Wealth Management
Hacketts Wealth Management offers private wealth services to clients including business owners, professionals and senior executives.
We work with you to identify your financial goals and risk profile, then develop a detailed plan with recommended strategies and investments tailored to achieve your objectives. Wherever possible we will recommend direct investment to ensure the portfolio is tailored to your personal situation.
The Wealth Management services are fully integrated with other services provided by Hacketts meaning you benefit from a truly holistic financial service.
Our services are generally offered on a fee-for service basis to guarantee that recommendations are not influenced by rates of commissions.
Disclaimer: Hacketts Wealth Management Pty Ltd is an authorised representative of Australian Unity Financial Planning Limited (ABN 26 098 725 145, AFS Licence No. 234459)
For more information contact:
Richard Smith
Phone: (07) 3839 9733
Fax: (07) 3832 1407
Email: richard.smith@hacketts.com.au

