02 4365 2554

Professional/Business Owner

HNW Planning Representatives can assist professionals and business owners in this stage of life with a wide range of services, including:professional

Testimonials from this life stage

  • No-nonsense approach works for us

    We first met Gayle McKew when she was our financial adviser about eight years ago. At the time she was working for another organisation. We sought the services of this company because we needed to manage our monthly budget and we were looking for ways to maximise the use of our income. What my wife and I liked about Gayle was her no-nonsense approach to telling us when we were over spending and losing sight of our long-term goals. Sometimes this advice is hard to hear, but Gayle never shirked this responsibility.

    Gayle left this group about four years ago due to disagreement with the management of clients’ funds. Recently we also decided to leave this company because we were not happy with how our projections were looking, nor with their increase in monthly fees. The combination no longer represented value for our hard earned money.

    Having had such a good relationship with Gayle we returned to her for advice, which is always given in the best interest of the client. With Gayle we are now about to refinance our home loan and are keenly looking forward to getting back on track with our financial growth. With the last group we were locked into their preferred banking institution and we were limited in our income producing options. With Gayle and HNW Planning we are about to finance at a much lower interest rate and are discussing much broader options for the short and long-term future.

    I happily recommend Gayle McKew to you as a financial adviser because I believe her knowledge is up to date with current trends. Her knowledge in financial matters is vast, yet she continues to develop professionally by attending available seminars and investment options presentations. Gayle is open and honest with her discussions with us whilst making sure she helps us to focus where we are going with what we have. Gayle continues to plan our investment approach based on our comfort level and our changing short-term needs without losing focus of our ultimate goal.

    – Eddie and Deanna Leeon, June 2014
    A testimonial for Gayle McKew
  • Efficient, knowledgeable and trustworthy

    I have been a client of HNW Planning since 2002. Throughout the time I have known Rob and his HNW Planning team, I have found them to be efficient, knowledgeable and trustworthy. They have been able to help me manage my investments and minimise the effect of taxes. I can recommend Rob and HNW Planning to anyone who wants to secure their future financially

    – Dr Les Thean, Dentist
    A testimonial for Robert Cumming
  • Assistance with Investment Property

    We have no hesitation in recommending Mr. Tan Pham of HNW Planning. Without his advice we would not have achieved what we wanted. Since our 1st visit with Tan, we were kept fully informed of the purchase of the investment property, in loan approval and alternative approaches to satisfy the requirement of the lending facility. All queries were dealt professionally and in a courteous manner.

    We are grateful for all of his assistance and the hard work he has put into our investment project. We were impressed that the matter was resolved to our favour in such a timely manner. The negotiation, the skills and experiences Tan has are well worth mentioning. Without it, we would have lost our stance in the legal system. Tan, we thank you for your assistance and the quality of work you have provided.

    – Kim (Specialist Engineer, Holden) and Tina (Social Worker), Oakleigh South, Vic
    A testimonial for Tan Pham

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