Our financial planning and retirement services include:
Whether you’re a business owner or an individual, financial planning is crucial to feeling safe and secure about your current situation, and your future. Our experienced financial planners are here to work with you to devise a financial plan for you and your business that achieves your financial goals and provides peace of mind long into retirement.
Retirement is something many of us look forward to. It’s important you have a secure retirement plan so you can live your days financially stress-free! Our team are expertly trained to deliver the best advice for your retirement plan. We’ll work with you to develop an initial plan, help put it into action and ensure you’re comfortable and happy with the final outcome.
Investments can be one of the most valuable things in your life, but also one of the riskiest! Planning and researching are the two most important steps to complete before you choose to invest in something. Our team provide quality advice regarding investments and will help determine which is the right path for you. When you choose to invest, always speak with one of our experts first to ensure you make the most of your investments!
Self-managed superannuation funds (SMSFs) are becoming more and more common. While they’re popular, they also come with a range of legal and financial obligations that can be complicated to the uninitiated. Our team of experienced accountants provide expert advice for establishing and managing your SMSF.
As the old saying goes, the only two things you can be certain of in life are death and taxes. Hillier’s Advisors can assist with both! Estate planning is essential to ensure you have peace of mind that what you’ve achieved financially in your lifetime will be distributed as you wish and in the most tax-effective way. Our estate specialists are compassionate and sensitive to the varying complexities of planning wills and will work with you to determine the best options for your estate.
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.
The Financial Planners of Hillier’s Advisors Financial Services Pty Ltd provide financial advice as an Authorised Representative of Politis Investment Strategies Pty Ltd.
Politis Investment Strategies Head Office Location
1st Floor, NCYC Commercial Centre
91 Hannell Street, Wickham NSW 2293
This information is of a general nature only and has 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 contained 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. Lauren Hillier and Cassandra Michie of Hillier’s Advisors Financial Services Pty Ltd, Authorised Representative of Politis Investment Strategies Pty Ltd, ABN 71 106 823 241, AFSL 253125.
Since 1989 Hillier’s Advisors have been delivering financial services to individuals, businesses and business owners across Newcastle and the wider Hunter Region. A major focus for the Hillier’s Advisors team and the work we do is providing the right financial advice when our clients need it, not just when they ask for it.
