Financial Advice

At HM Financial Partners, our clients are progressive thinkers.  You’re not looking for ‘just an accountant’ nor are you looking for your typical product focused financial adviser…   

Aside from the convenience of being able to manage all your finances under one roof, you’ll really benefit from our tax training and knowledge and this translates into real dollars and better strategies. 

As a client, you will be supported by a team of professionals across tax, wealth advice, lending, asset protection, property management and business advice.  

We can help you with every financial aspect of your life no matter what stage of life you are at.



Cashflow, Budgeting & Debt Reduction

Cashflow, Budgeting & Debt Reduction

Many of our clients advise us they have never prepared a budget, have no idea how much spare cash they have each fortnight and have no real plan. Now, let’s clarify before we even get started! We aren’t here to put you on a tight budget and prevent you from having fun…. We are here to understand how your money is currently working for you and how it could work better for you, as this will change at different stages of our lives.

Superannuation

Superannuation

Superannuation is simply a savings fund set aside throughout your working life to provide for your retirement. Superannuation can also enable funding of insurance policies and benefits in the event of death, illness or accidents.
HM Financial Partners are able to provide advice on all superannuation including industry funds, retail fund as well as Self-Managed Super Funds.

Investment Advice

Investment Advice

If you’d like your money to start working for you, it’s time to learn about investing. Everyone has different needs and circumstances but here are some basics to consider. We recommend you speak with Vanessa or Kym, the Partners of our practice to obtain financial advice before you start putting your money into any form of investment.

Wealth Protection & Personal Insurance

Wealth Protection & Personal Insurance

Wealth protection incorporates a variety of strategies and insurance products to protect you, and the wealth you've generated. HM Financial Partners offer unbiased advice and can consider any insurance company. We are not owned by a bank and we are not aligned with any banking institutions, this means for you that we can recommend that insurance company that best suits your needs with the cheapest premiums.

Estate Planning

Estate Planning

Estate planning is the management of your affairs to ensure a smooth transfer of wealth to beneficiaries. The professional team of ladies at HM Financial Advisory are compassionate and experienced in transferring assets smoothly, tax effectively, and in accordance with your wishes. We will work closely with your Solicitor to ensure your instruction are draw accurately and are effective.


Advice provided by HM Financial Partners on financial products is covered by the Sentry Financial Services Pty Ltd 
Australian Financial Services Licensee, Licence No. 286786
Level 1, 190 Stirling Street, Perth  WA  6000
Phone 08 9267 3444
Web www.sentrygroup.com.au

HM Financial Advisory Pty Ltd ATF Hocking Mendes Unit Trust t/a HM Financial Partners is an Authorised Representatives of Sentry Financial Services Pty Ltd AFSL 286786

All Accounting and Business Services referred to are provided by Fresh Figures Pty Ltd t/a HM Business Partners 
(Registered Tax Agent number: 79371015)

All Property Services referred to are provided by HM Property Partners Pty Ltd
(Licenced Real Estate Agent)