Financial Services

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Our team of industry leading experts will work with you to understand your situation, remove any complexity or confusion, and tailor a plan that could make a big difference to your life. As well as helping you find new opportunities to do more with the money you have.

Our financial services include taxation, tax planning, business advice, finance and lending, financial planning, self-managed super, private client services, accounting and audit services; with advice tailored to your specific financial needs. And we implement that advice – and manage the strategy, in an efficient and cooperative way.

As a client of Hamilton Reid Financial Services Pty Ltd, you will enjoy a sophisticated level of service at a truly competitive cost. In addition, you will also benefit from industry-leading technical advice, an efficient account management platform and a well-researched list of investment-grade products available from our Dealer Group relationship with Nextplan Financial Pty Ltd.

Our approach is both straightforward and transparent. First, we conduct a fact-finding interview with you for an in depth understanding of all your financial circumstances, income, assets, investments and liabilities. The next step is to determine your short and long term goals then formulate a strategy that will help you achieve your lifestyle and financial dreams.

To ensure your plan is up to date, we conduct an annual review to determine if there have been any changes that we need to incorporate into the strategy. For example, if you’ve had a baby or taken on more debt, we would need to look at making sure your protection levels are still adequate.

Our financial services team also specialists in the following areas:

  • Investment Advice including cash deposit products
  • Superannuation including access to internally geared products
  • Transition to retirement strategies
  • Consolidation of superannuation
  • Insurances
  • Self-managed superannuation funds
  • Estate Planning
  • Aged Care