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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 Synchronised Business Services Pty Ltd ABN 33 007 207 650, AFS Licence Number 243313.  

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?

We then gather information from you, and from the relevant financial institutions, to gain a clear picture of your current financial position, including your:

  • Assets and liabilities
  • Income and expenses
  • Risks
  • Current and future financial obligations
  • Plans for retirement

We listen to you in order to:

  • Gain an understanding of your needs and goals
  • Properly assess your attitude to risk

We then plan and model a financial solution for you and your family.

We review this plan on – at least – an annual basis, taking into account changing market, financial and personal circumstances.

We call this the H R Financial Planning Process.

H R Financial Planning Services

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

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 Synchronised Business Services Pty Ltd ABN 33 007 207 650, AFS Licence Number 243313. 

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