Hillross

Financial Design Pty Ltd – blueprint your future
Est 1998
Suite 2, 45 Cinderella Drive, Springwood QLD 4127
We specialise in bespoke Retirement Strategies, Debt Management, Salary Packaging and Inter-generational wealth transfer.
What's your idea of Financial Freedom?

Qualifications
& Memberships

  • Certified Financial Plannerâ„¢
  • Diploma of Financial Planning from Deakin University
  • Member of the Financial Planning Association of Australia.
  • Member of SPAA
  • Bachelor of Commerce from Bangalore University, India
  • Diploma in Financial Planning from Deakin University
  • Diploma of Financial Services (Financial Planning)

Areas of
Expertise

Aged care
Retirement
Salary Packaging
Self Managed Super Fund
Transition to retirement

Winner – 2014 Hillross Professional Excellence – Helen Postle
We can provide you with advice and arrange product solutions that meet your needs for:

  • Investments and strategic asset allocation
  • Budget and cashflow management
  • Debt Management (including borrowing for personal and investment purposes)
  • Salary Packaging – Including Novated Leases
  • Superannuation strategies and Retirement planning
  • Personal insurance and risk management
  • Estate Planning
  • Centrelink Benefits

We specialise in Superannuation Strategies, Gearing and Debt Management, Salary Packaging and Estate Planning.

We also provide ongoing advisory services, including regular portfolio reviews.

We can provide some advice on general insurance, however, for comprehensive advise and product recommendations relating to your general insurance needs, we can refer you to a specialist adviser.

We are not authorised to provide advice on direct shares at present. If your require advise in this area, we would be happy to refer you to a specialist.


Meet our team

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Nicole Henry
Client Services Manager

In her role, Nicole deftly handles the efficient implementation of all bespoke…

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Suma Chandra

Suma has been an adviser since 2008 and has worked in the financial services…

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Helen Postle
Practice Principal

Helen has been a financial adviser since 1998. She has a Diploma of Financial…

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Danielle Carruthers
Junior Paraplanner
Danielle comes from an Insurance and Management background with over 15 years of…
Danielle comes from an Insurance and Management background with over 15 years of experience.
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Chinar Patel
Client Services Associate
Chinar comes to us with a Bach in Commerce and a Masters in Business Administration.…
Chinar comes to us with a Bach in Commerce and a Masters in Business Administration. She also has several years experieince in Novated leasing. She is an asset to the financial planning team and is a quick study.
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Rubi Alvarez
Admin Assistant
Rubi has an amazinging attention to detail and has spent over 10 years in customer…
Rubi has an amazinging attention to detail and has spent over 10 years in customer service to high net wealth clientele.