At Hub Advisory Group, our focus is on achieving outcomes and results for our clients. These outcomes and results can vary depending on the individual’s needs and circumstances and where they are in their life.
For every individuals looking to engage our services, we believe that we can add value in some way, shape or form. This may be through education, or for those looking for more ‘hand holding’, we can provide personalised advice and an ongoing program to keep them on track.
Our Team of professionals are able to adapt the advice process for different levels of financial literacy with the understanding that not everyone is the same and some people like taking control of their situation once they have been given guidance. Having said this, our experience has shown that where individuals engage our services on an ongoing basis, they are more accountable and likely to achieve their personal goals.
We offer a complimentary initial discussion at our office which gives people the opportunity to decide whether they are ready to start managing their finances differently and prepare for the future. This is not to say, you still can’t enjoy your life today, it’s about finding a balance.
The process of personal and financial growth requires commitment from you to make some positive changes in your life, and we provide the support to makes these changes.
Expertise
My fees
Hub Advisory Group invoices professional fees for the advice we provide. This simply means that where it is possible to do so, all product payments (e.g. commissions) are removed from the advice process and all fees are quoted to you via a written Terms of Engagement prior to commencing work.
Recent reviews
At a glance
- Adviser status Gold
- Rating
- Number of reviews 11
- First year providing advice 2004
- Years of experience 20
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Highest qualification
- Certified Financial Planner (CFP)
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Language spoken
- English
Hub Advisory Group
275a Hunter StNewcastle, NSW 2300
Opening hours
- 9:00am – 5:00pm Monday – Friday
Meeting methods
- In person
- Phone
- Video call
Licensed by
Alliance Wealth Pty Ltd
AFSL 449221