Newcastle, Australia.
We put your future, back in your hands.
Let our advisors help you reach your goals
Wealth Creation
Retirement Planning
Investment Strategy
Wealth Creation Retirement Planning Investment Strategy
Our Mission
We are a diverse financial planning company with a clear philosophy and vision of providing our clients with professional financial planning advice, combining technical expertise with excellent service.
Do you need assistance managing your finances?
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 Philosophy
Phillip Smith
Managing Director and Financial Advisor
“I have the pleasure of working with a wonderful team of people who serve a diverse and valued group of clients. I am a Commerce Graduate from the University of Newcastle and I was also employed by PricewaterhouseCoopers (PwC) in Business Services. I transitioned into Financial Planning and started Hunter Financial in 2004 with the view of providing holistic strategic advice to individuals and families.”
Authorised Representative number 000252870 of Count Financial Limited
Working with Hunter Financial
We are a diverse financial planning company with a clear philosophy and vision of providing our clients with professional financial planning advice, combining 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 advisor 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. We have a reputation for building enduring, long-term relationships with our clients and assisting them in achieving financial independence.
The basis of successful wealth management is a consultative approach, using a defined process whereby each client is asked detailed questions that will allow us to formulate a comprehensive set of solutions. This is where we are different as we adopt a detailed consultative approach compared to traditional transaction based advice.
"An award winning firm for good reason! I was made to feel valued and supported in relation to my financial needs." — Katherine
"An award winning firm for good reason! I was made to feel valued and supported in relation to my financial needs." — Katherine
"Very appreciative of the professionalism and dedication from Phil and his team at Hunter Financial. Outstanding service can’t do enough for you." — Glen
"Very appreciative of the professionalism and dedication from Phil and his team at Hunter Financial. Outstanding service can’t do enough for you." — Glen
"Phil and the team at Hunter Financial are amazing! So much support and helpful advice with all things finance. Could not recommend enough!" — Brady
"Phil and the team at Hunter Financial are amazing! So much support and helpful advice with all things finance. Could not recommend enough!" — Brady
"After a review meeting with Phil and Kelly today, l feel confident that l am on the right track and am being kept up to date with my finances." — Deb
"After a review meeting with Phil and Kelly today, l feel confident that l am on the right track and am being kept up to date with my finances." — Deb
"Phil and the team have been awesome to work with. Their communication and assistance is fantastic and we are so glad we came to Hunter Financial." — Heath
"Phil and the team have been awesome to work with. Their communication and assistance is fantastic and we are so glad we came to Hunter Financial." — Heath
"Phil and his staff are not only wonderful at what they do, but are welcoming and friendly." — Paul
"Phil and his staff are not only wonderful at what they do, but are welcoming and friendly." — Paul
The HF Team
The HF Team
Supporting our community
Wanting the best for the people in our community doesn’t stop at financial planning.
Our Community
