Hillross

Hillross Cooma
225 Sharp Street Cooma NSW 2630
We are a small business that provides an ongoing personalised service approach for clients. We enjoy a trusted relationship and providing a proactive service. We work with clients that want to improve their financial position, need help and are willing to take advice. We are a sounding board for clients before they make decisions. We provide strategic direction and financial discipline. We aim to keep things simple in this complex world allowing clients to focus on what they are good at and spend more time enjoying what they want to do.
What's your idea of Financial Freedom?

Qualifications
& Memberships

  • Certified Financial Planner
  • Diploma of Financial Planning
  • Chartered Accountant
  • Bachelor of Commerce (major in Accounting)
  • Cancer Council Pro-Bono advice

Areas of
Expertise

Insurance
Investments
Self Managed Super Fund
Superannuation
Wealth creation

We believe in a trusted relationship with clients to keep them on track with strategic direction and financial discipline.

We work with clients to develop practical strategies in an easy to understand format that helps them achieve their financial freedom.

Our fundamental objectives are to build, manage and protect wealth and provide tailored advice based on individual needs.

We see our value through a partnership with clients in offering expertise, education, a sounding board, avoiding pitfalls in decision making, making sound investment decisions and being there in good and bad times.


Meet our team

Read More Simon White1
Simon White
Principal

I specialise in individual, family and small business financial planning needs. I…

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Tracy White
Tracy White
Client Service
Plays a significant role in implementing the client’s plans, reviews, and insurance…
Plays a significant role in implementing the client’s plans, reviews, and insurance applications providing the client and the adviser assistance through out the process. My idea of financial freedom is having time: to enjoy the little things; to sit back and relax; to spend quality time with friends and family; and to travel near and far.
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Sabine Scarlett
Sabine Scarlett
Administration Officer
I am actively involved in preparing and implementing the client’s reviews,…
I am actively involved in preparing and implementing the client’s reviews, providing the client and the adviser assistance throughout the process. My idea of financial freedom is to be debt free and able to enjoy time with family and friends.