As you would have seen in our previous post we have a new Managing Director, Luke Goldsbrough, we also have a new team of financial planners in our office. Hub Financial are a financial planning company that have been operating in the Redlands for over 30 years.
We are excited to find that the people at Hub Financial have the same values as we do at Frederiks Accountants so we have decided to join forces to offer you all the financial help you require from planning your financial journey (at whatever stage in life you are at) to helping with your taxes.
Trish from Cleveland Financial Planners has now become part of Hub Financial so she’s still here to help our clients. She especially loves working with clients approaching retirement or who have retired and looking for re-assurance that they are on the right track to improve their retirement income.
As a mum and grandmother Trish understands the challenges families face on a day to day basis and has had lots of success in her,nearly 30 years of experience, with bringing better financial outcomes for families.
The two financial planners behind Hub Financial are Chris Reid & Graham Hutton and we are very happy to have joined together with them to create what we believe is the best financial team in the Redlands, let’s tell you more about them.
Chris has been helping clients achieve their financial goals since 2010. He loves to design wealth protection strategies, as well as structuring superannuation and retirement preparation that are easy to implement and that evolve as his clients circumstances change.
Chris takes pride in helping his clients create and protect their wealth and continually undertakes training to ensure he’s got the best skills to help his clients get the best results. He is also qualified in providing Self Manged Superannuation advice which many of our clients are interested in.
Graham has over 35 years of experience in the financial services industry. He provides highly personalised wealth creation and risk mitigation strategies to assist our clients to achieve their long term goals.
When it comes to business insurance and succession planning Graham is your guy! His strengths lie in analysing and providing solutions to protect the life risks faced by individuals, families and small businesses.
If you would like to see any of our three financial planners then why not book an appointment, as with Frederiks the first consultation is free. You can make a call on 3821 4900 or you can book an appointment online.