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Your call with HPH is booked.
Watch the example video below, then use the practical topics to prepare questions for your call.
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Practical topics for your call
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How ongoing advice works
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Questions about financial products
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Working with your accountant
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What happens after the call
Reviews
What clients say
“Paul and I feeling more secure about the financial side of things just gives me an overall sense of relief. I think the last meeting that we had with the guys, I actually cried, because I was so just happy with how everything was going. I was so appreciative of everything they had set up for us. It didn't just happen immediately. It's been built on over the few years we've been together. It's a big deal for us.”
“As we get older, we get more anxious. I'm anxious about my health and I'm anxious about the future of the world, but I'm not anxious about my money, that's taken care of, and hopefully it goes well enough that my kids get a benefit at the end of it all. But we're not worrying about that, that's in play. I can worry about chipping and putting. I can worry about a very bad slice if I get one. That's what I want to worry about.”
“They were very patient with us and took the time to get to know us first. That's what encouraged us to keep coming back. We like being valued by them. We like being respected by them. We like being informed by them. We like being treated as intelligent, able-bodied people in this conversation. And at the same time, recognising that we don't have their expertise or their knowledge of the intricacies of the superannuation legislation and those sorts of things.”
“The transition period from full-time work to retirement can be really tough for a lot of people. But for me, it's just given me this freedom that I never really had before. I have no debt and I'm able to really do the things that I want to do. If it wasn't for HPH, I don't know. I think I'd still be worried about money.”
“I have to admit at first I didn't know what to expect. I thought it was going to be a bunch of spreadsheets and number-crunching, but it was refreshing when I came into HPH for those first couple of appointments and it was more based around what we valued as a family, and figuring out what made us tick and what our goals were going to be, and then making a plan from there.”