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Toby Stewart

Hartmann Planning

Bronze
Newly Registered
Sippy Downs, QLD 4556

With 14 years experience in the wealth management industry, I recently made the move to become a financial adviser, currently completing my professional year. Having worked closely with a range of advice practitioners over this time, I've grown passionate about the life-changing impact good financial planning can have for anyone.

Financial planning is different for everyone. If I walked up to a random person on the street, and asked them "what does a financial adviser/planner do?", I would get a range of potential answers, including - stock broker, they sell insurance, they sell financial products, they tell you when you can retire, they invest money for people who already have a lot of money".

It's clear most people still don't have an understanding of what good financial advice can mean for them. It's not their fault. It's our fault - the advisers, industry participants and financial institutions haven't done enough to spread a clear message on what great financial planning is. Whether you've got millions, think you've already got a fantastic grasp on your investments/finances, or are just starting to plan for your financial future, there's likely a financial advice business that's a great fit and can make meaningful change.

If you're interested in a free chat about what great financial advice could mean for you, please reach out:

07 5439 7355

toby@hartmannplanning.com.au

Expertise

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Margin Lending
  • Shares & Investments
  • Cashflow & Income
  • Complex Investments
  • Tax Strategies
  • Growing Assets
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

The fee is based on individual client circumstances and complexity of advice needs. Any fees are discussed well in advance before any commitment from clients.

At a glance

  • Adviser status Bronze
  • Years of experience Newly Registered
  • Highest qualification
    • Graduate Diploma of Financial Advice
  • Language spoken
    • English

Hartmann Planning

Unit 1, Level 2, 1 Courage St
Sippy Downs, QLD 4556

Opening hours

  • 9:00am – 4:00pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Hartmann Planning

AFSL 460458