Quality Advice for a financially secure retirement

Introduction to HNW PLANNING

HNW Planning provides financial planning advice to help achieve financial and lifestyle objectives.

HNW Planning is privately owned and operated, located at East Gosford on the Central Coast of NSW. Our client base stretches across the country in both regional and metropolitan areas.

HNW Planning holds an Australian Financial Services License (AFSL) and is a Principal Member of the Financial Planning Association (FPA). The Principal, Robert Cumming, is a degree qualified Certified Financial Planner (CFP) and a Self Managed Superannuation Fund Specialist Adviser (SSA) through the Self Managed Superannuation Funds Professionals Association of Australia (SPAA).

HNW Planning is also a Full Member of the Mortgage & Finance Association of Australia (MFAA) and advisers are Accredited Mortgage Consultants.

HNW Planning specialises in giving advice to pharmacists and dentists. Our experience has built a significant familiarity with issues relevant to these professions and to small businesses in general. We have particular skills in assisting high income individuals and high net worth family groups.

Retirement Planning & Strategies / Estate Planning / Self Managed Superannuation Personal Insurances / Debt Management / Ethical Investment / Investment Advice & Strategies / High Net Worth Specialisation / Corporate Advice / Industry Specialisation


AFSL License Number 225216