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ABOUT US

REAL PEOPLE

We treat people how we expect to be treated

SIMPLICITY

If it isn’t simple to use, explain, understand or manage, it isn’t right for us or our clients

LEADERS

We lead our team, our clients and our industry

PASSIONATE

We are passionate about what we do and how we help our clients

WALK OUR TALK

We practice what we preach and persist against all odds and challenges we face

INNOVATORS

We never stop looking for and learning better ways to serve our clients

WHY HINDSIGHT?

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.

GET IN TOUCH

Office environment

SOMEONE'S SITTING IN THE SHADE TODAY BECAUSE SOMEONE PLANTED A TREE A LONG TIME AGO.

- WARREN BUFFETT -

HOW WE WORK WITH YOU

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.

We meet for a coffee and informal chat to find out about you, your goals and how we may be able to help
INTRO
If you liked us after our intro meeting, we meet again to educate you on financial fundamentals and get some detailed info about your position
DISCOVERY
This is where we work in the background to put a strategy together that will help you achieve your financial goals
STRATEGY
Once we have prepared your strategy, we meet to discuss the strategy and mold it until it is just right for you
COLLABORATE
If you are happy with the strategy we have worked on together, we will take action to implement it and ensure everything is in place
ACTION
We will work together to review and alter your strategy as needed to make sure you are on track. We’ll also spend more time helping educate you and have some fun along the way as well.
GROW

HERE IS WHAT WE CAN HELP YOU WITH

INDIVIDUALS & FAMILIES

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 OWNERS

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

What our clients have to say

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    

COMPOUND INTEREST CALCULATOR

Interest Calculations

S&P/ASX 200 Market Activity

OUR TEAM

Meet the team that makes it all happen

Founders
Daniel Jones
Daniel Jones

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 Price
Liam Price

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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Advisers
Amy Nicholls
Amy Nicholls

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 O'Brien
    Andrew O'Brien

    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 Edwards
    Clinton Edwards

    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 Collins
    Kristy Collins

    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 McKay
    Toby McKay

    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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    Client Services
    Brittany Olsen
    Brittany Olsen

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      OUR PARTNERS

      Cornerstone Law Offices

      C & C Professional Accountants

      JPK Accountants

      YOUR NEWS

      Get stories and updates from our team on all things finance

      3 things you may have forgotten to plan for in retirement
      • Uncategorized

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      Economic Update: January – March 2020
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      By admin  /  April 14, 2020
      The first quarter of 2020 will forever be remembered for delivering one of the greatest health and economic shocks of...
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      5 ways to benefit from record low interest rates
      • Uncategorized

      5 ways to benefit from record low interest rates

      By admin  /  January 24, 2020
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      Financial Advice, Royal Commission and You
      • Uncategorized

      Financial Advice, Royal Commission and You

      By admin  /  January 24, 2020
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      Four financial resolutions to kick start your new year
      • Uncategorized

      Four financial resolutions to kick start your new year

      By admin  /  January 24, 2020
      The dawn of a new year sees many people setting new year’s resolutions such as losing some weight or giving...
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      The benefits of investing in yourself
      • Uncategorized

      The benefits of investing in yourself

      By admin  /  January 24, 2020
      A growing number of Australians are choosing to return to study as mature-age students. Perhaps caught in the hamster-wheel of...
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      Financial advice is not the same for everyone
      • Uncategorized

      Financial advice is not the same for everyone

      By admin  /  June 24, 2019
      Financial planning. That’s for people with lots of money to invest, isn’t it? Not necessarily. Sure, investment planning is an...
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      Is the insurance in your super fund adequate?
      • Uncategorized

      Is the insurance in your super fund adequate?

      By admin  /  November 22, 2017
      If you’ve got super you probably have some life insurance included. It’s an easy way to get a basic level...
      Read More

      3 things you may have forgotten to plan for in retirement

      Retirement can be an exciting phase in your life. But all the recent changes to superannuation bring with them lifestyle and financial issues you need to be aware of as …

      Read more

      Have a plan – just in case

      It’s an old saying but it will be forever true – “the only constant in life is change”. Whether it’s due to economic downturns (like a global pandemic), new technology …

      Read more

      The upside of a market downturn

      Most people view share market downturns as unequivocally bad events. Suddenly, hard earned savings aren’t worth as much as they were yesterday. It seems as if our money is evaporating, …

      Read more

      Economic Update: January – March 2020

      The first quarter of 2020 will forever be remembered for delivering one of the greatest health and economic shocks of all time. The economic damage was an inevitable consequence of …

      Read more

      Download wealthfit to stay updated

      What is your perception of a financial planner

      3 years ago

      Someone just told me they can't invest their money because they only have $5000 #NOTtrue

      6 years ago

      If you aren't doing this now, do yourself a favour. http://t.co/lTxoMlEzLI

      7 years ago

        CONTACT

        Please get in touch to ask a question, have a chat or organise a coffee. We look forward to seeing you soon!

        Give us a call

        Want to say hi?

        The Hamilton - Level 4, 33 Remora Road, Hamilton, QLD 4007

        hello@hindsightwealth.com

        07 3852 3025

        www.hindsightwealth.com

        Send us a message

        Hindsight Group Pty Ltd (ABN 88 168 442 528) t/a Hindsight Wealth is a Corporate Authorised Representative of Affinia Financial Advisers Limited - ABN 13 085 335 397 & AFSL 237857

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