Hugo joined LifeTime Financial Group in 2004 and is self-employed with over 15 years’ experience in the financial planning industry.
Hugo shares his passion for financial strategy with clients in an engaging and easy to understand way continuing his commitment to provide open and honest advice focusing on client’s best interest.
Drawing on many years of experience and education Hugo partners with his clients ensuring clarity of goals with meaningful outcomes while providing unaligned, fee for service advice.
Hugo was awarded Advice Evolution’s Adviser of the Year in 2016 & again in 2017 which recognises Hugo’s outstanding commitment to his clients, the financial planning industry & his local community.
He holds a Bachelor of Business degree in Economics & Finance, a DipFS in Financial Planning and is a senior financial adviser, being an authorised representative of Advice Evolution.
Hugo also plays a major role in the management and development of LifeTime Financial Group and is committed to harbouring an engaging environment, not only for clients but for the business’s fantastic staff.
As a fee for service business our advice costs reflect complexity and the areas in which out clients outline the desire for help. All of our clients receive a clear understanding of our costs which are agreed prior to any work being completed.
Hugo is both a coach and a mentor to us in this space. He is engaging and tailors his communication in a way that we understand. We respect his knowledge and experience. Thank you Hugo!
Hugo is professional, knowledgeable and sensible. He is always ready to give me advice and guidance. He makes things easy for me to understand and doesn't mind how many questions I ask or how many times I ask them. He is very accessible and I cannot recommend him highly enough.
Hugo is diligent, approachable and very knowledgeable. Highly recommended.
We feel very comfortable discussing our financial needs and concerns with Hugo. His attention to detail and accessibility is far superior to that of any other adviser we have been put in touch with. We have had no hesitation in recommending Hugo to our friends and family as we know that he has genuine care for his clients and always puts their interest first. And he will even rock your newborn to sleep during meetings as he did with ours.
Hugo is a very thoughtful and diligent adviser. I trust he is acting in my best interests and appreciate his in depth knowledge.
- Adviser status Bronze
- Number of reviews 7
- First year providing advice 2007
- Years of experience 15
- Bachelor of Business
Lifetime Financial GroupSuite 13, 214 Bay Street
Brighton, VIC 3186