We believe our clients are best served
by individualised wealth solutions.

The HLB Mann Judd Sydney Wealth Management group is focused on your financial future.

Our experienced advisers are committed to increasing your wealth by designing an investment strategy and a portfolio tailored to your circumstances and future objectives.

We assist you to manage your wealth in an organised, efficient, tax effective and appropriate manner. Here’s how to make it happen…our services in outline;

1. Planning / Exploring

  • Initial workshop meeting to explore your financial situation, and consider objectives.
  • Gather together all structural details – tax structure, banking, insurance, personal details.
  • Prepare your Personal Wealth Plan.
  • Present, review, discuss.

2. Implementing

  • Implement the agreed plan.
  • Initial and ongoing investment advice and all transactions confirmed.
  • Liaise with other specialists, eg lawyers, bankers, insurance brokers.

3. Review: tweak

  • Quarterly report on your investment portfolio.
  • Annual review meeting – consider your financial goals, current investment prospects, and update planning tactics.

4. Ongoing service & advice

  • Ongoing – superannuation contributions and investment advice focused on building your investment wealth tax effectively.
  • Ensure – you are on track to achieve the objectives in your Personal Wealth Plan.
  • Access – your personal wealth adviser is readily available by phone or email.

Making a Complaint
We endeavour to provide you with the best advice and service at all times.

If you are not satisfied with our services, then we encourage you to contact us.

Please call us on +61 (0)2 9020 4000, send us an email pwm@hlbnsw.com.au or put your complaint in writing to our office addressed to Level 19, 207 Kent Street, Sydney NSW 2000 Australia.

You can direct your complaint to your financial adviser or to one of our directors.

We aim to resolve complaints immediately. Where this is not possible, we will acknowledge the receipt of your complaint within 48 hours. We will then explain our process to resolve your complaint and tell you who will handle your complaint.

If you are not satisfied with our response after 30 days, you can lodge your complaint with the Australian Financial Complaints Authority. You can contact AFCA on 1800 931 678 or via their website.


Resources

Managing personal finances during uncertain times
Past Webinar | With world markets in a volatile state, investors aren’t sure what they should be doing with their superannuation or their investments. This webinar provides general advice and assistance for those accumulating wealth and those living from their investments.