Hear from our Directors - Video

Helping you make smart decisions...

Hunter Financial Planning is a diverse financial planning company. It has a clear philosophy and vision of providing clients with professional financial planning advice, and combines technical expertise with excellent service. Our business purpose is to lead our clients through a continuous process of decision-making that assists financial growth, fulfilment and the achievement of the lifestyle they wish to secure.

Our role as a financial adviser is to help you make the right decisions about money - to take you from where you are today to where you want to be in the future. Hunter Financial Planning has a reputation for building enduring long-term relationships with our clients and assisting them in achieving financial independence.

Hunter Financial Planning is a Corporate Authorised Representative of Total Financial Solutions Australia Ltd. (AFSL 224954)

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Purpose Statement

 We help people with the challenges in their evolving lives. We listen, we understand and we care. We do this in a positive, fun and enthusiastic way.

Mission

We are dedicated to helping clients make smart investment and financial planning decisions. We aim to create value for our clients by delivering superior customer service and developing relationships built on confidence in our ability, knowledge, expertise and intention to act in their best interest at all times. We pledge to provide the finest technical service to clients who will also enjoy a warm, relaxed yet professional ambience when dealing with us.

Values

Growth is an Endless Journey

HFP strive to be more tomorrow than what we are today. We will always endeavour to be the change we want to see. We encourage each other to be their own unique version; if it doesn’t challenge you, it won’t change you!

Building an Encouraging Team Culture

HFP maintains a positive, fun, caring and easy-going workplace. We encourage people to look for the best in others and become the best they can be. At HFP we treat people how we would like to be treated. We take the initiative to approach and be approachable. We are non-judgemental to each other, as well as our clients.

The Yin and the Yang

We understand that having fun doesn’t mean being unprofessional. Our mood and our attitude are paramount to the quality of our work and our culture. We want to spend more time caring and less time stressing. Maintaining balance in everything we do means we will always be positive, even on our worst days. After all, we have plenty to be thankful for!

To Infinity and Beyond

We strive to set and exceed our own high standards; to achieve more with less. We do this by staying true to
our word with an ongoing, consistent approach. We are
inspired because we believe in what we do and where we’re
going…we aim to be your superhero!

The Open and Honest Journey

HFP is an open book; to our staff, to our clients, and to all the people we influence. We speak to each other in a positive and encouraging manner. The purpose of all communication is to seek first to understand, then to be understood. We listen, take in, and respect others’ opinions, even if we don’t always agree. We aim to create empathy, preserve ego, and be humble on our journey.

Empowering our Team!

We empower not only our clients, but our staff, to achieve their goals and dreams and to reach their highest potential. We encourage our team always; we pat backs, we give high 5’s. Everyone is a part of the huddle at HFP. We laugh with each other (and at each other!). We pick up slack and extend a hand of support. We are a team.

Motivated and Passionate

We are passionate about our clients and what we do for them. We want to be the difference in their world. We believe in ourselves; and seeing our clients prosper and meet their goals drives the fulfilment we share with them.

Pillars of Safety

Here at HFP, staff are acknowledged, listened to, and rewarded. We have a clear understanding about what we do, the impact we have on our business, and the expectations we have of each other. We are all given the opportunity to grow from our mistakes.

 Contact our office today to discuss how we can help you set your financial goals

General Advice Notice

The advice on this site may not be suitable to you because it contains general advice that has not been tailored to your personal circumstances. Please seek personal financial advice prior to acting on this information.

For more information you can read our financial services guides, or contact us.