HNW Planning Representatives can assist young families in this stage of life with a range of services, including:
- Debt Management
- Finance (Lease and Hire Purchase)
- Financial Planning
- Personal Insurances
Testimonials from this life stage
Plan for a future
HNW Planning has helped me to grow my net worth with diverse investments outside of pharmacy, manage my tax affairs effectively, and plan for a future that doesn’t involve working 6 days a week!– Andrew Topp, PharmacistA testimonial for Robert Cumming
Professionalism and Customer Service is Second to None
I migrated to Australia with my family in July 2012 & it has been a difficult, stressful and emotional time. One thing was made easier however with the transfer of my NHS pension being handled by Colette and her team at PTS. The process began before we left the UK and has continued to run smoothly since our arrival here with Colette keeping me informed at all stages through to the funds being received and invested. With complex issues, deadlines and tax minefields to name a few I was very happy to hand the transfer over to the professionals. I would have no hesitation in recommending Colette and PTS for pension transfer services, their professionalism and customer service is second to none.– Kirsten Wild, Registered Midwife, St John of God HospitalA testimonial for Colette Pieniazek
Steven Smith’s proactive approach
Steven has always taken a proactive role in managing my financial affairs. He has assisted my family and I with financial planning, personal insurances and loan arrangements.
He is regularly in contact with me to discuss changes that may have arisen in my personal circumstances that may impact on my financial situation and then considers these changes against my personal/financial goals and objectives.
I have always found him to be of good character and I would have no hesitation in recommending him for all matters concerning your financial affairs.– 32-year-old male with wife and young children (name withheld)A testimonial for Steven Smith