FINANCIAL PLANNING SERVICES

Financial matters can be complex. Getting help from an expert can make all the difference in achieving an outcome you’re happy with. Regardless of market conditions or your stage in life, a planner can be pivotal in meeting your financial goals.

“We believe the role of a financial planner is to listen to your needs and goals and tailor their service to help meet them. You can enjoy life today, knowing that your future is in expert hands.”

The relationship with your planner is an important one that builds up over time. A financial planner should be someone you’re comfortable with, who knows you and understands how your needs change over the years. That way you can trust them to help get your financial goals in the right shape.

Our financial planning services include:

Not sure where to start:

Contact one of our friendly staff members for more information or to request a copy of any of the following brochures provided by Lonsdale Financial Group Limited:

  • Saving and Investing
  • Managing Debt
  • Make your salary go further
  • Facing a redundancy
  • Capital Gains Tax explained

Investment Updates

HC Partners Financial Services Pty Ltd is an Authorised Representative of Lonsdale Financial Group Limited ABN 76 006 637 225 AFSL 246934. For a copy of our latest Financial Services Guide, click here. To better understand our relationship with Lonsdale, please click here