Wealth Advisors to Business and Families - Since 1985
Services -
The things we do!
With over 30 years experience in advising both business and individuals there is nothing you need to know that we can't help you with - If your need is 'financial' we are the firm to talk to. Trusted, Experienced and Approachable!
Retirement Planning
including Centrelink and Aged Care
Planning for retirement can be daunting with the need to consider both private and government pensions, aged care options, regular income planning along with Estate Planning and keeping up with all the changes that regularly occur in these areas!
Worry no more - we've been doing this a long time and at Hoddinott Consulting will have all the answers and support that you will ever need!
You might be retiring however our interest in your well being is hard at work every day of the week!
Investment
Property, Shares, Managed Funds & Term Deposits
Investments take many forms from simple cash deposits to shares, property, managed funds, bonds and even private assets such as artwork and other precious items. At Hoddinott Consulting we analyse you, and all of these items, and give advice as to what would best suit your investment objectives.
Most of all investments should be about 'achieving things that you value' and our investment advice will always be directed to that primary living goal!
Estate Planning
Wills, Powers of Attorney, Guardianships, Probate and Trusts
Estate Planning is all about having the necessary documents in place to ensure your wishes are carried out if you are incapacitated or have died. Not having these documents in place can create significant problems and it is our advice that all adults should have them no matter what their financial circumstances.
Good Estate Planning creates certainty and peace of mind for all concerned.
Superannuation
Accumulation and Pensions
Superannuation is the backbone to our Retirement Planning whether it is in Accumulation Phase (when you are working) or Pension Phase (when you are retired). Sound management of your Superannuation at all times is critical so as to be on target for your retirement plans and expectations.
Whether you are 18 or 80 Superannuation is Super important so don’t leave those Annual Statements in a dusty draw – bring them to us for a much needed review!
Taxation
All returns and advice
We've all heard the saying about Death and Taxes right? Well we guarantee we won't be responsible for your death but will be guilty when it comes to wanting to be involved in managing your taxes. Income Tax, Capital Gains Tax (CGT), Goods and Services Tax (GST), Land Tax, Stamp Duties and indeed anything that involves paying the government money is squarely in our court!
We do our best to make sure you plan and pay for only the taxes that you should!
General Lending
Home, investment or business loan
Whether you are looking for finance to purchase a home, an investment property, a business, a commercial loan or perhaps leasing a car, truck or equipment, we can source the right finance to suit your requirements. The team at Hoddinott Consulting can also look at your existing financial arrangements to see if there's a better deal available for you.
If you would like a no obligation chat, call us today to find the right solution for you. Our Lending Service is provided by Outsource Financial.
Insurance
Life, Income Protection, TPD and Trauma
If the occurrence of an accident, ill health or even death poses a real risk to the security of your regular income and personal assets then Life Insurance is an essential part of your financial planning. Hoddinott Consulting can offer both new insurance as well as review your existing insurance to ensure that it meets your needs. More often than not we are able to source a competitive quote tailored to your specific circumstances that can result in reduced premiums & better coverage. So while you’re busy investing and planning for your future always have a Plan B (Insurance) for the unexpected or unforeseen.
Business Advice
When experience counts
Being in business for over 30 years and before that working in other businesses both large and small has resulted in our Firm being renown for its business advice and strategic business planning.
If you have business plans, be they at the start or along the way, we have experienced it all and can help you make the types of decisions that make the difference!
You’ll be surprised how some wise words will set you on the right path and importantly it won’t break the bank to seek out that wisdom!