HPH Solutions has merged with highly-respected Geraldton financial planning firm Financial Solutions Geraldton (FSG). This merger means FSG is now HPH Solutions – Geraldton.
Previous mergers in 2023 with 1Life Financial Planning and Whitehorn Polglase Financial Planning saw HPH Solutions grow to be the second-largest independent provider of professional, holistic financial services in WA. This latest merger with FSG expands the HPH service area from Mandurah in the south to Geraldton in the north. The Mandurah and Geraldton locations perfectly complement HPH’s centrally-located main office in Como.
For Geraldton locals, the merger ensures the continuity of high-level professional financial services in the area.
Financial Services Geraldton (FSG) was founded in 2015 when two well-established Geraldton financial services professionals – Lisa Farnell and Norm Jupp – joined forces. Both Norm and Lisa are values-driven individuals with a passion for helping people. The core principle of FSG was to “Make a difference in people’s lives”.
The merger with HPH Solutions represents a similar joining of forces between two parties with strong values around helping people. Lisa Farnell and Norm Jupp said:
“For a while, FSG had been looking for a firm to partner with that had the benefit of scale but retained a client-focused personal touch. HPH Solutions ticked both those boxes. In addition to being a well-respected firm that’s been recognised by its peers (winner of the FPA Financial Planning Practice of the Year in 2020), they shared our values-based approach to providing financial advice.
We saw this as a wonderful opportunity for our clients and staff to be working with the HPH Solutions Team. And over the past few months, this has been proven to be true.”
Rob Pyne, Managing Director of HPH says:
“We were very excited to have the FSG team join the HPH Solutions family. From the very first conversation we had about coming together, it was obvious that we both care for our clients with very much the same personal touch. In a world that has become conditioned to 24-hour news headlines and a never-ending stream of commentary on social media, it is clear that we both continue to hold the view that true wealth is found in the personal and trusted relationships that we build.”