Financial advice for life

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Financial advice for life

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See What Some Of Our Clients Have To Say

Excellent4.9★★★★★ Based on 103 reviews fromGemma PoliGemma Poli1785023887 ★★★★★ The team are very approachable and professional.Alison HardingeAlison Hardinge1780106640 ★★★★★ Stephen is a true gem. He has so much patience dealing with my husband and myself (Seniors). He always explains everything in terminology that we understand and listens to what we have to say. We wish we had utilised his services many years ago. We would highly recommend Stephen.Mark dMark d1779701894 ★★★★★ Very happy with the service we have recieved over the past years.Thomas and the team have been very professional and friendly.MLs reviewsMLs reviews1779419558 ★★★★★ We’ve been extremely impressed with the level of service and care provided by Paul Black. Paul has always taken the time to fully understand our financial situation and goals, and his advice has been thoughtful, clear and tailored to our needs. He’s responsive, proactive, and consistently goes out of his way to help. On top of that, he’s friendly, easy to deal with, and has given us real confidence in our financial future. Highly recommended.Diane DowdellDiane Dowdell1778749195 ★★★★★ I've been working with Matt at HPH Solutions for a number of years now, and what keeps me coming back is simple; he makes the whole experience genuinely enjoyable.Financial planning can feel overwhelming, but Matt has a way of working through even the complex stuff methodically and clearly, so you always leave feeling informed and confident rather than confused.The HPH team as a whole is fantastic, but my annual catch-up with Matt is honestly something I look forward to. Matt has a down-to-earth, approachable style.Royston CooperRoyston Cooper1777374988 ★★★★★ We cannot recommend this company highly enough it was the best piece of advice from a friend that we have ever recieved!The whole experience has and continues to be stress free ,a pleasure and financially Sound .So thank you HPH solutions and especially our advisor Liam Wallace and Rob Pyne with all the latest market conditions .Once again Thank you so much for all your help.Ian WhiteIan White1776650046 ★★★★★ We are very happy with the support that Greg and his team continues to provide. Customer support is very good and advice provided is easily understood. Well done.Perth TranslationPerth Translation1775619318 ★★★★★ H DH D1775171796 ★★★★★ Glenn ThomsonGlenn Thomson1773314774 ★★★★★ Informed, professional and personalised. Paul, Dan and Lulu make a great team. Highly recommended!Marnie ButlerMarnie Butler1772769490 ★★★★★ Zac and Max have been fantastic to work with. They are friendly, approachable, supportive and understanding. They ensure that we understand processes and we are fully informed to make our own decisions about our financial management.Mal DaveyMal Davey1771580056 ★★★★★ We have been a client of HPH for many years and our experiences over those years has been excellent.Initially, we sought to have someone who could get involved with our business and personal programs. In both areas, the service provided has been of the highest calibre with adjustments along the way as times and needs change.We have the highest level of trust for the whole HPH group and admire the fabulous culture and their strong growth in recent years.Depending on current needs, they are flexible and deal with the everchanging financial needs as circumstances change (eg age!).M PierenM Pieren1771556848 ★★★★★ We have worked with Paul for well over two decades and truly value his clear advice and practical approach. Over time, he has made the effort to really understand our situation and has developed a thoughtful long-term strategy that makes financial decisions feel straightforward. He explains everything in plain language, and just as importantly, his sense of humour and personable, easygoing manner make him a genuine pleasure to work with.David CurrieDavid Currie1765952121 ★★★★★ We are very happy with the advice and guidance from Liam who we have found to be knowledgeable, professional and a pleasure to deal with. He shows genuine interest in assisting us to reach our financial goals and we are grateful to have him accompany us on our retirement journey.Tom CorlettTom Corlett1765193183 ★★★★★ Emma Cork & the team at HPH Solutions have always provided me with outstanding attentive service, recommendations & structural options available to me during difficult times in the markets & most of all achieving high performance results. Impressive professionalism displayed at all times. One of my most trusted advisors who I would be more than happy to refer anybody to that requires future success.Denise V.Denise V.1762912661 ★★★★★ After many years with HPH, we can only praise them for their professional guidance and advice.We have passed through a few of their advisers and their honesty and advises always have been prove to be to the best of our interests.The last few years till present, we had Thomas Sweeny, as our financial advisor and we where always happy with his approach and guidance. We are sure that, from now on, going forwards with Jeff Petrie, we are confident that the good work will continueWe can absolutely without hesitation recommend HPH.Cheryl MillarCheryl Millar1762777210 ★★★★★ HPH Solutions, in particular Zac (for setting me up and keeping me going for the first five years) and now Super Strict Matt, have really helped me to get on track with my finances and life! And while I call Matt super strict, he has been integral over the last 18 months in helping me budget for my life now and into the future. HPH have provided me with options of when I can reduce my work hours towards retirement. They were super helpful post-divorce in setting me up to where I am now.  In fact, I am 90% sure I would not be anywhere close to where I am now if it wasn't for HPH. I have a good habit of spending money in my account, and Super Strict Matt has definitely helped me in controlling that spend - while still maintaining the lifestyle I want now and into the future. I highly recommend HPH, Zac and Super Strict Matt!Sharon KitneySharon Kitney1761795577 ★★★★★ We are very grateful for Stephen Anagno. All his hard work, guidance and support over the years.He listens and understands all we need.He explains everything and is always available if and when we need to ask something.At this stage in our life, it is very comforting to know, Stephen is looking after our portfolio into our retirement.Kind regardsMike and ShazCamilla CarronCamilla Carron1761277393 ★★★★★ My husband and I feel so lucky to be working with Zac Leeson of HPH. His expert guidance, thorough knowledge and unending patience has made us truly excited for what we are building today and for the financial future of our family. I would recommend Zac to anyone looking to take their financial future into their own hands, HPH is simply fantastic.Nic GaglianoNic Gagliano1760066094 ★★★★★ Highly recommend Zac and the HPH team, very professional, knowledgeable and also trustworthy.Alex BarronAlex Barron1759627220 ★★★★★ Thomas has been a fantastic financial planner for our family. We started working with him after having our child in 2021 to create a roadmap for our future. He took the time to genuinely understand our unique goals and values to build a tailored plan. The ongoing advice has been invaluable, especially when navigating major life events like building a house in the current climate. He’s helped us with complex decisions like what to do when my novated lease ended easy by outlining the best financial and lifestyle outcomes for us. It’s made our lives easier knowing we’re on track and if major life events happen we’ve got support to navigate them.Kelli GardinerKelli Gardiner1757034649 ★★★★★ We’ve had an outstanding experience with Zac Leeson and the team at HPH Financial Solutions.From the very beginning, Zac took the time to truly understand our needs and goals and his professional yet approachable manner made the whole process seamless.The advice and support provided have been clear, thorough and tailored to our situation, giving us real confidence in the financial decisions we’re making.We couldn’t be happier with the service we’ve received and would highly recommend Zac and the HPH team to anyone looking for expert financial guidance backed by genuine customer care.Damian & Kelli GardinerFionaFiona1756342833 ★★★★★ The team at HPH are excellent. Zac in particular is professional, pragmatic and proactive - a great combination. Having moved to HPH recently after many years at another firm, we are impressed and so pleased we made the move. Thanks Zac, Nicola and all the HPH team.Steve HSteve H1756193690 ★★★★★ Zac, Nicola and everyone who has helped us at HPH have been fantastic to deal with.. Thorough, courteous and completely across all aspects of financial planning and advice. Would highly recommend them to any prospective clients.marie harknessmarie harkness1755505950 ★★★★★ We have been clients of Zac at HPH Solutions since 2019. Zac & his team have been wonderful to us the past 6 yrs. It was especially comforting having Zac & HPH on board while living overseas for some years. Their great communication continued throughout our time abroad so we had nothing to worry about.We have the utmost respect & trust in Zacks ability in handling all our financial matters. He is always prompt & knowledgeable when we have any questions, he guides & advises in a respectful calm manner. I would not hesitate to recommend Zac or HPH Solutions for financial assistance and advice.Isabella McdonaldIsabella Mcdonald1755158507 ★★★★★ Greg and his team at HPH are always very positive and nothing is too much trouble.We have found them a pleasure to deal with over the last seven years and have no hesitation recommending their services to others.Paul IriksPaul Iriks1754459230 ★★★★★ Appointing a Financial Advisor to take care of our future spending and investments was the best thing we ever did. The team at HPH Solutions in Como and Mandurah are amazing, particularly Jeff Petrie and Kylie Lindquist who are always ready to help us. All staff at their offices are very friendly and helpful.alan guestalan guest1753949792 ★★★★★ 2yrs now , we are extremely happy with the advice provided and our Superannuation results. Stephen Anagno ,is very proactive, upto date with all financial advice. Also a pleasure to deal with.Vanessa MarshallVanessa Marshall1753596230 ★★★★★ We first met Zac Leeson 8 months ago with our finances in a huge mess! From the very first meeting Zac listened to our situation without judgement and provided us with the honest feedback that we needed to hear to face our situation head on.Zac and his team have provided us with a solid plan which supports our short and long term goals and makes them achievable. We highly recommend Zac and the HPH Solutions team.Glenys DixonGlenys Dixon1752996600 ★★★★★ Emma's experience as a Financial Adviser was apparent in all our interactions. Emma was empathetic, knowledgeable and prompt and her financial advice for Aged Care was appreciated. I would not hesitate to recommend Emma as an Aged Care Financial Adviser.Nigel RoganNigel Rogan1752813240 ★★★★★ Nathan always offers great advice on how to build for our retirement future. The tips given over the past year have enabled us to be able to retire when we wanted to by making a few adjustments now. Thank you, Nathan we really appreciate, all you do. Also Lulu makes the best coffee each time we go......Alan LeesAlan Lees1752114275 ★★★★★ Everything taken care of in a trusting manner. Any queries we had were dealt with promptly and without any fuss.david Hillyarddavid Hillyard1751962953 ★★★★★ Greg has provided us with balanced advice about our options prior to and since our retirement. He is very attentive to our needs and knowledgeable about all aspects of helping us manage our retirement income and entitlements.Kim DeaconKim Deacon1750647078 ★★★★★ Jeff Petrie : Jeff has been my HPH Rep/Financial Advisor for the past 8 years. During this time period I have always found Jeff to be a very professional, well organised and thorough person. He has provided a personalised service with comprehensive information on all aspects of financial planning. Jeff clearly explains every aspect of the financial advice he provides and always devotes time at my annual review for dealing with any questions that I may have. He has continually impressed with his knowledge about retirement plans, the superannuation industry, Centrelink and changes in Government legislation relating to retirees such as myself. Jeff is a very approachable person and has always responded promptly to any Email questions that I have sent him. I would not hesitate to highly recommend Jeff as a Financial Advisor/Planner. He has been of great assistance over the past eight years, not only when I was still working, but also as I neared retirement and subsequently, when I entered the retirement phase of my life.Ian OwenIan Owen1749532478 ★★★★★ Jeff was friendly, knowledgeable and very keen to help us achieve our goals. We can’t recommend Jeff highly enough! Thanks again Jeff and the whole HPH team.Ian & Dianne OwenDarcy NauntonDarcy Naunton1749519549 ★★★★★ Have been with HPH for more than a decade and they are absolutely our trusted advisors, act with the highest integrity and with utmost diligence. We couldn't be more glowing in recommending them to potential clientsGul ErkinGul Erkin1749042935 ★★★★★ We’ve had an excellent experience with Zac. He is always warm, approachable, and professional, with a great sense of humour that puts us at ease. He takes the time to answer all our questions thoroughly and always ensures we feel informed and well cared for.Ralph LivingsRalph Livings1748959443 ★★★★★ We are extremely happy with the service. Having a knowledgeable professional overseeing ones finances, in my opinion, is a no brainer, for peace of mind alone.todd Baldocktodd Baldock1746666911 ★★★★★ We have been with HPH for over 10 years. During this time they have seen our wealth increased consistently. And this is achieved through collaboration with our personal life needs and desires. The team at HPH have always been available and provide easy to understand guidance across all different aspects. Highly recommended. Our financial planner Thomas has been fantastic in making this all happen. Thank you.Wayne BrittanWayne Brittan1745239292 ★★★★★ Highly recommend Matt Hearn as a financial planner. He provides very comprehensive information and really takes the time to talk you through it and make sure you both understand and are comfortable with the recommendations.Yanqi QYanqi Q1744270467 ★★★★★ My husband and I would highly recommend the HPH team, especially Thomas Sweeny, who we have been working with for the last two years. Having an ongoing relationship with a financial planner has been reassuring as our circumstances change, and the personalised service based on our specific goals is appreciated.gail dunnegail dunne1742806544 ★★★★★ We have been working with HPH for over 15 very successful years. The team are very special and have an extraordinary capacity to understand our needs and move with us as we navigate our constantly evolving financial and personal world. We are very grateful for the expertise of the whole team, but more specifically Michael who has been our guide and supporter from the beginning and more recently Zac. We look forward to continuing this adventure together.craig Kinsellacraig Kinsella1742554780 ★★★★★ Liam provides some great insights and financial advice balanced with a level of understanding individuals goals and risk profile. Results have been consistently above expectations and general market conditions. Well worth the investment with solid advice to achieve financial goals.Elizabeth WadsonElizabeth Wadson1740705110 ★★★★★ HPH have been great to deal with. In particular Stephen Anagno. I had an informative meeting with him. He is professional, knowledgeable and very helpful. Many thanks to you guys.Yunus and LizPhilip OxwellPhilip Oxwell1738292673 ★★★★★ Confident advisors and very experienced. We have been dealing with Liam now for several years and always leave with a reassured outlook .Liam does a lot of backup information and speaks in normal easy to understand explanations regarding our Superannuation .Would recommend Liam and his firm to anyone needing reliable assistance with Superannuation and investments .Jim PearsonJim Pearson1738219525 ★★★★★ Have been dealing with Zac for 12months i just wish we had his advise 10 years agoJulie BevanJulie Bevan1737518477 ★★★★★ Subject: Thomas SweenyWe have been using HPH as our Financial Planner for a little while now and Thomas is our advisor. Thomas is both a great listener and technically strong, with an obvious aptitude for the work he does. He paid close attention to the issues important to us and ensured they were effectively represented in our plan. Thomas was able to immediately respond to any questions we had along the way. All his responses were provided within the context of our plan and where the plan was not able to address our interests. Thomas was efficient in making the changes to maintain alignment between our plan and what was important to us. We are genuinely impressed by the process driven character of HPH. The combination of those processes and Thomas's performance has given us both peace of mind regarding our financial future.Lui CeccatoLui Ceccato1737359533 ★★★★★ Very professional and thorough in setting up financial plans that are best suited to your own situation with regular reviews. Makes the process less stressful in understanding what needs to be done with superannuation, wills, trusts, etc. Highly recommend.Norm SalomonsNorm Salomons1737348933 ★★★★★ We have known Liam for a number of years now, find his professionalism,knowledge and advice has been first class and would recommend him to anyone looking for financial advicejs_loader

What does financial advice for life look like?

About HPH Solutions

Award-winning financial advisors and financial planners
in Perth, Mandurah and Geraldton

ifa-client-outcome-of-the-year-2021
ifa-Innovator-of-the-year-2021
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HPH Solutions is a financial planning and advisory service that celebrated 20 years in the industry in 2022. With locations in Perth, Mandurah and Geraldton, we seek to empower people to live Healthier, Happier and more Prosperous lives. We do this by helping clients to:

Really think about
the kind of life they
want to live

Take action to live
that life with
purpose

Make informed decisions
with evidence-based
financial counsel

What our financial planning services do for you

Help you feel organised and in control

Financial stress creates pressure and reactiveness. Our experienced financial planners in Perth craft solutions that relieve pressure and ensure you can always sleep well at night.

Find out more

Give you back your
personal time

Don't spend hours on weekends and evenings managing your finances on your own. Our Perth financial planners do the heavy lifting needed to restore your precious personal time.

Find out more

Give you freedom
from worry

We hate seeing people feeling frazzled, overwhelmed and fretful about money. Our experienced Perth financial advisors provide personalised solutions that ease stress and worry.

Find out more

Help you take care
of your loved ones

Our Perth financial advisors can help you set your loved ones up for a more comfortable and financially secure future in both the best of times and when the unthinkable happens.

Find out more

Our financial planning services in Perth, Mandurah and Geraldton include:

Cashflow, Planning and Tax • Banking and Finance • Financial Record Management
Strategic Financial Advice • ‘On Track’ Review • Centrelink/DVA Advice • Executor Assistance
Wealth Management • Retirement Planning • Investment Advice
Saving for Children’s Education • Personal Insurance Advice • Estate Planning • Aged Care Financial Advice

Our Professional Partners

Partner-Dimensional
Partner-Macquarie
Partner-Insignia
Partner-Practifi

What we do for you

Help you feel organised and in control

Give you back your
personal time

Give you freedom
from worry

Help you take care
of your loved ones

Services we provide

Cashflow, Planning and Tax
Banking and Finance
Financial Record Management
Strategic Financial Advice
‘On Track’ Review
Centrelink/DVA Advice
Executor Assistance
Wealth Management
Retirement Planning
Investment Advice
Saving for Children’s Education
Personal Insurance Advice
Estate Planning
Aged Care Financial Advice

What our clients say about our financial advice

We provide financial planning services to people from all walks of life in Perth, Mandurah and Geraldton. Our clients value us creating space to have meaningful conversations about their lives and finances. They enjoy the emotional benefits of being financially organised and value having an adviser they trust to talk to about what really matters to them. Click on the images below to hear from people just like you.

BUSINESS OWNERS

CORPORATE EXECUTIVES

MEDICAL PROFESSIONALS

EARLY RETIREES

FARMERS

DOUBLE INCOME FAMILIES

Our award-winning team of finance professionals based in Perth, Mandurah and Geraldton is here to help

Perth financial planning testimonials

“As we get older we get more anxious. I’m anxious about my health and I’m anxious about the future of the world but I’m not anxious about my money. That’s taken care of.”
- Kim Horne, Former Executive Director of Alcoa Group

“When we were separating, splitting assets and all that kind of stuff, Michael was much more than a financial adviser, he was a confidante, a marriage counsellor to a certain degree, but more importantly, a trusted friend.”
- Craig Buchanan, Former Creative Director of The Brand Agency

“I think the last meeting that we had with the guys I actually cried because I was so happy with how everything was going and so appreciative of everything that they had set up for us.”
- Dr Fleur James, Director at Animalius

More from our clients here
What-Clients-Are-Saying

Award-winning Perth financial planners and advisors

Over the past 20 years, we have established ourselves as a trailblazing Perth financial planning firm, setting a high standard for comprehensive and client-centric financial planning services. Our team of dedicated and highly skilled financial advisors boasts extensive experience in all facets of financial planning and financial advice, from retirement planning and investment strategies to estate planning and risk management.

What truly sets HPH Solutions apart is our dedication to tailoring financial solutions to each client's unique circumstances and aspirations. Our client-first approach ensures that every financial plan is a personalised roadmap to financial success, built on trust, transparency, and a deep understanding of individual financial objectives.

By continually staying abreast of industry developments and trends, HPH Solutions remains at the forefront of financial planning in Perth, providing clients with innovative strategies and solutions that evolve with the ever-changing financial landscape. This commitment to excellence has earned us a reputation as one of Perth's leading financial planning firms, serving as a trusted partner in navigating the complexities of financial planning for clients across Western Australia.

Proudly independent Perth financial planners and financial advisors

Being an independent financial advisor in Perth means we operate without any affiliation or ties to specific financial institutions, products, or companies. Independent financial advisors and financial planners are not bound by contracts or incentives to promote or recommend certain financial products or services. We are free to offer impartial and objective financial advice that is in the best interests of our clients.

Here is what you can expect from our independent financial planners:

  • Unbiased advice: As we are not influenced by commissions or sales targets associated with specific financial products, our Perth financial planners can provide recommendations that truly align with our clients' financial goals and circumstances.
  • Access to a wide range of options: As independent Perth financial advisors, we have the flexibility to consider the full spectrum of financial products and services available in the market. We can source the most suitable financial planning options from various providers to meet our clients' needs.
  • Customised financial planning advice: Independent financial advisors can create customised financial plans that are tailored to each client's unique goals, risk tolerance, and financial situation rather than providing one-size-fits-all solutions.
  • Fee-for-service model: This ensures our interests are aligned with our client's financial planning objectives, as we are compensated for providing sound advice rather than selling products for commissions.
  • Transparency: As independent Perth financial advisors, we prioritise transparency in our fee structures, ensuring our financial planning clients are fully aware of how they are compensated and any potential conflicts of interest.

Being an independent financial advisor in Perth means offering objective, client-focused financial planning guidance that prioritises our clients' financial well-being and long-term success. Our independence means our Perth financial advisors are able to maintain a high level of integrity and trust in their relationships with our clients.

What does 'Financial advice for life' look like?

'Financial advice for life' is a values-based approach to financial planning. It is a holistic and ongoing process that focuses on both the practical and personal factors that enhance or hinder quality of life and financial satisfaction.

If you think this perspective is unique, you would be right. Rather than using net worth as the true picture of one’s financial status, we take a more holistic approach to assessing ‘true wealth’.

What does our financial planning process look like?

First our Perth financial planning professionals start by clarifying your values, priorities and aspirations. They then create financial planning strategies tailored to your specific situation and provide advice that will help you reach your objectives. Finally, they follow up regularly with you to ensure that the financial planning strategies created for you keep up with your lifestyle aspirations as they evolve.

It’s not easy keeping up with ever-changing financial regulations and markets to ensure your financial life plan is optimised for your needs. Working with a qualified and professional financial planner takes away the stress, time investment and self-doubt that comes from figuring everything out yourself.

While the sheer act of having a financial plan gives you a sense of control, working with a financial life planning advisor will give you confidence in your plan. And it’s that confidence that will allow you to sleep well at night.

Why choose HPH Solutions as your financial planners?

Our experienced financial planners put your interests first and focus on enhancing your sense of financial wellbeing and satisfaction.

With offices in Como, Mandurah and Geraldton, we provide the full suite of financial services and advice. Centred on assisting with money management and planning at every level, our award-winning team will help you reach your goals and feel more fulfilled and secure.

Experienced, independent Perth retirement planners

Effective retirement planning is essential for achieving financial security, maintaining your desired lifestyle, and enjoying a comfortable and fulfilling retirement. It allows you to plan for the financial challenges and uncertainties that may arise as you age and provides a roadmap for a more secure and worry-free retirement.

HPH Solutions is an experienced Perth retirement planning and advisory firm that helps provide clients with great :

  • Confidence - Knowing they can comfortably fund the lifestyle they desire and that they have enough cash on hand to live life the way they wish to
  • Security - Knowing that if unexpected events occur, they have the capacity to ride out those events without too much stress
  • Peace of mind - Knowing they have access to personalised and timely advice when the expected and unexpected occurs
  • Relationships - Knowing they have the time and mental energy to devote to the relationships that give them joy and their life meaning
  • Purpose - Knowing that even though they are not working in the traditional manner, they’re contributing meaningfully to the world

Our Perth financial advisors and retirement planners can help you:

  • Plan for retirement
  • Transition to retirement
  • Live comfortably in retirement
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