Financial Planning
Our Financial Planners work for you, not banks and lenders. With over 25 years experience, work with our business advisors to ensure maximum business growth and profitability.
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.
Hood Sweeney Securities Pty Ltd. AFSL No 220897. ABN 40 081 455 165
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? |
| Are you or your family protected financially in the event of illness or injury? |
| Do you understand your investment strategy and how it ties into your goals? |
| Do you know how long your retirement funds may last? |
| Have you planned your estate? |
If you answered ‘no’ to any of these questions above, 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
Lead Advisers
