Tim Hartmann

Hartmann Planning Pty Ltd

Bronze
15 Yrs Experience
Pelican Waters, QLD 4551

Tim Hartmann and Hartmann Planning Pty Ltd do not represent a bank, Life Insurance Company, fund manager or superannuation provider, nor are we affiliated with any institution. We embrace the concept of best interests duty and give priority to our clients interest ahead of our own. 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 clilents 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

Our clients can also be sure we hold ourselves accountable to values that are uncompromised.

We believe:

1.       In putting our clients’ interests before our own;

2.       In providing advice based on evidence and research;

3.       In maintaining our professional skills at a high level;

4.       In providing advice that can be trusted.

These values have enabled us to build strong and lasting relationships with our clients.

Tim believes very strongly in following the evidence where it leads, regardless of dogmas, agendas and self-interest.

Tim maintains an intimate ongoing relationship with each of his clients so they get all the care and support they need to achieve what is important to them.

Tim’s objective is to help his clients make smart decisions with their money so they can achieve financial security. He always listens to his client’s issues, and takes the time to understand his client’s needs, concerns and values.

Tim’s individual approach to making a real difference in the financial services industry, has earned him the trust of over 700 clients nationwide.

He has also been recognised as one of Australia’s Top 50 Financial Advisers as voted by ‘Wealth Professional Magazine’ (No 17)

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

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

Recent reviews

At a glance

  • Adviser status Bronze
  • Rating 4.90
  • Number of reviews 59
  • First year providing advice 2007
  • Years of experience 15
  • Highest qualification
    • Advanced Diploma of Financial Planning
  • Language spoken
    • English

Hartmann Planning Pty Ltd

46 Deepwater Circuit
Pelican Waters, QLD 4551

Opening hours

  • 9:00am – 4:00pm Monday – Friday

Licensed by

Hartmann Planning Pty Ltd

AFSL 460458