Wealth Management Services
Hordern Wealth Management cares about your future. We seek to reduce risk and uncertainty and build confidence, control and reassurance through our considered investment approach. Backed by our first-class professional planning team and a wealth of resources, we help guide you through your personal and financial journey.
Investment Advice
After gaining a comprehensive understanding of your financial position, goals, and risk tolerance, we offer expert investment advice tailored to your unique situation. We are committed to empowering you with the knowledge needed to make informed decisions, ensuring your financial future is secure and aligned with your long-term goals.
Wealth Accumulation
We specialise in helping you grow and manage your wealth over time. Whether it’s building savings for major life goals like purchasing a home or planning unforgettable travel experiences, or creating a lasting family legacy, we offer tailored strategies and expert guidance to turn your aspirations into a meaningful and achievable reality.
Superannuation
Maximising superannuation contributions, entitlements and allowances, is considered for all of our clients, as boosting your superannuation balance where possible can be an integral part of ensuring a comfortable and enjoyable retirement. We also manage investments and provide strategy advice 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 such as “Will I have enough money to last my retirement?” and “Will I be able to live the life I want to live?”. We assist our retirees by developing a strategic long-term plan with the vision of continuing to grow wealth while also ensuring that individual lifestyle goals are met during retirement.
Personal Insurances
We 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 and Permanent Disability insurance, Trauma insurance and Income Protection insurance to protect against loss of income, always seeking to tax effectively package these covers.
Estate Planning
Having worked a lifetime to achieve financial security, we will assist your asset transition to be a seamless and stress free process when the time comes. We can advise on spousal and beneficiary provisions, capital protection and business continuity in challenging circumstances. We can also connect you with excellent and independent legal, taxation and accounting professionals to assist in safeguarding your family wealth as requested and will respectfully work with your existing contacts.
