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Hillman Morgan Financial Solutions Pty Ltd (Hillman Morgan) is a professional financial planning practice located in Toowoomba, Gold Coast, Brisbane and Warwick that is focused on offering our clients innovative lifestyle focused financial advice.

 

Our approach to financial planning adopts a holistic view, taking into account your current situation, needs, goals and future objectives in order to help you make the most of your financial situation both now and long into the future.  Most importantly, our advice is underpinned by an understanding and mutually fulfilling ongoing relationship with our clients.

 

Whether you need assistance with wealth creation, superannuation, pre/post retirement investment strategies, personal risk insurance or any other financial advice a Hillman Morgan Financial Planner can help.

 

Our Financial Planners are proud to be able to provide a comprehensive range of financial planning solutions to assist you with your lifestyle and financial goals in areas such as:

 

· Diversified investment planning

· Investment placement (using managed funds, unit trusts, shares etc)

· Savings and wealth creating strategies (including gearing)

· Superannuation and pre-retirement planning

· Transition to retirement (TTR) strategies

· Self managed superannuation fund (SMSF) strategies

· Retirement planning (including allocated pensions, TAP’s etc)

· Personal insurance analysis and implementation—products including Life (Term), Total and Permanent Disability (TPD), Trauma (Critical illness) and Income Protection/Salary Continuance.

· Centrelink/Department of Veterans’ Affairs planning

· Corporate superannuation

· Salary packaging

· Estate planning

· Business Risk (ie. key-man, buy/sell, business expense)

· Debt Structuring

 

To contact us: