Any advice and information on this website is general only, and has been prepared without taking into account your particular circumstances and needs. Before acting on any advice on this website you should assess or seek advice on whether it is appropriate for your needs, financial situation and investment objectives.
Hogoz Pty Ltd trading as Hervey Bay Financial Planning (ABN 53 100 530 685) is a corporate authorised representative of Politis Investment Strategies Pty Ltd (ABN 71 106 823 241). AFSL 253125. The financial planners of Hogoz Pty Ltd trading as Hervey Bay Financial Planning provide financial advice as authorised representatives of Politis Investment Strategies Pty Ltd.
Hogoz Pty Ltd trading as Hervey Bay Financial Planning (ABN 53 100 530 685) is a corporate authorised representative of Politis Investment Strategies Pty Ltd (ABN 71 106 823 241). AFSL 253125. The financial planners of Hogoz Pty Ltd trading as Hervey Bay Financial Planning provide financial advice as authorised representatives of Politis Investment Strategies Pty Ltd.
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Corporate authorised representative (AR Number 440697) of Politis Investment Strategies Pty Ltd; and. The financial planners of Hogoz Pty Ltd provide financial advice as authorised representatives of Politis Investment Strategies Pty Ltd. (AFSL#253125 :ABN 71 106 823 241 ). Drew Stephenson is a director of Hogoz Pty Ltd and an authorised representative (AR Number 000490698) of Politis Investment Strategies Pty Ltd.
Retirement planning is one of the smartest financial moves you can make. The right financial plan will help you live the lifestyle you've worked hard for-well past your last pay cheque. Retirement should be one of the most exciting times of your life: a time when you get to fulfil all the ambitions your busy working life kept getting in the way of.
Financial advice means different things to different people, depending on their needs and goals. Whether it's getting your affairs in order to optimising your existing investments, to taking advantage of new opportunities, getting advice from a qualified financial expert can help you achieve your goals sooner, and with more confidence.
We provide a full range of risk insurance products including life insurance, Total & Permanent Disability Insurance and income protection insurance. We utilise insurers providing premium products selected to meet your specific needs. Whether you're a young single or managing a busy family, having the right insurance provides great peace of mind.
Estate planning is the process of arranging for your assets to be dealt with, after death, in accordance with your wishes while minimising the impact of stamp duty, tax and administration expenses. Effective structuring of your business and investments during your lifetime is an integral part of any estate plan.
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