Welcome to Hindsight Wealth. Can we help you with you with any of
these key areas of your finances?
We proactively help our clients consolidate, invest, manage and grow their super funds.
When was the last time your super fund adviser had a coffee with you?
We help our clients choose the right investments to achieve their goals.
Do you think your current investments will provide for the life you want to live?
We ensure our clients have the right cover in place to protect what’s important to them.
If something happened today and you could never work again, could you or your family survive financially?
We work with business owners to safeguard their business from unexpected events.
Would your business survive if one or more of the owners could no longer help run it?
Download our WEALTHFIT App
Hindsight Wealth has its very own app called WEALTHFIT. By downloading wealthfit to your phone, you will have at your fingertips quality information, insights and tools to help manage your finances.
Download WEALTHFIT from the following app stores:
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
WALK OUR TALK
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 -
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
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
This is where we work in the background to put a strategy together that will help you achieve your financial goals
Once we have prepared your strategy, we meet to discuss the strategy and mold it until it is just right for you
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
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.
HERE IS WHAT WE CAN HELP YOU WITH
INDIVIDUALS & FAMILIES
SUPERANNUATION INVESTMENT STRATEGIES
INVESTMENT OF EQUITY AND SURPLUS FUNDS
REGULAR INVESTMENT PLANS
TRANSITION TO RETIREMENT PLANNING
HOME LENDING VIA OUR TRUSTED PARTNERS
PREPARING FOR PARENTHOOD
PREPARING TO START A BUSINESS
ACCOUNTING VIA OUR TRUSTED PARTNERS
KEY MAN INSURANCE
STAFF SUPERANNUATION PLANS
STAFF FINANCIAL EDUCATION WORKSHOPS
LENDING VIA OUR TRUSTED PARTNERS
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.
Excellent service and great advice to someone who was content to plod along. Thanks guys...
COMPOUND INTEREST CALCULATOR
S&P/ASX 200 Market Activity
Meet the team that makes it all happen
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.
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.
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.
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.
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.
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.
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.
Allen joined the Hindsight Wealth team in 2015, bringing with him a wealth of small business experience. Having owned...
Allen joined the Hindsight Wealth team in 2015, bringing with him a wealth of
small business experience. Having owned and successfully grown a pharmacy for
more than 10 years, Allen is passionate about assisting his clients with both their
business and personal finance goals. Outside the office, Allen enjoys spending time with his family and travelling.
Janelle has been in the financial services profession for over 10 years and has enjoyed forming long and mutually...
Janelle has been in the financial services profession for over 10 years and has enjoyed forming long and mutually rewarding relationships with her clients as they build their financial wealth. Janelle is devoted to her grandson Leo and can be found relaxing on her back deck watching the sun go down with a nice glass of bubbles.
Adviser Assistant - Bianca joined our team in late 2014, taking on the roll of Daniel Jone’s Assistant /...
Adviser Assistant - Bianca joined our team in late 2014, taking on the roll of Daniel Jone’s Assistant / Boss. B is currently studying a Bach. of Commerce at the University of Queensland where she is in her 2nd year. She has a passion for the financial services industry and enjoys helping our clients wherever she can. Outside the office she is an adventure junkie.