Michelle Summers

HB Financial Wealth Management

Platinum
26 Yrs Experience
Sydney, NSW 2000

Recent reviews

HB Financial Wealth Management

Level 20, 1 York St
Sydney, NSW 2000

At a glance

  • Adviser status Platinum
  • Rating 4.60
  • Number of reviews 17
  • First year providing advice 1996
  • Years of experience 26
  • Highest qualification
    • Master of Financial Planning
  • Language spoken
    • English

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

My fees

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

Generally I look after SMSF clients that planning to retire or in retirement. This is my speciality. Initial advice is usually $3300 - $5500 and ongoing is 3600, 7200 to 10800 depending on complexity and value that can be provided to my client. I don't generally use administration systems like wraps/master trusts etc and provide consolidated reporting in my costs which most advisers do not do. I like to recommend direct investments also that save my client's fees, especially within the Australian sharemarket investment side of their portfolio.

Licensed by

Madison Financial Group Pty Ltd

AFSL 246679