Financial Planning

Building financial success.
Wealth Management

Wealth Management

Australian Finance Hub can assist you with all your financial planning needs.  Our skilled and qualified financial advisors can assist you with all aspects of financial planning and wealth management including

  • Superannuation
  • Estate Planning
  • Personal Insurance
  • Shareholder and Business planning
  • Wealth Accumulation
  • Investment Strategy
  • Aged Care
  • Debt Recovery Strategies
  • Self Managed Superannuation Funds

We understand that every individual has a unique set of lifestyle and investment goals and will take the time to uncover your needs and build an appropriate wealth management strategy.

Contact Us

How we help!

Find out what the Australian Finance Hub difference is.

Image

ExperienceWith hands on experience in the banking & finance industry, we are well equipped to understand your financial needs and identify the best financial solutions for you.

Image

NetworksSave time and money by tapping into the wide range of financial services available under one roof. Enjoy the convenience of seamless financial arrangements by tapping into the Financial Hub network.

Image

RelationshipsWe are committed to maintaining long lasting relationships with our clients, we will regularly keep in touch to review your financial progress and ensure you are always getting a better deal.

We understand that every individual has a unique set of lifestyle and investment goals and will take the time to uncover your needs and build an appropriate wealth management strategy.

Contact Us
 How We Work

How We Work

We implement a four step process ensuring that we can provide you with the highest quality financial advice to assist you in attaining your goals.

This four step process starts with a fact finding session that helps both parties (you and the financial adviser) get to know each other and gain a mutual understanding of what your goals are.

Following this initial meeting a 90 minute presentation detailing your financial plan is scheduled.  Upon your agreement, Australian Finance Hub will work with you to put your plan in to action.

We don’t just leave it there, we scheduled meetings at least annually to review your plan and your circumstances to ensure that your plan remains on track and in line with your goals.

Contact Us

Superannuation

Superannuation is a key component of a sound longer term wealth accumulation strategy. The platform you choose to administer your account and the investment strategy you align your assets with, should be reviewed regularly to ensure that it continues to meet your goals and objectives. Consider this; would you build a house and do any of the following over the next forty years:

  • Renovate the bathroom and kitchen
  • Update the paint
  • Buy new furniture
  • Build a pool

Our view is most Australian’s would take time and effort to consider these important steps to maintain your house. Give your superannuation account the same attention because it will become one of the biggest asset you’ll own at retirement.

Our team can assist you with reviewing your superannuation plans and developing a plan to achieve your long term goals.

Enquire Now

Personal Insurance and Wealth Protection

We believe that a comprehensive risk management portfolio is the core component of a sound financial plan. Most Australian’s ensure that they protect their house or car when they first purchase the asset. However, aren’t you the most important asset in your life? Why risk you and your family against life’s “what ifs”.

Enquire Now

Shareholder and Business Protection

Financial planning for small business is about protecting yourself, your family and your business against all of the foreseeable and unforeseeable ‘what ifs’ involved in running a business.

Our role is to work as a strategic partner to assist you in identifying the risks you face and in developing a comprehensive plan addressing these risks as a business owner

Enquire Now

Estate Planning

Estate planning is an important process because it can provide you and your love ones with the comfort and security knowing that your estate will be distributed in accordance with your wishes. Estate planning should be considered and addressed early, and most important reviewed frequently to ensure that it continues to meet your objectives.

Enquire Now

Wealth Accumulation and Investment Strategy

To accumulate wealth over time, you need to do three things:

  • 1. You need to make it. This means that before you can begin to save or invest, you need to have a long-term source of income that’s sufficient to have some left over after you’ve covered your necessities.
  • 2. You need to save it. Once you have an income that’s enough to cover your basics, you need to develop a proactive savings plan.
  • 3. You need to invest it. Once you’ve set aside a monthly savings goal, you need to invest it prudently.

Our role is to partner with you to ensure that you remain on track to meet your wealth accumulation goals.

Enquire Now

Aged Care

Planning for aged care is often difficult both emotionally and financially. We understand the many ripple effects a move to an aged care facility can have for all concerned. Our role is to ensure that these important family decisions are made on the basis of sound advice.

Enquire Now

Debt Reduction Strategies

No two debts are the same and because of this, there is no one sure-fire way to reduce your debts. One of the main problems people run into is having too many separate debts to manage. If you take out a car loan, have multiple credit cards or a mortgage, then managing your repayments can get complicated.

By understanding your debts you can decide on an appropriate strategy to manage them. No matter how many separate debts you have to how many lenders, there are several debt reduction strategies which can help you take control of your repayments and better manage your debt

Enquire Now

SMSF

A self-managed superannuation fund (SMSF) is a way you can save for retirement. SMSFs are different to other super funds because they’re run by you. Our role is to work with you to firstly understand if a SMSF is right for you. We can provide advice on the different roles you will undertake to manage your super fund in a compliant manner.

Enquire Now

Our Process

Easy step-by-step process to get you started straight away.

1
Get In Touch

Give us a call or send us an email with your enquiry.

2
Discuss Your Exact Needs

We come out to you and discuss your exact needs.

3
Reseach Your Options

We research your options with our panel of lenders.

4
Provide Tailored Solutions

We present you with a tailored solution.

I was referred to Australian Finance Hub by a personal friend. They took the time to understand my needs, he consolidated my debts that saved me thousands, then also put me in touch with a financial planner that consolidated my superannuation and reviewed my insurances. The whole process was effortless. I would thoroughly recommend him to anyone who is seeking advice and assistance in arranging finance.
Justin Cranebrook NSW
I would like to take this opportunity to say thank Shane for his professional service. Shane provided great advice on the most suitable loan structure for me and kept me informed throughout the whole process.I will be recommending Australian Finance Hub to my family and friends and I will definitely come back to Shane for my next property purchase.  
Jessica Oran Park NSW
Hi Shane, Just wanted to say a huge thank you for all your help and wonderful service. Matt & I were nervous about buying our first home but you always went out of your way to help us and made the whole process so much easier ! We can't thank you enough because this definitely wouldn't have happened without you. We will be recommending you to everyone!!! Thanks again
Silvia & Matt Concord NSW

Our Lenders

Trusted lenders so you can feel safe.