Financial Planning

Hometree Financial Planning Pty Ltd is a Corporate Authorised Representative (No. 467128) of Total Advice Solutions Pty Ltd
ABN – 11 600 723 733 Australian Financial Services Licence No. 475064

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As is so often the case in life, one thing naturally leads to another.

That’s why Hometree Financial Planning offers clients the services of two, carefully selected licenced financial planning partners.

Because investing in a new property, or refinancing an existing one, can be the perfect time to also invest in a financial spring clean. Hometree Financial Planning advisors can help you review and protect your current financial position, maximise your investments, plan for retirement and focus on wealth creation strategies to meet your short and long-term goals. Just some of the areas our team can discuss with you include:

  • Statement of Advice

An overview of your current financial position and recommendations on how to best achieve your financial goals.

  • Self Managed Super Funds

Actively harnessing the power of your superannuation investment.

  • Insurance products

Contingency planning to protect your assets, income and life.

  • Property

Understanding the best funding structure for residential, commercial or property development.

  • Cash

Advice on maximising term deposit and cash management trust opportunities.

  • Share Market

Strategies to build a portfolio of Australian or International shares.

  • Estate Planning

Securing the future by protecting your assets and their distribution.