Grace now knows how much money she has to spend, and is more confident about spending it on home improvements to make her life more comfortable.
Case study: Confidently spending money in retirement Read More »
This case study shares how you can use insurance claims to your advantage along with financial strategies to maximise investments.
Case study: Navigating insurance claim options with confidence Read More »
Jim and Susan are 5 and 12 years away from retirement respectively and decided to meet our financial planners to get a solid financial plan in place.
Case study: Retirement planning Read More »
Ben and Sarah would be able to draw down $90,000 per annum in retirement until around 85 years of age and then $60,000 per annum thereafter.
Case study: You don’t know what you don’t know Read More »
HPH Solutions is always working to improve the financial lives of our clients and greatly value the insights we gain regarding what really matters to them.
Latest survey reveals what’s important to our clients at HPH Solutions Read More »
A report by ASIC looked at what consumers thought of financial advice and of the financial planners who deliver it. Here’s our take.
Financial advice: What people really think Read More »
This new superannuation strategy saved Rob and Marie around $24,000 per annum in tax. Our financial advisors provided a technical perspective of where and how to invest.
Case study: GESB (West State) Super retirement planning Read More »
Rather than acting on worrying sentiments in the news, leave the markets to do the worrying and instead focus on the horizons that are meaningful to you
Different horizons for successful investing Read More »
Global equity markets posted their worst performance in seven years in 2018, although most of the damage was done in the fourth quarter. The step-up in volatility towards year-end was
2018 Year in Review – Markets and Headlines Read More »
While it’s nearly Christmas this article seeks to share some thoughts on a more perennial approach to better money management.
Better money management beyond Christmas Read More »
Money helps us achieve the things we want in our life. If you don’t know where you are going, any road will get you there.
Wheel of Life …. What’s the money for? Read More »
Even the most well-intentioned financial adviser shouldn’t try to custom-build direct share portfolios. The odds are stacked against them and their clients.
Should you be spending less on managing your investment portfolio? Read More »
Just as accountants prepare a business balance sheet, a household balance sheet keep you informed as the CEO/Managing Director of your own household.
What’s your household balance sheet like? Read More »
Volatility is back. Just as many people were starting to think markets only ever move in one direction, the pendulum has swung back the other way.
Living with Volatility, Again Read More »
Showing our children how to practice good financial habits and attitudes is key to their financial security in the future. This article shares 4 ways to do this.
4 ways to be a great money mentor for your kids Read More »
