The Hillross Advantage Professional Wealth Management

If you seek practical wealth management strategies that put you in control, save you time, and reduce stress we invite you to make a complimentary appointment with one of our specialist advisers by calling 02 9955 8185.

Pacific Advisory Wealth Management is proudly licensed and supported by Hillross Financial Services Limited, a wealth management company providing wealth creation and protection for affluent Australians.

The following are some of the most common issues we discuss with clients:

• Preparing for retirement and making the most of your super
• Investing an inheritance or lump sum
• Protecting your family using personal insurance
• Understanding the benefits of self-managed super
• Building an investment portfolio using expert research
• Ensuring your wealth is effectively transferred to future generations
• Saving for your children’s education

To help you achieve your goals in any of these areas we provide the following:

Initial strategy design

This stage involves client meetings, strategy research and formulation, portfolio construction, Statement of Advice presentation, and the implementation of all recommendations. Clients pay a one-off fee for initial strategy design that is determined by the level of complexity involved and the time and resources required to prepare the advice.

Ongoing advice and service program

Ongoing advice and service is provided via a structured program designed to ensure you remain on track to achieve your goals. The program includes periodic strategy optimisation meetings, ongoing advice document preparation (eg Record of Advice), quarterly newsletters and portfolio reporting, information sessions and unlimited access to your adviser. Staying on track is critical and we agree an annual fee commensurate with the time and resources required to deliver our ongoing service program.

To learn more please visit our dedicated wealth management advice portal here 

Any advice on this page is of a general nature and does not take into account your personal objectives, financial situation or needs. Accordingly you should consider how appropriate the advice is to those objectives, financial situation and needs before acting on the advice and, before acquiring any financial product, you should read the relevant product disclosure statement. Financial advisory services relating to superannuation, retirement planning, personal insurance, and investment are provided by Pacific Advisory Wealth Management Pty Ltd ABN 83 131 918 342, an Authorised Representative of Hillross Financial Services Limited ABN 77 003 323 055 (AFSL 232705). Mortgage Solutions and finance broking activities are provided by Pacific Advisory Lending Pty Ltd ABN 34 136 841 702. Contractor Management and Business Consulting services are provided by Pacific Advisory Consulting Pty Ltd ABN 97 133 025 653.