Our 22-year History in Perth

Founded in 2002, HPH Solutions is an award-winning firm of independent Perth financial advisors dedicated to providing financial advice for life.

We've experienced significant growth over the past few years, from a single site in Como to locations in Mandurah and Geraldton. Today, our team comprises more than 40 dedicated finance professionals spanning advice, client services, operations, compliance and communications.

Even though our team has grown in recent years, our commitment to caring for our clients in a highly personal way has never wavered. Every member of our team holds the view that true wealth is found in the personal and trusted relationships that we build.

If you want to follow the evolution of HPH Solutions from 2002 to today, the timeline below shares our full story.

The HPH Solutions Journey

The HPH Solutions story begins

Rob Pyne leaves his role with NAB to establish a joint Accounting and Financial Planning business with two other partners. The business is called Lifeplan.

New business name

The business name changes from Lifeplan to HPH Solutions. The name acknowledges the interdependency of Health, Prosperity and Happiness, and our commitment to providing solutions.

Michael Pyne becomes a partner

Michael Pyne - Certified Financial Planner

After joining HPH Solutions as a financial planner with advice experience across investments and insurance in 2006, Michael Pyne (Rob’s brother) becomes a partner in the firm.

AFSL approval

HPH receives approval to have its own Australian Financial Services License. This is a key strategic decision to stand alone and separate from any relationship with product providers.

Relocation to Como

HPH Solutions relocates to Como from its original premises in West Perth to create future capacity for growth.

First FPA Award

FPA Logo

Rob Pyne is awarded ‘CFP Professional Best Practice’ for WA by the Financial Planning Association of Australia.

Paul Burton becomes a partner

Paul Burton - Certified Financial Planner

Paul Burton – a former colleague and friend of Rob’s for 20 years – joins the firm from NAB with a view to becoming a partner. He is admitted as a partner to the practice three months later.

Rob transitions from Financial Planner to Managing Director

Due to continued growth, Rob transitions from Financial Planner to Managing Director to ensure the sustainable future development of the business. This investment will pay significant dividends in the years to follow.

HPH receives national awards

HPH Solutions receives a Financial Planning Association of Australia (FPA) national award for Professional Practice of the Year while Zacary Leeson receives the national award for Certified Financial Planner of the Year.

HPH is National Finalist in the IFA Excellence Awards

HPH Solutions is represented as a national finalist in the IFA Excellence Awards for Client Outcome of the Year, Innovator of the Year (Company) and Paraplanner of the Year.

HPH Life joint venture

HPH Solutions establishes a joint venture partnership with MBS Insurance WA Pty Ltd to create a specialist insurance division to sit under the HPH umbrella. This partnership is called HPH Life.

WPFA merger

Greg Polglase and his team at Whitehorn Polglase Financial Advisers merge with HPH Solutions.

1Life Financial merges with HPH

Paul Black, Dean Farmer and their team at 1Life Financial merge with HPH Solutions.

Financial Solutions Geraldton merges with HPH

Norm Jupp, Lisa Farnell, Helen Jupp and their team at Financial Solutions Geraldton merge with HPH Solutions.

FINANCIAL PLANNING ARTICLES YOU MIGHT LIKE

Global Events and Market Returns

Global Events and Market Returns: A Reflection Since 2020

By Rob Pyne | November 19, 2024

Since January 1, 2020, the world has faced an extraordinary series of economic and geopolitical challenges that have tested global resilience. The COVID-19 pandemic was the first major disruption, leading […]

UK New State Pension

Opportunity before 5th April 2025 – UK State Pension voluntary contributions

By HPH Solutions | November 13, 2024

Usually, you can only fill gaps in your NI history up to 6 years, but there is currently a window of opportunity until 5 April 2025 where you can fill up to 16 years.

Transforming Financial Planning with Technology

The Trusted Adviser Podcast Ep 4: Transforming Financial Planning with Technology

By Rob Pyne | November 8, 2024

Pat Gardner, Technology Lead at Collins SBA and host of the AdviceTech podcast shares his unique journey from financial planner to tech innovator.

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