial Planner

Searching for Wealth creation and retirement planning in Geelong? These are just some of the Financial Planning services provided by the Hrkac Group’s Financial Advisers at our Geelong office.

Our Geelong-based Financial Planners work strategically with you to develop a tailored strategy. The customised strategy is aimed at achieving your desired retirement plan while taking into account your individual needs, goals, and objectives.

With empathy and compassion, we 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. A financial plan should not be a case of ‘set and forget’. With the ongoing management and support services of a Hrkac Group Financial Planner, you can 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. Take control of your retirement plan today by meeting with the Geelong-based Financial Planning team at The Hrkac Group. Make an appointment today via our booking linkemail or phone 03 5224 2366

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 Geelong

Preparing a comfortable retirement plan 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 you 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

Our Geelong-based Financial Planners are 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

Tamika Albon

Financial Planner