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.
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)
Very good advice, knowledgeable and considered based on our circumstances.
Tim has been excellent to deal with. Always able to be contacted when needed. Keeps us up to date with anything new happening that we need to know about.
We have been with Tim since he started his own business. We have always found him to be accessible, takes time to explain anything and has basically done a great job with our investments. More than anything, we feel we can trust him 100%.
Tim has given me advice primarily on my self managed super funds . Tim has always been able to explain things to me in a clear way. Through Tim's knowledge and experience, I feel very confident that the advice given was right for my needs. I have received Tim's full care and attention when I have needed it. Tim is an excellent enthusiastic knowledgeable resource. I trust his guidance and he has benefitted my family with his sound careful guidance.
Tim and Tracey have been our advisers for some 10 years. Every question we have asked has been answered in a way we have been able to understand fully. Their knowledge and support is second to none. Our meetings with Tim are very informative and casual but fully professional in way that we are able to make decisions at the meetings, walk away and be confident in the future and the safety of our finances.
- Adviser status Bronze
- Number of reviews 59
- First year providing advice 2007
- Years of experience 15
- Advanced Diploma of Financial Planning
Hartmann Planning Pty Ltd46 Deepwater Circuit
Pelican Waters, QLD 4551
- 9:00am – 4:00pm Monday – Friday
Hartmann Planning Pty Ltd