Financial Planning
Hood Sweeney Securities Pty Ltd
AFSL No 220897
ABN 40 081 455 165
Life doesn't come with an instruction manual, yet every crucial decision you take along this roller coaster ride has the power to change your course.
It's not just the major path you choose in your profession, principles, passions and pastimes - it's people, too. With the right relationships, you don't have to walk that journey alone, nor make your most courageous decisions without the strength, foresight and knowledge of a trusted Financial Planner beside you.
Financial planning for your journey.
Here are the seven questions you need to ask yourself right now:
Do you know your current financial position?
Do you understand where your income is going?
Are you getting the most out of your income?
Is your family protected financially in the event of illness or injury?
Do you have peace of mind with your investment strategy and investment performance?
Do you know how long your retirement funds may last?
Have you planned your estate?
If you answered ‘no’ to any of these questions, we need to discuss a plan to maximise your wealth and secure your future.
The security of financial planning with Hood Sweeney Securities.
We currently serve more than 600 clients and manage more than half a billion dollars of client funds through superannuation and investment portfolios.
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 Advice Association of Australia (FAAA).
Our fees are completely transparent and benchmarked against service standards.
We operate on a ‘client-first’ principle, always working in your best interests.
Our areas of expertise include but are not limited to: High Net Worth (HNW) individuals, business owners, health, agriculture, food and wine.
Hood Sweeney Securities Financial Services Guide
