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

4.90
59 Reviews
5
4
3
2
1
4.90
Clear communication
4.90
Knowledge & expertise
4.95
Customer care
4.95
Likely to recommend
Showing reviews 1—10 of 59

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4.50

"Very good advice, knowledgeable and considered based on our circumstances."

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

"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."

  • Superannuation
  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"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%."

  • Insurance Protection
  • Retirement & Pension
  • Complex Investments
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"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."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Complex Investments
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"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."

  • Government Assistance
  • Superannuation
  • Managing Debt
  • Retirement & Pension
  • Cashflow & Income
  • Complex Investments
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"Tim has been able to give us comprehensive advice and strategies for our total financial situation, investments and future planning. We are very happy with the advice over ten years, and where we are currently placed coming into retirement."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Redundancy
  • Complex Investments
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Tim has given us very good financial advice whenever we have needed it. He has gone over and above our expectations. We would highly recommend Tim and Tracey from Hartman Financial Planning to anyone looking for very honest, professional advice.Tim has given us advice on superannuation, financial planning, self managed super funds and much more!"

  • Superannuation
  • Complex Investments
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Tim has always provided us with easy to understand information regarding our self funded port folio. When I need to ring Tim he has always responded back quickly. I have no hesitation recommending Tim to any of my friends or colleagues. Tim has always gone above and beyond with any enquiry I have put to him."

  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.00

"Very confident in tim as he has over the years always been on top of the game as our financial advisor and nothings to much trouble"

  • Self Managed SuperFunds
  • Complex Investments
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Tim came into our lives after the crash of 2008. He understood our needs, risk profile and plans to retire early. He assisted in dealing with payouts from trauma insurance, ensured we were provided market information and trends, and has always listened when we were worried about market movements. He has always worked hard on our behalf and would highly recommend him."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 59

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

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

Qualifications & Training

Self Managed Superannuation Funds (SMSF)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2012

Advanced Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2012

Diploma of Financial Services

Level
5 - Diploma
Institution
Kaplan Professional
Completed
2007
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