We will help you achieve your life-time financial goals.

Financial Planning

HFB Financial Planning, part of the HFB Group, has merged with Wilson Insurance and Superannuation Specialists.  Together we are a single, highly specialized and professional team.

This strategic partnership has been well-received by our clients who are benefiting from a broader and deeper range of services – all of which are accessible in the one location – no more dealing with multiple businesses for your various financial matters.

Whether you’re trying to buy your first home, sell your business, protect your wealth, or make an investment, HFB Wilsons will help you achieve your financial goals by guiding and coaching at every stage.

Based in Cleveland, our team of experienced financial advisors and planners work to build financial plans that create, grow and protect your wealth.

We keep it personal. With our knowledge, trust and integrity, we will tailor financial planning strategies to help you achieve your life-stage goals.   We are in it for the long term, with you, to help you on your path to financial security.

 

 

Financial Advice and Solutions

  • entity structures (e.g., Trusts/ SMSF’s)
  • estate planning
  • financial projections
  • personal insurances
  • investment strategies
  •  margin lending
  • retirement planning
  • Self-Managed Super Funds (SMSF)
  • superannuation
  • finance/leasing structures

We regularly provide information seminars and networking sessions for local businesses and business people.

All of our seminars are hosted in our office boardroom, and refreshments are provided.

UPCOMING SEMINARS

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