Financial Planning

Hillross was established in 1987 with a mission to deliver professional wealth management services.

We are one of Australia’s largest financial planning groups and have placed over $11 billion in client funds. We’ve advised thousands of Australians over many years through our network of 700 financial planners across Australia. Hillross is the Principal Member of the Financial Planning Association of Australia (FPA) and hold and Australian Financial Services Licence.

Our financial planning firm is knows for our expertise in linking business and personal financial planning. We review the business owner’s circumstances and advise on the appropriate wealth creation strategies to transfer business wealth to retirement funding. We identify personal insurance risks and link a solution to complete the overall plan.

We pride ourselves on the quality of advice, service and client care provided.

Brad Hodge can advise on:

  • Financial Planning
  • Wealth creation strategies
  • Business sale strategies to minimise tax
  • Direct share investment
  • Debt and gearing strategies
  • Retirement Advice
  • Estate Planning
  • Self managed superannuation
  • Life, income protection and TDP insurance
  • Buy/sell insurance, keyman insurance

For details about how Hillross can service your business please contact Brad Hodge

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