WEALTH CREATION & MANAGEMENT
Strategically building and managing your wealth is not a one size fits all strategy. The Hayes Knight team works with you to help you achieve the best possible outcome.
What do you need to do?
Hayes Knight Financial Planning advisers are professionals in their field. They bring the quality, qualifications, and no-nonsense approach that you have come to expect from Hayes Knight.
By combining your financial planning and wealth management advice with other Hayes Knight services, you can ensure that your financial future is in sync with your taxation, business, and strategic objectives.
It’s the advantage of working with a firm with a depth of skill across a breadth of services.
Hayes Knight Financial Planning (NSW) Pty Limited is a Corporate Authorised Representative of HK Financial Services Pty Ltd (Australian Financial Services Licence No. 545687, ABN 43 661 975 364).
Key Hayes Knight team members are authorised representatives of HK Financial Services Pty Ltd, which enables them to deliver financial and investment advice, and our suite of SMSF services.
General Advice Warning:
This website contains general advice which does not consider your particular circumstances. You should seek advice from Hayes Knight Financial Planning (NSW) who can consider if the strategies and products are right for you.
Making a Complaint:
We endeavour to provide you with the best advice and service at all times. If you are not satisfied with our services, please contact us.
You can phone or email us, or put your complaint in writing to our office.
We aim to resolve complaints immediately. Where this is not possible, we will acknowledge the receipt of your complaint within 48 hours. We will then explain our process to resolve your complaint and tell you who will handle the complaint.
If your complaint relates to our financial planning services and you are not satisfied with our response after 30 days, you can lodge your complaint with the Australian Financial Complaints Authority. You can contact AFCA on 1800 931 678 or via their website www.afca.org.au. AFCA provides fair and independent financial services complaint resolution which is free to consumers.
Each day of procrastination is a day of opportunity lost. Hayes Knight makes it as easy as possible to prepare, plan, capitalise on your opportunities, and manage risks.
We work with you to understand how everything fits together for you and your family. All other things flow from here: What should I do with my superannuation, paying the mortgage versus investing in other assets, protecting income and managing risks, managing debt, new investment opportunities and so much more.
Getting organised is essential to protect against life’s unexpected surprises. We can help you to be in the best possible position in the event of illness, death, or divorce.
For business owners, we look at your business as part of an integrated wealth plan. There is too much time invested in your business not to recognise it as part of your wealth planning.
Plan My Retirement or Refine my Retirement Plan
Retirement planning is so much more than “How much do I need to retire?”
Risk versus return on your investments, smart ways to structure retirement, ensuring there are no unintended consequences from the sale or management of assets like investment property, the right time to sell assets, understanding how long your money will last are all common questions. Hayes Knight Financial Planning can help you to structure your retirement and your assets in the smartest way possible.
The right plan helps ensure that when you are ready to retire you can and your retirement is not just comfortable but enjoyable as well. And, we provide you with tax effective ways to maximise your retirement assets and future income.
SMSF Structuring & Management
Hayes Knight is a leader in self managed superannuation fund advice
Not only do we provide full lifecycle SMSF services for clients but we are also advisers to the accounting and superannuation community – training, educating, and advising the profession on SMSF strategy, interpretation of the law, and compliance. We can take care of every aspect of your SMSF needs:
Private Client Services
Our private client services are a way of ensuring that you can manage and build your family’s wealth.
Your advisory team work with you and have your best interests at heart. They are there when you need them, will keep you informed of any important changes that are likely to affect your position, or in a volatile market place, will let you know if you need to act. We’re here to help give you control.
But being a private client is not just about building wealth; It’s also about ensuring that the decisions you make are the right ones and having a team on hand that can advise the implications of every decision you make.
Private client services is a compete service offering:
Everyone wants to build wealth but there are so many factors to consider. You can’t be across them all.
This is where Hayes Knight comes in. We actively work with you to ensure that you have the right strategy in place then review in the light of frequently changing personal, economic and legislative changes to ensure that you maximise your outcomes.
And, if you are a business owner, we can work with you to look across all of your assets, not just elements in isolation.
You may require advice on the investment of funds. This may include the short term investment of surplus funds or as part of a longer term investment program designed to grow your capital, or specific investment accounts.
Our investment team are fully authorised to provide you with advice and to identify alternatives for your consideration. They will spend time with you to understand your requirements and then provide detailed advice on your options with their recommendations based on your stated objectives.
This service can be provided on a specific advice basis or as an ongoing advice mandate.