About Highland Financial
"I have found the quality and accuracy of information provided to be excellent and delivered in a timely manner"
When taking financial advice or seeking the guidance of a financial planner, you absolutely must have confidence that your decisions are based on sound, accurate and relevant information.
After all, it's your mortgage, super, investments and family's future at stake.
A team of independent financial planners and consultants with in-depth product knowledge and access to a diverse range of financial instruments underpins Highland's personalised financial planning service. We understand our clients; their circumstances, needs and objectives; and provide personalised wealth creation and tax minimisation strategies to satisfy their goals.
"You conduct your service in a manner that is of the highest integrity and professionalism"
We've been in business long enough to see unscrupulous investment advisers and insurance & mortgage brokers make a killing from directional selling of commissionable financial services that are not appropriate to their clients' needs.
That's not how we operate.
Highland Financial's outstanding reputation continues to grow by enhancing our clients' ability to make genuinely informed decisions towards a more secure financial future. The company is licensed under Charter Financial planning (part of the global AXA group) and subscribes to a rigorous code of ethics in delivering a broad range of integrated services based on each client's unique needs.
"Thorough in all advice provided, you have gone beyond the normal call of duty to get the best results and solutions on my behalf"
Our client portfolio includes executives and companies along the length of Australia's east coast.
We help in personalised services such as wealth creation and tax minimisation, as well as family financial planning and income & asset protection.
For businesses, we specialise in risk management and revenue protection strategies as well as customised benefit programs to protect business owners and ensure continuity of finances in unforeseen circumstances.
Don't risk it.
Protecting your assets and growing your wealth are probably the two most important personal or business strategies you could have; whether in times of plenty or more uncertain.
Speaking with a well-connected professional, ethical and hard working financial services consultancy is a great first step towards success.
