Hub Advisory Group
At Hub, we love working with everyday Australians looking to get ahead financially, both as individuals and business owners. Our advice is simple, easy to understand and tailored specifically for you.
What we do
Here at Hub Advisory Group, we work with you to establish your financial goals.
Once we understand what you want to achieve we’ll make a plan to help get you where you want to be.
Some of the business accounting and financial planning services we provide include:
Business Restructuring for growth and needs
Exit & succession
strategies
Research & Development assistance
Assistance with pricing your products & services
Strategic business planning
Cash flow forecasting & Budgeting
Mentoring of business owners & successors
Internal process
review
Personal insurance and family protection
Long term wealth accumulation plans
Worry free
retirement planning
SMSF Accounting
Personal investment &
superannuation strategies
Spending & savings
plans
Insurance for business owners
CFO Services
Investing for your
child's future
Self-Managed Superannuation
What's our process?
1. Make an appointment
2. Your first consultation
3. Financial plan
4. Ongoing service
Start your financial journey by booking in to speak to an accountant or advisor at Hub. We can do this over the phone or in person. This meeting is completely obligation free.
This meeting is about getting to know us, and for us to understand your situation and needs. We will ask questions about your goals and the challenges you want to overcome.
Once we know your goals, we put together a recommended action plan, quote our fees and prepare our research, ready for presentation.
Depending on your circumstances, you could benefit most from an ongoing service package that meets your specific needs.