INVESTMENT ADVICE

At HC Partners, we provide financial planning and investment advice for clients who want control of their financial future throughout every stage of their lives. We can cater for all aspects of your personal finances, from savings and investment plans to pensions and life assurance.

We believe the investment selection process should not be influenced by product providers or who pays the highest commission.  Using this philosophy as well as having access to premium investment research from Lonsec, we are able to recommend products that are right for you.

At HC Partners, we charge fixed fees for all investment advice and do not accept commissions from providers.

This way, you know the cost of the advice we provide before any work is undertaken on your behalf. You can also rest assured that our advice is not based on commission.

Some of our services include:

  • Development of wealth creation strategies through innovative investment products
  • Superannuation planning and product reviews and comparisons
  • Direct shares including share trading services
  • Managed investment products
  • Hybrid and fixed income securities
  • Model portfolios
  • Wrap platforms and / or direct investing
  • Life insurance products including income protection, life, TPD and trauma cover

As Registered Tax Agents, we can also provide advice on the taxation implications of the above. For you, this means personalised advice that capitalises on your specific tax situation.

Authorised Representative

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