We treat people how we expect to be treated
If it isn’t simple to use, explain, understand or manage, it isn’t right for us or our clients
We lead our team, our clients and our industry
We are passionate about what we do and how we help our clients
We practice what we preach and persist against all odds and challenges we face
We never stop looking for and learning better ways to serve our clients
Hindsight can be one of the greatest teachers of all if acted upon. The fundamentals of sound investing have not changed in 100 years. If we learn from the lessons of investors that have gone before us we can take the necessary action needed right now, today, to look after and create wealth for our selves now and into the future. Hindsight is not about dwelling on the mistakes of the past, it’s not highlighting the “should have dones’”. Hindsight is bottled knowledge for us to use to educate ourselves and make better choices for ourselves and our family’s so we can live the life we want and deserve.
SOMEONE'S SITTING IN THE SHADE TODAY BECAUSE SOMEONE PLANTED A TREE A LONG TIME AGO.
- WARREN BUFFETT -
Our personal wealth management process allows us to understand your every need and gives you an opportunity to ask questions, learn more about your current financial position and see if we are the right team to support you.
SUPERANNUATION CONSOLIDATION
SUPERANNUATION INVESTMENT STRATEGIES
INVESTMENT OF EQUITY AND SURPLUS FUNDS
REGULAR INVESTMENT PLANS
LIFE INSURANCE
INCOME PROTECTION
TRANSITION TO RETIREMENT PLANNING
HOME LENDING VIA OUR TRUSTED PARTNERS
PREPARING FOR PARENTHOOD
PREPARING TO START A BUSINESS
ACCOUNTING VIA OUR TRUSTED PARTNERS
BUDGETING
BUSINESS INSURANCE
KEY MAN INSURANCE
BUY/SELL AGREEMENTS
PERSONAL INSURANCE
INVESTMENT PLANNING
STAFF SUPERANNUATION PLANS
STAFF FINANCIAL EDUCATION WORKSHOPS
LENDING VIA OUR TRUSTED PARTNERS
LIFE INSURANCE
INCOME PROTECTION
ACCOUNTING VIA OUR TRUSTED PARTNERS
I cannot speak highly enough of Daniel. He is and will continue to excel as a Financial Adviser because of his likeable Nature, Honesty, Integrity, Work Ethic and his efforts to ensure that his clients clearly understand their financial plan moving forward.
Allan Nunan
Excellent service and great advice to someone who was content to plod along. Thanks guys...
Susan Coburn
Meet the team that makes it all happen
Daniel, who has been in the financial services industry for more than 15 years, has a wealth of experience...
Daniel, who has been in the financial services industry for more than 15 years, has a wealth of experience in advising on superannuation, investments and insurance. Daniel believes his clients are part of his extended family and likes nothing more than seeing their financial successes. Outside the office, Dan is a passionate golfer and loves his quality time with wife Anna and son Leo.
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Liam, who has been in the financial services profession since 2007 after transitioning from being a practising radiation. Therapist,...
Liam, who has been in the financial services profession since 2007 after transitioning from being a practising radiation. Therapist, enjoys rolling his sleeves up and doing everything he can to understand the best financial strategies to financially secure his clients. Outside the office, Liam enjoys spending time with his family and getting the occasional round of golf in as well.
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Amy joined the Hindsight Wealth team in June 2017 and has been in the financial services profession since January...
Amy joined the Hindsight Wealth team in June 2017 and has been in the financial services profession since January 2015. Amy is passionate about providing protection for hard working families to ensure they have a safety net if the unthinkable were to happen. She enjoys establishing long lasting relationships with her clients to encourage financial growth. Outside the office Amy enjoys a busy life with her husband and two teenage boys.
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Andrew has had more than 10 years’ experience in the financial services industry and has over 4 years experience...
Andrew has had more than 10 years’ experience in the financial services industry and has over 4 years experience providing consulting services to the resource and mining industry. Andrew understands the importance of building strong relationships with his clients and providing advice that will ultimately lead to positive financial outcomes. Out of the office, Andrew enjoys fishing and camping with his family.
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Clinton joined the team in 2015. Clinton has a passion and keen interest in all aspects of financial services...
Clinton joined the team in 2015. Clinton has a passion and keen interest in all aspects of financial services and loves to assist clients in wealth creation and security by implementing a strategically based plan with all the mechanisms in place to reach their financial objectives. Prior to joining the team Clinton was in the Australian Army followed by a government role in protecting the Australian Borders, these career paths laid the foundations to appreciate the significance of honesty, discipline and teamwork. Outside of the office Clinton enjoys keeping fit and when the opportunity arises taking off for a holiday with the family.
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Kristy has been in the financial services profession for 9 years, and since becoming a Mum, has developed a...
Kristy has been in the financial services profession for 9 years, and since becoming a Mum, has developed a passion for helping other young families take simple steps to secure their financial future. Kristy believes that financial security is essential to a happy home, and is committed to helping her clients achieve this. Outside the office, Kristy cherishes her family time with her fiancé, Ryan, and son, Leo.
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Toby has been involved in the financial services profession for 9 years where he has focused on providing his...
Toby has been involved in the financial services profession for 9 years where he has focused on providing his clients with holistic financial advice. Toby enjoys sports, travelling and socialising with his wide circle of friends.
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Please get in touch to ask a question, have a chat or organise a coffee. We look forward to seeing you soon!
Want to say hi?
The Hamilton - Level 4, 33 Remora Road, Hamilton, QLD 4007
hello@hindsightwealth.com
07 3852 3025
www.hindsightwealth.com
