Why Join HNW Planning

Our Track Record

With a strong track record as a boutique licensee, HNW Planning has, through continuous improvement and refinement, established an opportunity for you to take your financial planning business to the next level.

HNW’s service offering is built around a foundation of ongoing education and continuous improvement, combined with the flexibility of an extensive approved list. This flexibility allows each business to develop its own specialisations, characteristics and value propositions for its clients.

The freedom to grow and develop is supported by the fact that HNW Planning is independent of any institutional ownership or influence. Our focus remains on the delivery of quality of advice to our clients rather than the distribution of in-house products.

If taking the next step and growing your business is high on your agenda, please contact us

or HNW Financial Planner Application Form

See how HNW Planning can help you build the business you always aimed for.

What's new and available to help HNW Financial Advisers deliver better business strategies?

HNW Planning has developed a new on-line adviser portal that will allow it's advisers to:

  1. Update contact details online - address, phone, email, etc...
  2. Access commissions information - received, but not paid and historical.
  3. Complete online assessments set by HNW Planning and product providers.
  4. Update and maintain CPD points.
  5. Record any compliance requirements such as complaints, conflicts of interest.
  6. Access reports regard scheduled or completed compliance reviews and breaches.
  7. Submit and manage cases direct to our adviser support team that will quickly resolve problems and questions.
  8. Access HNW Planning's knowledge base that contains articles regarding many areas of financial planning - from procedures to legislation references.
  9. Access financial adviser calculators to model financial outcomes for a client, given a particular scenario (superannuation, insurance, etc...)
  10. Download templates, agreements, financial services guides.
  11. Online storage of important financial planning documents and files.
  12. Provide feedback that will be forwarded directly to our IT support who will evaluate the feedback and action it appropriately.
AFSL License Number 225216