Services

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Services 2017-07-06T09:55:34+00:00

At HKSFP it’s all about you!

HKS Financial Planning is a boutique financial planning practice specialising in providing solutions for all your superannuation, retirement, investment, and personal insurance needs. It is our aim to offer the most comprehensive and cost effective solutions to your financial and personal protection needs, tailored to your individual situation.

HKS Mortgage Broking, a partner company of HKS Financial Planning, operates in-house and allows our clients a unique opportunity to take an holistic approach to planning their finances. With services ranging from home loans, investment loans or refinancing, our lending specialist can provide you with professional advice on choosing the right loan that may help you achieve your lifestyle goals.

Superannuation

Whether you are in your first job, or only a few years from retirement, it pays to understand how superannuation works.
Click here to see how HKS can help create your future!

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Retirement

Retirement takes planning and having a sound financial plan in place is essential to ensure you achieve the lifestyle you want .
Click here to see how HKS can help create your future!

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Insurance

Personal insurance protects you and your family’s quality of life and long term financial security. Are you adequately protected?
Click here to see how HKS can help protect your most valuable asset.. YOU!

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Investments

Starting to build your wealth, growing your existing net-worth or just saving for that long over-due holiday?
Having a well-planned investment strategy can help you realise your dreams!

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HKS Mortgage Broking

HKS Mortgage Broking, a partner company of HKS Financial Planning, operates in-house and allows our clients a unique opportunity to take an holistic approach to planning their finances.

Click here to see how HKS can help!

Find Out More

Why Choose Us

Our philosophy is very simple, here at HKS Financial Planning you come first. We commit to this by helping you achieve your lifestyle goals via a disciplined, structured and well-managed investment process. The investment process is supported by a rigorous insurance framework that positions our clients for long term wealth creation.

Our foundations were built on this philosophy and through our integrity, aspiration and guidance, all HKSFP professionals continue to uphold and practice according to these values.

What Clients’ Say

John understood exactly what needed to be done to ensure I had a financial plan in place to give me peace of mind in my retirement when I initially consulted him in February 2014.

Do I feel more confident regarding my financial future? YES, because I wouldn’t have had a clue how to go about it. He even found money that I didn’t know I had.

Merilyn- Super Client
Thank you to all the staff at HKS Financial Planning for their professionalism dealing with an insurance payment that I received – I couldn’t be happier with the strategy that was recommended and the clear financial direction it has given me.
Rachel- Investment Client
I want to thank you most sincerely for all your assistance with my superannuation over the past few years. Not only did you give sound advice, but you did it always with a genuine and pleasant manner, which was always very much appreciated.
Greg- Superannuation Client