Hub Financial Advice
About the Business
Welcome to Hub Financial Advice, located at 128 Shore Street North, Cleveland, Australia. We are a comprehensive financial institution offering services in accounting, establishment, finance, insurance agency, and more. Our team of experts is here to guide and assist you in making well-informed financial decisions to take control of your financial journey.
No matter where you are in life, whether you're just starting out, purchasing a home or investment property, looking for cashflow and budgets, or planning for retirement, we can provide professional and personalized advice to help you achieve your goals.
At Hub Financial Advice, we have the knowledge, experience, and access to the latest tools and resources to ensure you make the best decisions for your personal situation. Our financial planning practice is located in the Redlands on Brisbane's Bayside, making it convenient for our clients.
Financial planning can often be complex and confusing, which is why it's important to know when to seek professional advice. Check out our financial planning advice tool on our website, which identifies different life events and how financial planning can assist you on your journey.
It's never too early to start planning your financial journey. Whether you want to grow your savings, buy your first property, or start an investment portfolio, starting early will set you on the path to financial success.
If you've recently bought your first home, started a family, or made significant changes in your life, it's time to think about maximizing your financial situation and protecting your loved ones. Our team can provide guidance and support in making the most of your financial resources.
One of the most common questions we receive is about retirement planning. By working with a financial adviser, you can make the right investment and savings choices to ensure a comfortable retirement. Our experts can help you navigate the complexities of retirement, including maximizing Centrelink benefits, reducing debt, and accessing income streams.
Superannuation is not just for retirement. Our advisers can assist you in selecting an appropriate superannuation fund and customizing investment options to align with your specific goals. It's never too early to start thinking about your superannuation.
At Hub Financial Advice, we understand the importance of risk management and protecting your family's future. We offer peace of mind by preparing families for future uncertainties and protecting their lifestyle and income. Don't forget to insure the most important things - yourself and your lifestyle.
If you're considering investing, our team can help point you in the right direction. With numerous options available, such as property, managed funds, and shares, we will assist you in choosing investments that align with your goals and objectives.
Retirement planning can start at any age. The sooner you start planning, the more comfortable and stress-free your retirement will be. Our advisers are here to assist you on your journey to meet your retirement goals.
If you want more control over your superannuation, a Self-Managed Superannuation Fund (SMSF) may be the right choice for you. You can even invest in properties or direct shares using your superannuation. Speak with our team to explore this option further.
Estate planning is not just about having a will. It's an opportunity to distribute your estate as per your wishes, protect family assets, and minimize tax. Our experts can guide you through the estate planning process.
Reducing tax payments is a common goal for many individuals. Speak with our advisers to explore tax minimization strategies associated with your investment and wealth protection plans.
Aged care can be a challenging and stressful experience. We offer aged care financial advice to help you determine the best strategy for your situation. Making the right decisions is crucial, and our team can provide the guidance you need.
Hub Private Wealth Pty Ltd ATF The HUB Unit Trust T/A Hub Financial Advice is a Corporate Authorised Representative of MAISON Financial Group Pty Ltd. We are committed to providing excellent service and expert advice to help you achieve financial success. Contact us today to start your financial journey.
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Location & Phone number
128 Shore Street North, Cleveland, Queensland 4163, Australia
Hours open
Monday:
8:30 AM - 5:00 PM
Tuesday:
8:30 AM - 5:00 PM
Wednesday:
8:30 AM - 5:00 PM
Thursday:
8:30 AM - 5:00 PM
Friday:
8:30 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"Chris was very helpful at a very stressful time. He helped rearrange our finances and set up a suitable income stream as my husband who has dementia needed to go into permanent care. He helped with all aspects including Superannuation and Centrelink. He responded to any queries that I had promptly and was very knowledgeable but very friendly and supportive as well. I would definitely recommend him."
"We have been dealing with Chris Reid from HUB Financial for a number of years and have always found him to be a great help with our Financial and Superannuation requirements. Chris is a very friendly and Professional advisor and we would recommend him and his team very highly."
"The HUB took over from the previous broker I was with and has assisted me with great personal, business and policy advice for both current and future demands. Very professional in their handling of mine and my spouses finances and policies. From the out set we both thought their work ethic was commendable. I would recommend them to anyone without reservation. Regards P & F Day."
"Kirsty at Hub Financial has been an absolute pleasure to deal with from the very get-go. Her professionalism and attention to detail is second to none, and was able to keep the discussion within the realm of easy understanding for a somewhat financially naive client. I found the experience prosperous, enjoyable and enlightening and would absolutely recommend to anybody for their financial direction."
"We have been dealing with Hub Financial for many years, Both when we had our business and now personally. We have always found their customer service outstanding Chris Reid is absolutely brilliant he goes above and beyond to help us with all our insurance policies, superannuation and wills. Chris always follows through and keeps us updated with everything that going on and continually giving us advice in these hard times right now."
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