Financial Planning & Investment Planning

To us, financial planning represents the future, more importantly, your future. Our firm has offered financial planning as an integral part of accounting and taxation services since the early 1990’s.

Our philosophy in this area is simple – because we are in the best position to understand your overall financial situation, we are also in the best position to offer clear, straightforward advice about superannuation, investments and operating structures. We hold our own Australian Financial Services Licence (AFSL) through Addition Wealth Pty Ltd (Licence No: 507865) which is not aligned to any bank or other financial institution.

We presently maintain around 300 self managed superannuation funds (many in pension phase) and manage or advise on nearly $400 million of assets on behalf of clients. We work extensively with direct shares and ETF’s and take active sub-underwriting positions in floats and public offers through a well developed network of brokers and referrers. All this makes us one of the larger planning practices in Sydney with the experience and expertise to help you achieve a high quality retirement outcome.

Within our practice financial planning is undertaken on a fee for service basis.

Financial planning services offered:

  • Fee-based financial planning
  • Portfolio design and management, regular portfolio reviews
  • Direct equities – local and international shares
  • Managed funds – wholesale and retail funds
  • Structured financial products, private equity, private debt and property syndications
  • Personal risk insurances – life, trauma, TPD and income protection cover
  • Loans, leases and finance for individuals and business purposes

To discuss your needs please ask your GHR Financial Planning partner or contact us

Compliance Information

Financial planning is provided by GHR Financial Planning Pty Ltd, authorised by Addition Wealth Pty Ltd

  • Brian Hrnjak BBus CPA (FPS) – ASIC Authorised Representative 255841
  • Brad Cuss BBus CPA – ASIC Authorised Representative 340091
  • Sarah Phillips Adv. Dip. FS(FP), Dip.Sup – ASIC Authorised Representative 340015
  • Nicholas Delaney BBus CPA – Authorised Representative 1259751