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.

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

Emailsupport@hunterfinancial.com.au

Postal: PO Box 617, Newcastle NSW 2300

"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