Financial Planning

Financial planning involves developing comprehensive, effective strategies to strengthen your financial security and ensure your financial goals can be met. These strategies provide a separate source of income to your business or employment income.

Our authorised representatives, can discuss your financial options with you and provide a three-stage service in financial planning that includes:

  • Initial financial advice
  • Implementation of a financial plan
  • Ongoing investment portfolio management

A variety of investment options are available, including corporate bonds, term deposits, local body and Government stock, Australian and overseas shares, and managed investment funds, to name but a few.

Don't take unnecessary risks with your future! Allow the professionals at Hillier's Advisors to guide you towards achieving your financial goals.

Important Information

Hillier's Advisors Financial Services Pty Ltd is a Corporate Authorised Representative of Politis Investment Strategies Pty Ltd ABN 71 106 823 241, an Australian Financial Services Licence holder, No.253125. www.politis.com.au

Hillier's Advisors Chartered Accountants does not provide any financial advice and is not an Authorised representative of Politis Investment Strategies. 

This information is of a general nature only and have been prepared without taking into account your particular financial needs, circumstances and objectives.  While every effort has been made to ensure the accuracy of the information, it is not guaranteed.  You should obtain professional advice before acting on the information obtained in this publication.  You should also obtain and read a copy of the Product Disclosure Statement before making any decision to acquire a financial product.  (Authorised Representative Name) of (Company Name of Corporate Authorised Representative) trading as (Trading Name), Authorised Representative of Politis Investment Strategies Pty Ltd, ABN 71 106 823 241, AFSL 253125.

 

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