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Our Services
Our Family Dynasty Pty Ltd ABN 32 611 044 458, trading as H R Financial is a Corporate Authorised Representative (number 001241092) of Count Wealth Accountants ABN 19 001 974 625, AFS Licence Number 227232. ‘Count’ and Count Wealth Accountants are trading names of Count Financial Limited ABN 19 001 974 625 Australian Financial Services Licence Holder Number 227232 a wholly-owned, non-guaranteed subsidiary of Commonwealth Bank of Australia ABN 48 123 123 124.
How can H R Financial help you?
We listen to you – what are your needs? Do you need help with a financial issue? What are your goals?
Budgeting Assistance
A realistic budget is the first step in compiling a financial plan for your future.
It is one of the best tools you can have, enabling you to set financial and lifestyle targets and measure your performance.
We can work with you to assist you in drawing up a budget, which will get you started on your financial planning journey.
Strategic Advice
- Pre-retirement planning, eg. Transition to Retirement
- Salary packaging
- Wealth protection
- Cash flow and asset/liability projections
- Tax minimisation
Wealth Creation
- Investment advice and reviews
- Margin lending
- Term deposits
- Superannuation
- Self Managed Super Funds
Wealth Protection
- Life Insurance
- Income Protection and Salary Continuance
- Total and Permanent Disablement
- Trauma
- Business Insurance
*Finance for:
- Home
- Business
- Investment
- Asset and Vehicle Purchases
Retirement Planning
- Superannuation
- Estate Planning
- Centrelink entitlements
- Retirement income streams, eg. Annuities, Super Pensions
- Pre-retirement income streams, eg. Transition to Retirement
Our goal is to guide you through the financial confusion, to alleviate any anxieties you may have regarding your financial future, and provide you with a plan that gives you control over your financial future.
Our annual (at a minimum) reviews then ensure your financial plan is up-to-date and accurate for your changing circumstances.
Our Family Dynasty Pty Ltd ABN 32 611 044 458, trading as HR Financial, Corporate Authorised Representative Number 001241092, provides its financial planning services as an Authorised Representative of Count. ‘Count’ and Count Wealth Accountants® are the trading names of Count Financial Limited, ABN 19 001 974 625. AFS Licence Number 227232. Professional Partner of the Financial Planning Association of Australia Limited.
* Lending services are referred to Finconnect (Australia) Pty Ltd ABN 45 122 896 477 Australian Credit License No. 385888 a wholly owned subsidiary of Count Financial.
Please note that any taxation and accounting services are not endorsed nor the responsibility of Count Financial Limited.
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Copyright © 2024 HR Financial Advisory Group. All Rights Reserved.
Our Family Dynasty Pty Ltd ABN 32 611 044 458, trading as HR Financial, Corporate Authorised Representative Number 001241092, provides its financial planning services as an Authorised Representative of Count. ‘Count’ and Count Wealth Accountants® are the trading names of Count Financial Limited, ABN 19 001 974 625. AFS Licence Number 227232. Professional Partner of the Financial Planning Association of Australia Limited.
* Lending services are referred to Finconnect (Australia) Pty Ltd ABN 45 122 896 477 Australian Credit License No. 385888 a wholly owned subsidiary of Count Financial.
Please note that any taxation and accounting services are not endorsed nor the responsibility of Count Financial Limited.
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