Hood Sweeney Securities is the Financial Planning and Investment arm of Hood Sweeney. We specialise in optimising the total financial position of professionals, business owners and individuals who wish to protect their personal wealth.
We do this by:
- creating a financial strategy for your life’s journey
- advising you on how to accumulate wealth
- managing your investment portfolio
- planning for your retirement
- protecting you and your family.
The road to a prosperous future starts by establishing clear goals and optimising your financial position to build assets that will generate income and lead to financial independence.
If you're self-driven, motivated and financially astute, it can also be very rewarding - in every sense - to take control of your own destiny (and your largest financial asset) by managing your own self-managed superannuation fund with our guidance.
The security of financial planning with Hood Sweeney Securities
- We already manage over half a billion dollars of investments for clients
- We hold our own Australian Financial Services Licence (number 220897)
- We are committed to the highest ethical standards as a Professional Practice of the Financial Planning Association of Australia
- Our fees are completely transparent and benchmarked against service standards
- We operate on a ‘client-first’ principle, always working in your best interests
‘Our often contrarian approach to investing ensures that we see beyond market trends
and understand the business you invest in.’
Tony Michaels, Senior Director Hood Sweeney
Risk and Protection
Your ability to protect your family financially and secure your income whilst creating wealth is also of paramount importance to us.
Hood Sweeney Securities has a range of options to secure all your assets, your future, and that of your business.
Our Life Risk Specialist team is dedicated to the best protection for you, your income and family. We oversee the handling of claims and documentation to assist your journey in the event that you face unforeseen circumstances. Our ability to research, implement and proactively review your position ensures ultimate peace of mind for our valued clients.
Investing with Hood Sweeney Securities
Our contrarian, deep value approach with an absolute return focus for our clients underpins our investment philosophy.
Our in depth research and specialist in house portfolio service enable us to remain proactive, provide real time reporting and accountable at all times.
Together with our dedicated team of experienced Financial Planners and Analysts, headed by Senior Director Tony Michaels, our client portfolios undergo a rigorous review of the investments held every week.
‘Protecting your portfolio is our priority.’
Adrian Zoppa, Director Financial Planning, Hood Sweeney
As a result of our experienced team and hands on approach to investment, our clients receive incisive information filtered from many external source including our direct analysis of investment opportunities.
Key Person Insurance
|Learn the key take aways from our March Investment update. READ MORE||Value Investing
A compelling argument for the value approach to investing and the importance of holding cash. READ MORE
Hood Sweeney Securities is a Professional Practice of the Financial Planning Association.
Hood Sweeney Securities Pty Ltd
AFSL No 220897
ABN No 40 081 455 165