Sound financial planning requires a detailed assessment of your financial situation, setting clear and realizable objectives and developing appropriate strategies that might involve investments, tax planning, asset allocation, risk management, retirement planning and estate planning.

But not all financial planners are equal, and this is where the dilemma lies. Who is competent? How do you assess if a planner is up to the task? Do they understand the dynamics/environment that your or your business operates in?

Hayes Knight Melbourne has a proven Financial Services Team. Our record is our most eloquent reference.

Services offered include:

  • Financial Planning, Implementation and Maintenance
  • Superannuation Planning
  • Insurance
  • Family Succession Planning
  • Pensions and Annuities
  • Estate Planning and Wills
  • Wealth Creation
  • Retirement Planning
  • Appointment as Executor and Trustee
  • Finance Products – Leasing, Personal and Business Loans, and Financing Transactions
  • Superannuation Management and Reporting

Financial planning advice is provided by Malcolm Hardy and Tino Di Battista who are Authorised Representatives of Redgum Wealth Group Pty Ltd and IMC Wealth Pty Ltd which is a Corporate Authorised Representative of Redgum Wealth Group Pty Ltd.

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