At Hub Advisory Group, our focus is on achieving outcomes and results for our clients. These outcomes and results can vary depending on the individual’s needs and circumstances and where they are in their life.
For every individuals looking to engage our services, we believe that we can add value in some way, shape or form. This may be through education, or for those looking for more ‘hand holding’, we can provide personalised advice and an ongoing program to keep them on track.
Our Team of professionals are able to adapt the advice process for different levels of financial literacy with the understanding that not everyone is the same and some people like taking control of their situation once they have been given guidance. Having said this, our experience has shown that where individuals engage our services on an ongoing basis, they are more accountable and likely to achieve their personal goals.
We offer a complimentary initial discussion at our office which gives people the opportunity to decide whether they are ready to start managing their finances differently and prepare for the future. This is not to say, you still can’t enjoy your life today, it’s about finding a balance.
The process of personal and financial growth requires commitment from you to make some positive changes in your life, and we provide the support to makes these changes.
Hub Advisory Group invoices professional fees for the advice we provide. This simply means that where it is possible to do so, all product payments (e.g. commissions) are removed from the advice process and all fees are quoted to you via a written Terms of Engagement prior to commencing work.
Gavin gave me guidance on pension superannuation shares and how to handle an inheritance. I had no idea what to do. Always clear information, generally same day responses, never longer than one day,. Knew what to do. Patience. Lots of that. And follow up every single time. Already recommended to two other friends.
I have been meaning to get my Superannuation sorted for years. I met so many advisers and felt they didn't have my best interest and wasn't listening to me. Gav listened and structured my Super/Life Insurance/protection to tailor me. I like how he explained things in simply terms, without too much of the industry jargon. There was a lot of thought put into how my Super is invested with questionnaires - something I haven't had before. Gav is professional, efficient, honest and its evident he has deep analytical abilities. My brother who is an Account was very impressed, I am at peace knowing that I am on the right track to financial security when I retire. Highly recommend Gav and will be passing on his details to my friends and family. Thank you!
Many years ago I asked myself and various vendors that assisted me on financial issues, 'Who cares if Steve and Bronwyn Larsen will have enough superannuation for a comfortable retirement?' The answer appeared to be a resounding 'No one!' I then sourced financial planning assistance with a company that employed Gavin. He gave me a better understanding of how superannuation worked and assisted us to implement a strategy of slightly increasing our superannuation contributions and altering our investment strategy to fit our risk profile and desired goals. When Gavin set up his own consultancy we actively moved to his company based on our satisfaction with Gavin's performance. He has assisted us by providing varying investment planning as we moved closer to the planned retirement age which has achieved a comfortable retirement income.
Gavin has given me advice to assist me in managing my retirement adequately, predominantly with setting up and providing on- going support for my self managed super fund and other minor investments. Gavin is extremely approachable and can explain financial concepts and ideas in a clear manner. I would highly recommend his services to others.
Gavin is very knowledgable of every aspect of our super and planning and expertly planned a strategy to maximise my retirement. He treated us with respect and answered our questions. Importantly he inspires confidence and we trust his recommendations. With his advice we are confidently entering retirement.
- Adviser status Gold
- Number of reviews 10
- First year providing advice 2004
- Years of experience 18
- Certified Financial Planner (CFP)
Hub Advisory Group275a Hunter St
Newcastle, NSW 2300
- 9:00am – 5:00pm Monday – Friday
- In person
- Video call
Alliance Wealth Pty Ltd