Explore Our Services
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 transactional based advice!
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What We Offer
We offer a range of services to meet the needs of every client. Have something else in mind? We'd be happy to work with you to create a custom quote.
A true consultative approach requires a number of scheduled meetings with each client.
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Wealth creation focuses on building long-term financial security through smart strategies that grow your assets over time. Hunter Financial helps clients develop tailored plans that balance risk and opportunity, ensuring your money works effectively toward your future goals.
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Budgeting is the foundation of good financial management, giving you clear control over your income, expenses, and savings. Hunter Financial creates simple and practical budgeting frameworks that help clients stay on track, reduce financial stress, and achieve short and long-term financial objectives.
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Debt reduction aims to lower interest costs, improve cash flow, and reduce financial pressure by strategically paying down personal or business debt. Hunter Financial supports clients with structured plans that prioritise debts efficiently, helping you regain financial freedom sooner.
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Borrowing to invest involves using borrowed funds to build wealth through assets such as shares or property. Hunter Financial provides guidance on when this strategy is appropriate, ensuring clients understand the benefits, risks, and long-term impact on their financial position.
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Personal and business insurance protects your income, family, and assets from unexpected events. Hunter Financial helps clients assess their risks and choose suitable insurance solutions so they can safeguard their lifestyle and business operations with confidence.
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Estate planning ensures your assets are transferred according to your wishes while minimising complications for your loved ones. Hunter Financial works with clients to structure effective plans that include wills, powers of attorney, and beneficiary arrangements for peace of mind.
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Investments provide opportunities to grow wealth through assets such as shares, managed funds, property, and fixed interest options. Hunter Financial builds personalised investment strategies aligned with your goals, risk tolerance, and time frame, helping you achieve sustainable long-term results.
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Superannuation and retirement planning focus on maximising your financial position for life after work. Hunter Financial supports clients with contribution strategies, investment planning, and retirement income solutions designed to create a secure and comfortable retirement.
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Self-Managed Super Funds give you greater control over how your super is invested, offering flexibility with assets like property and shares. Hunter Financial assists clients with SMSF setup, compliance, and strategy to ensure their fund is managed effectively and responsibly.
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Aged care planning helps families navigate the financial, emotional, and practical considerations of moving into residential or in-home care. Hunter Financial guides clients through costs, funding options, and government entitlements to create clear and supportive care pathways.
Our Process
Client Discovery
We begin by asking detailed questions to understand what is most important to you financially. This allows us to clarify your goals, assess your current position, and build a foundation for tailored advice that reflects your values and long-term aspirations.
Goal Setting
To ensure we are the right fit, we offer a complimentary discovery appointment. This meeting gives you a clear understanding of how we work, what value we can provide, and whether our approach aligns with your expectations before moving forward.
Advisor Guidance
Once we understand your needs, you will work with an advisor who specialises in the areas most relevant to your situation. This ensures you receive clear, knowledgeable support that simplifies complex decisions and provides confidence at every stage.
Moving Forward
Many people delay financial planning, but progress begins with a single step. After our discovery process, we outline your recommended next actions and guide you through implementing your plan so you can start improving your financial position today.
Moving you forward
Moving you forward
Get in Touch
58-60 Hunter Street
Newcastle NSW 2300
Phone: 02 4943 4876
Email: support@hunterfinancial.com.au
Postal: PO Box 617, Newcastle NSW 2300