Our Services

HSFP provides services to assist you with all levels of your financial planning needs.

Comprehensive Advice

HSFP Financial Planners offer comprehensive financial advice and can help tailor a plan that works for you.

The Advice Team specialises in looking at your full financial situation and creating a financial plan that works with your personal and financial situation to help you reach your goals.

The qualified Financial Planners in our Advice Team can assist you in understanding your investment options (including managed funds), wealth creation inside and outside of superannuation, transitioning to (and planning for) retirement, wealth protection, achieving your financial goals, Self Managed Superannuation Funds (SMSF)  and managing your tax liability.

Review Program

The HSFP Review Team works to provide existing HSFP clients and Health Super Pension members with regular ongoing reviews to ensure your financial plan stays on track.

You may require slight adjustments to your financial plan as the years go on; particularly when your personal circumstances change or when you need to respond to changes in legislation or investment markets. The Review Team is available to discuss any changes that might affect your plan and ensure that it remains appropriate for your goals and personal situation.

Limited Advice

The Limited Advice Service is available to existing Health Super Accumulation Members and Account Based Pension Holders.  

It is a free phone based service that is limited in scope and can assist you with advice on you Member Investment Choice, Superannuation Consolidation, Insurance Gap Analysis and general information about Transition to Retirement, Account Based Pensions and Defined Benefit memberships.

Implementation Team

The Implementation Team is a service to assist clients who have completed a financial plan in implementing their recommendations.

Paperwork and forms can be confusing and tedious so the Implementation Team is available to existing clients to ensure that your plan is implemented effectively, efficiently and in a timely manner.