- Advanced Diploma in Financial Services
- Fellow of the Association of Financial Advisers
- Associate of the Financial Planning Association of Australia
- Hillross Advisers Association Board member since 2010
With over 25 years of experience in building long term relationships and providing specific risk management, wealth creation and retirement planning solutions for our clients, you can be confident in our ability to deliver advice offerings that will empower you to make smart financial decisions today.
You will experience our team’s combined knowledge and expertise, friendly helpful staff, a very appeasing office environment and robust administration systems.
We distinguish ourselves by helping clients make smart financial decisions.
By this we mean:
- Avoiding known pitfalls in human behaviour and decision making
- Focus on those things that can be influenced or controlled rather than those that can’t
- Where risk or uncertainty is involved, provide strategies with the best chance of achieving the desired outcome.
- You can find guidance through the personal financial maze and a framework to help you make confident choices about your financial future.
We offer objective, experienced and clearly defined strategic advice on:
- Wealth Accumulation
- Superannuation Consulting
- Building for Retirement
- Living in Retirement
- Wealth Protection through insurance
- Business Succession Planning
- Aged Care solutions
We recognise that due to changing personal situations as well as changing government legislation, it is vital to regularly review your financial goals, needs and objectives.
Our review service offering can assist in the all important ongoing management of your financial plan.
Meet our team
Andrew is the principal of Hillross Kent Town and has been providing advice in…
Donna has been in Financial Services since 1987 when she commenced working within…