Hilary Troy

I offer a highly personalised service by investing in a lasting relationship with you and your family, as a trusted adviser in all aspects of financial life.

I take care to understand your circumstances, so I can employ the right resources to deliver the desired outcomes now and long term.

Practically, this can relate to:

Retirement saving and planning, including use of structures and superannuation

Investment solutions for cash management, specific purpose or holistic portfolio management with in-depth reporting

Strategic wealth transition (business owners or Executives)

Debt management

Personal insurance needs

Estate planning

Family succession

Philanthropic intentions