Hood Sweeney Securities provides holistic financial advice to a range of professionals and self-funded retirees.
We pride ourselves on:
Putting the interests of our clients first
We are a client-centric business and we take a financial and personal interest in our clients. We work closely with them to understand their objectives and identify key needs and future plans.
Being professional and knowledgeable
Hood Sweeney Securities has a dedicated and highly experienced skilled team. We work hard to ensure that our plans are comprehensive, looking at all opportunities to reduce tax, increase wealth and manage risk. By holding an Australian Financial Services Licence (No 220897) we are able to provide advice on a wide range of investments and ensure our clients’ interests are always at the forefront of our considerations.
Being someone you can trust
Trust is critical when it comes to money. That is why our approach involves maintaining regular contact with clients and keeping all our services in house, so we can keep abreast of all elements of the financial plan. Hood Sweeney Securities also operates on a fee for service basis and we do not accept commission from Investment Fund Managers.
Our services include:
A World of change - what are the opportunities for businesses and investors?
In May 2012, Hood Sweeney assembled some of Australia’s leading investment experts for a discussion on the impact of the global economy on Australian businesses and investor. The session was aptly entitled “A world of change - what are the opportunities for businesses and investors?”
Click here to read the key “top fives” that came out of what was a highly informative and thought-provoking session.
Hood Sweeney Securities is a Professional Practice of the Financial Planning Association.