Garth Bailo

Hartmann Planning

Bronze
1 Yr Experience
Witta, QLD 4552

At Hartmann Planning, we are self-licenced. This means we are not limited in the products in which we can offer you. Because we hold our own Australian Financial Service licence (AFSL), we are free from many of the inherent conflicts associated with an institutionally aligned network of advisers. Our commitment is to act in the best interests of our clients, and to act honestly, professionally, fairly and objectively in the provision of financial services. The processes we follow, demonstrate the priority we give to your interest ahead of our own.

Our objective is to help our clients make smart decisions with their money so they can achieve financial security. We listen to our clients issues and take the time to understand their needs, concerns and values. We work hard to educate them, explain their options and guide them through the decision-making process. We can help with all their financial advice needs, whether our clients situation is straight-forward or out of the ordinary. We’re experts in superannuation advice, self-managed superannuation funds (SMSFs), retirement planning, life and income protection insurances, risk assessment and management, investment strategy and advice, wealth creation, tax planning, estate planning, cash flow analysis and budgeting, debt management advice, portfolio monitoring and reviews Your financial and lifestyle goals are always front and center and we will only provide you with advice if it places you in a better position compared to where you currently are - otherwise, what is the point of receiving advice?

I have been in the industry since 2009 and have seen a lot of changes over this period. My approach is not a one-size-fits-all and my advice will be tailored to your individual circumstances.

The office is based in Sippy Downs however I am a long-term resident of the Sunshine Coast Hinterland (Maleny) and looking to provide my services to those in the local area as well.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets

My fees

I offer a free initial consultation for potential new clients. Get in touch

Recent reviews

At a glance

  • Adviser status Bronze
  • Rating 5.00
  • Number of reviews 2
  • Years of experience 1
  • Highest qualification
    • Graduate Diploma - Chartered Accountant Program
  • Language spoken
    • English

Hartmann Planning

25 Cooke Rd
Witta, QLD 4552
Unit 1, Level 2, 1 Courage St
Sippy Downs, QLD 4556

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Hartmann Planning

AFSL 460458