Tim Hartmann

Hartmann Planning

Platinum
19 Yrs Experience
Sippy Downs, QLD 4556
4.96
111 Reviews
5
4
3
2
1
4.95
Clear communication
4.94
Knowledge & expertise
4.97
Customer care
4.98
Likely to recommend
Showing reviews 1—10 of 111

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5.00

"My husband and I have been a client of Tim's for approximately 15 years. With one of us retired and the other nearing retirement, we are in the position we are in, due to Tim's expertise, advice and strategies short and long term. Tim provides excellent client service and we are very happy with the service of the whole team. Highly recommended."

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

"We have been working with Tim for over 5 years. His financial literacy is exceptional. He has transformed our lives into early retirement which we could not have achieved without his expert advice and knowledge. Highly recommended."

  • Superannuation
  • Retirement & Pension
  • Shares & Investments
  • Cashflow & Income
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend

Review history

5.00

Debra, 56 - 65 years, Highland Park, QLD

"Through extensive knowledge and expertise of financial planning Tim Hartmann has completely transformed our lives. With his guidance we have been able to retire before the age of 60. We feel confident knowing our investments are secure and are obtaining profitable returns to enable the fulfilment of our lifetime dream. We cannot rate the team highly enough and feel extremely fortunate to have had the privilege to be taken on board by Hartmann Planning."

5.00

"We recently switched from another financial planner to Tim Hartmann, and we've been very happy with the change so far. Tim has been very proactive and communicative and is always available to answer any questions or explain anything that we've wanted clarification on. We have a lot of confidence in him to help grow our investments and we're looking forward to continuing to work with Tim in the years to come."

  • Superannuation
  • Insurance Protection
  • Shares & Investments
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Tim's advice has always returned real value to my financial circumstances and helped my wife and I move to a secure and comfortable retirement. Tim is swift to reply to any and all my queries and concerns with polite positive perspectives and practical advice. As a result of his expertise and actions, my wealth has grown beyond mine and the general market's expectations. I could not ask for a better adviser."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Cashflow & Income
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend

Review history

5.00

Nicholas, 56 - 65 years, Southport, QLD

"Tim is a consummate professional, always available to offer well explained advice. He has enabled me and my wife to become financially secure."

5.00

Nicholas, 56 - 65 years, Australia Fair, QLD

"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."

4.75

"Tim is always available and has managed our affairs for seven years now and we are very satisfied with his results which is very comforting."

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Tax Strategies
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend

Review history

4.50

Peter, 65+ years, Buddina, QLD

"Tim has looked after our portfolio for 8 years since retirement. We are very comfortable with Tim's advice and are pleased that we have minimal decisions to make. Tim makes our retirement easy."

5.00

"Tim has been our adviser for 15 years, his approach to handling our financial affairs has always been extremely professional and personable. Tims experience and knowledge has certainly helped us achieve and setup for our financial future. I would definitely recommend anyone using Tim and the team."

  • Superannuation
  • Insurance Protection
  • Self Managed SuperFunds
  • Shares & Investments
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend

Review history

5.00

Rob, 46 - 55 years, Parkes, NSW

"Tim is extremely knowledgeable and experienced in his field and offers very clear and detailed advice. We have been with Hartmann Planning for 15 years and have always been very happy with the service the whole team provides. They regularly keep you up to date with the latest products and trends, are always available for questions and are happy to help guide you through the trickier parts of the financial landscape. We are excited about what the future holds for us and our relationship with Tim, Tracey and the Hartmann Planning team."

5.00

Rob, 35 - 45 years, Parkes, NSW

"Tim and the Hartmann Planning team, always make themselves available to answer all of our questions and through their vast industry experience and knowledge always offer quality and easy, to understand advice across many financial and investment areas. We feel very confident having Tim and Hartmann Planning as our advisors and would highly recommend them to anyone seeking thorough and trustworthy financial advice."

5.00

"Tim Hartmann has assisted me with my superannuation and retirement planning for over 17 years very successfully . Now in my 70's I would have to recommend Tim to anyone who is looking for honesty and a caring financial adviser . Tim Hartmann has always been there when I had queries and was reassuring throughout my financial journey. Thank you Tim"

  • Superannuation
  • Retirement & Pension
  • Shares & Investments
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Tim is a very open and honest person who is always approachable if and when needed for his valued advice and direction in our financial matters."

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Shares & Investments
  • Redundancy
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend

Review history

5.00

Ian, 56 - 65 years, Gympie, QLD

"We have found both Tim and Tracy to be very professional and prompt with the dealings and advice sort."

5.00

"Hartmann Planning always acts with utmost professionalism & continues to prove their in-depth financial knowledge. They have been right on the money, literally! They are easily contactable, take the time to explain details & answer queries. I have no hesitation in recommending Hartmann Planning - 6 Stars!"

  • Superannuation
  • Shares & Investments
  • Cashflow & Income
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend

Review history

5.00

Julian, 46 - 55 years, The Entrance, NSW

"Tim has provided a high level of professional & expert advice & assistance on investments, superannuation, market trends etc...over the years. He is very knowledgeable & keeps his clients well informed via email, phone, & market/industry updates. He goes the extra mile in providing assistance, & enough details & explanations to make informed decisions. His experience is backed by the results of his financial advice & assistance - excellent! Six Stars for Tim!"

5.00

"We appreciate their professionalism & excellent knowledge of financial markets. we would highly recommend them Clark Family."

  • Government Assistance
  • Retirement & Pension
  • Shares & Investments
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 111

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
  • Shares & Investments
  • Financial Hardship
  • Redundancy
  • Aged Care
  • Property Investment
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting