Built by advisers for advisers
HNW Planning Pty Ltd is the core of HNW Nexus; providing the Australian Financial Services Licence (AFSL) and Australian Credit Licence (ACL) for our financial planning and mortgage services.
As we are privately owned and operated, we offer tailored and flexible solutions to our national network of financial advisers, mortgage brokers, and their clients.
Our advisory team collectively holds an extensive set of accreditations and are eager to assist you with your financial needs.
Our approach to Investment Advice
HNW’s advisers focus on long-term expectations. We recognise that results from investment decisions lie both in their dollar value and the suitability of returns. We believe that, where possible, changes in the strategic allocation of capital should generally be made with new capital or from the earnings from existing investments. We consider the consequential risk of any investment and advise on a diversified and appropriate long-term target allocation of assets that may vary strategically over time. We take into account long-term forecasts, comparative opportunities, and your objectives and circumstances so as to tailor our advice to suit your individual needs.
Ethical Investing
HNW Planning Pty Ltd understands your personal priorities and can accommodate your environmental, social, ethical and governance views when creating your investment portfolio. We focus your capital to support your purpose.
