OUR SERVICES

Investment and Wealth Accumulation Advice

After a thorough analysis of your financial position and establishing your tolerance to investment risk, HWM can develop a tailored financial plan in keeping with your investment aspirations and risk appetite. Whether it is to fund a house purchase, travel plans or build a family legacy, HWM can assist you in achieving your financial and lifestyle objectives.

Superannuation

Maximising superannuation entitlements and allowances is a service offered to all HWM clients, as boosting your superannuation where possible will assist in ensuring a comfortable and enjoyable retirement. HWM also looks after investments and strategies for self-managed super funds.

Retirement Planning

Retirement may be an ending, but it is also a beginning. It is a time of anticipation and reward – the chance to pursue dreams and passions that have been on hold as family life and careers were prioritised. It is also a time for questions – ‘Will I have enough money to last my retirement?’ ‘Will I be able to live the life I want to live?’ HWM assists retirees by developing a strategic long term plan with the vision of growing wealth, but also ensuring the management of expenses and maintenance of lifestyle during retirement.

Personal Insurances

The HWM team can ensure you are protected from whatever life throws at you, advising on the suitability of insurance policies based your needs and phase of life. Our product analysis and recommendations include Life Insurance, Total & Permanent Disability Cover, Trauma Cover and Income Protection Insurance to protect against loss of income.

Estate Planning

Having worked a lifetime to achieve financial security, HWM will assist your asset transition to be a seamless and a tension free process. The team can advise on spousal and beneficiary provision, capital protection and business continuity in challenging circumstances. HWM can also connect you with legal, taxation and accounting professionals to assist in safeguarding your family wealth.

TESTIMONIALS

It is a pleasure to provide a testimonial for Angus Hordern, who has been acting as my financial advisor for the last 18 years and also for my mother for the last 10 years. During that time I have come to know Angus well through our many personal meetings and investment seminars that he has organised for his clients. Angus has always put the interests of myself and my mother first and has always acted honestly and professionally. He has been open in disclosing his fees which have always been very reasonable.  Angus has taken a very personal approach and tailored his advice to match our particular situations and needs. He has never recommended an investment product that he has not thoroughly researched and there has never been a situation where his recommendations have carried inappropriate risk. Most importantly of course, the investments Angus has recommended have shown excellent returns, after fees, and both my mother and I have been very satisfied with the successful investment strategies that Angus has recommended. I have no hesitation in recommending Angus Hordern to any potential investor seeking professional, sound and honest advice.

Bill Doctor, 67, North Sydney

I have known Angus Hordern since 2004 as a client and have found him to be totally professional and ethical in his dealings with me, and more recently with my wife.

Angus uses his best endeavours to ensure our portfolios are suitably diversified, hedged, where and when appropriate, and reside with managers that he considers provide best fund value in relation to their fees . The investment climate since the GFC has continued to be volatile and remains subject to sudden shocks. Angus has done his utmost to buffer my superannuation portfolio against fluctuations in any one sector.

I would also praise Angus for his constant investment updates and preparedness to expose his clients to fund managers and reputable economic forecasters. This provides transparency and empowers his clients to ask more searching questions regarding investment recommendations.

I would recommend Angus to anyone seeking a solid, trustworthy, knowledge and caring financial adviser.

AllanSenior Multinational Company Executive, 67, Hornsby

We have known Angus Hordern for over twelve years and have come to rely on his knowledge, expertise and advice regarding our financial planning during our working years and into our retirement phase, each of which requires a different strategy. We have been impressed by his deep knowledge of the financial scene and his ability to explain complex situations in ways we understand. He has managed our investments to our mutually agreed level of risk with results which we believe are better than if we had relied on the advice of others or ourselves. There have been times when the financial environment was difficult when some investments did not perform as well as expected. Angus was always honest and straightforward with his analysis and advice and helped us recover as well as possible. We feel confident having Angus as our advisor and have avoided the worry and uncertainty of managing affairs alone. We would recommend him to any prospective client seeking honest, professional financial management.

Tim & Margaret Retirees, 70, Balgowlah

I have known Angus Hordern since 1994. During this time he has provided superannuation advice and services to a number of ASX listed and multinational businesses where I have managed the Finance and HR functions.

Angus has also been my personal financial adviser for 22 years, providing a comprehensive package for me and my family. I have always found Angus to be at the forefront on market trends and heavily involved in selecting the right partners for my portfolio. Angus is very knowledgeable, diligent and most importantly, trustworthy.

I have no hesitation recommending Angus.

JohnSenior Public Company Executive, 48, Randwick

Angus Hordern has been a trusted advisor to us for more than twenty years.

We are extremely happy with Angus ‘s careful management of our financial matters and superannuation. In good times and bad Angus has explained matters thoroughly and given us realistic expectations.

We are also proud to call Angus our friend.

Ben & SuzanneRetirees, 88 & 83, Dural

After my husband died, I bought an apartment in Lindfield. As a self-funded retiree, I was dependent upon investments for income and in a volatile market, I need help in maximising my portfolio.

On the recommendation of a local business owner, I contacted Angus Hordern. This introduction has proved to be an invaluable asset as Angus has reviewed my investments and secured an income stream which meets my needs and gives me financial confidence.

I have great faith in Angus’ judgement and honesty and have no hesitation in recommending the services of Hordern Wealth Management.

 

MargaretRetiree, 80, Lindfield

We were referred to Angus Hordern by our accountant in 1995. Due to the extremely high housing interest rate at this time, we were in great financial difficulty. If it weren’t for Angus’ financial advice, we would have lost our house. He took us on, gave us endless time, support and directed us out of financial difficulty. We have remained with Angus ever since.

He has become a trusted lifelong friend.

Sonia & JohnRetired couple aged 70 & 76, Carlingford

My wife and I have been clients of Angus Hordern for over 10 years. We have engaged Angus to assist us in financial planning, investments and investment planning. Throughout this time we have been exceptionally impressed with Angus. His knowledge of his profession, his ability to plan to our requirements, and his ongoing advice make Angus a very valuable asset for our financial planning.

Angus has been the first advisor we have found who manages risk in our investments, instead of passing all risk to the investor as I have found with other financial advisors. He manages risk in the investments, via the investment plan, and regular updates on our circumstances that relate to our investments.

I have no hesitation to recommend Angus and his team to any family member, friend or work colleague.

Michael & Lyn Michael (Senior Principal, Multinational Firm) & Lyn (Self employed, Canberra)

I have been associated with Angus Hordern personally for over 20 years now. In that time Angus and his team have looked after all of my portfolios, insurances and financial interests – some being quite complicated and challenging.

Honesty, professionalism and integrity are just three words of many that come to mind. So rare is it to find the calibre of expertise and honesty that’s associated with Angus’ brand. Angus’ advisory service has helped me make the right choices for over 20 years now and I have never regretted following and believing his counsel which has always proved successful.

I highly recommended Angus Hordern to anyone who is serious about protecting, growing and building their investment portfolios.

Gold stars all round.

Laurence Senior Manager, Multinational Firm, aged 52, St Ives

I have known Angus Hordern for over 10 years and I always feel I am getting the best advice from him and his team. His up-to-date knowledge of the financial and superannuation markets together with his thorough research on the latest investment products available and government policy changes makes me feel confident always that I am making the right investment choices.

There is no ‘one-size-fits-all’ approach with Angus. He will suggest the most appropriate investment solution according to your specific financial situation and objectives.

DianaRetiree, 56, Leichardt

Angus Hordern has been our financial advisor for the last ten years. During that time, my wife and I have been fully confident regarding Angus’ honesty, attention to detail, and professionalism. He and his staff have always been approachable and happy to respond to any of our queries. We are confident that he has given us sound financial advice and has respected our concerns and guidelines regarding investment.

BryanOptomertrist, Lindfield
© Copyright - Hordern Wealth