About Us

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 Matrix Planning Solutions Limited (AFSL No.238256).

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

Quality

To create value for our clients by delivering an uncompromised high standard of service in a dependable, accurate and timely manner with a willingness to go the ‘extra mile’. Demonstrating the required technical skills and knowledge in conjunction with the entrepreneurial spirit, showing respect and consideration for all clients, delivering services in a friendly and polite manner and making the effort to understand clients' needs while keeping them up-to-date at all times.

Leadership

To provide direction for both clients and staff alike by developing clear and coherent objectives while displaying encouragement in the accomplishment of these objectives. Achieved through displaying technical excellence, using good problem solving, decision making and planning tools, communicating effectively and the development of ‘team spirit’.

Trust

Trust is a precious commodity and we aim to develop relationships within the workplace, with suppliers and clients that is built on confidence in our ability, knowledge, expertise and intention to act in their best interest. This will be achieved through building a rapport by showing genuine interest in their goals and objectives, making and keeping agreements including meetings, deadlines and returning phone calls and displaying a willingness and the ability to be open and share relevant information.

Passion

To build a business that inspires and invigorates employees and clients and as a result attracts and retains superior employees who have fun doing what they do and wows clients through demonstrating commitment, focus and determination in achieving both our vision and those of our clients and exhibiting energy and enthusiasm in developing innovative solutions to problems.

Integrity

Hunter Financial Planning will display commitment and dedication to the values of honesty and integrity with the aim of building long term collaborative relationships by fulfilling all promises made either through explicit statements or implied behaviour, maintaining principle-centred values and being ethical in all situations.