Henry Pilat

Hp Advisory

4.95
7 Reviews
Gold
23 Yrs Experience
Sydney, NSW 2000
I believe that everybody should receive unbiased advice that is in their best interests. I am your financial architect; your chief builder in wealth. I guide people to make conscious, smart decisions about their wealth. I only do Fee for Service consulting. I only charge fees for the services I deliver. I recommend investments and strategies based purely on your needs. This is a relationship focused on achieving your financial goals. No Commissions No Conflicts of Interest Just Independent Advice I aim to provide the highest quality advice and service which is available. I manage my own family affairs in an identical manner to those of my clients. I am limiting my services to only 40 select clients.

Expertise

  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Growing Assets
  • Wills & Estates
My fees
Get in touch

I only take on client for whom I can add significant value. Otherwise its not a lasting relationship for either party and not a sustainable business.

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.95
  • Number of reviews 7
  • First year providing advice 1999
  • Years of experience 23
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Hp Advisory

Level 56 MLC Centre, 19 Martin Place
Sydney, NSW 2000

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Pilat Investment Pty Ltd

AFSL 241717

4.95
7 Reviews
5
4
3
2
1
5.00
Clear communication
4.80
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing reviews 1—7 of 7

Sort by

4.75

"Henry was thorough in his dealings with me and liaising with my insurer. I would have no hesitation in recommending his services, Ron 2024"

  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00
  • Insurance Protection
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00
  • Insurance Protection
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I am very satisfied with Henry's advice and follow through. He is approachable, patient, reliable, personable and very punctual. His meetings are always thoroughly prepared and professionally presented, while being relaxed and encouraging of my input. His immaculate personal presentation suggests he is serious about his work. and respectful of his clients."

  • Superannuation
  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I have found Henry to be committed and very professional with all of my dealings with him. I can feel assured that when he undertakes a project he will act promptly and follow through until the project is completed."

  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00
  • Superannuation
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"We've had an excellent relationship for over 12 years and have been very happy with the way it has worked."

  • Superannuation
  • Self Managed SuperFunds
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—7 of 7

My clients have reviewed me based on the following areas of advice

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Bachelor of Science

Level
7 - Bachelor Degree
Institution
Australian National University (ANU)
Completed
1994

SMSF Specialist Advisor (SSA)

Level
0 - Training / Exam / Other
Institution
SMSF Association (SMSFA)
Completed
2012

Bachelor of Commerce

Level
7 - Bachelor Degree
Institution
Australian National University (ANU)
Completed
1991

Life Risk Specialists (LRS)

Level
0 - Training / Exam / Other
Institution
Financial Planning Association of Australia (FPA)
Completed
2013

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2001

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner

SMSF Association (SMSF)

Membership type
SMSF Specialist Advisor

Financial Services Institute of Australasia (FINSIA)

Membership type
Member
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