Financial Planning & Investment Planning

To many people the term ‘financial planning’ is a just another buzz word. To us it represents the future, more importantly, your future. Our firm has offered financial planning as an integral part of accounting and taxation services since the early 1990’s.

Our philosophy in this area is simple – because we are in the best position to understand your overall financial situation, we are also in the best position to offer clear advice about superannuation, investments and operating structures. We were founding shareholders in Premium Wealth Management Ltd, an Australian Financial Service Licence (AFSL) holder.

We presently maintain around 300 self managed superannuation funds (many in pension phase) and manage over $200 million of funds on behalf of clients. We have been responsible for the installation of a number of corporate superannuation programs including large (300+ employee) plans on behalf of clients. We also work extensively with direct shares and take active sub-underwriting positions in floats and public share offers through a well developed network of brokers. All this makes us one of the larger planning practices in Sydney with the experience and expertise to guide you through to a worry free retirement.

Within our practice financial planning is undertaken on a fee for service basis.

To discuss your needs please ask your GHR Accounting Group partner or contact us.

 

Financial planning services offered:

  • Fee-based financial planning
  • Portfolio design and management
  • Direct equities
  • Managed funds
  • Structured financial products
  • Personal risk insurances
  • Loans, leases and finance for individuals and business purposes

 

To discuss your needs please ask your GHR Financial Planning partner or contact us info@ghr.com.au

 

Compliance Information

Financial planning is provided by GHR Financial Planning Pty Ltd, authorised by Premium Wealth Management Ltd AFSL 237498.

  • Brian Hrnjak BBus CPA (FPS) – ASIC Authorised Representative 255841
  • Ian Rae BBus CPA CTA – ASIC Authorised Representative 255842
  • Brad Cuss BBus CPA – ASIC Authorised Representative 340091
  • Sarah Phillips Adv. Dip. FS(FP), Dip.Sup – ASIC Authorised Representative 340015
  • Sedat Papagan Adv. Dip.FS – Authorised Representative 420231