Financial Planning

Financial Planning 2017-10-11T10:31:28+00:00
We are very pleased to have an association with a boutique financial planning service, located within the Hoffman Kelly premises, provided by John Spooner and Kurt Grainger.

John Spooner has a Bachelor of Business with an Accounting Major, is a Certified Practising Accountant and has a Diploma of Financial Services (Financial Planning). Prior to establishing HKS Financial Planning, John was a planner with Suncorp Financial Planning. During this time John won “Best Financial Planner” (a national award as voted by Suncorp clients).  Suitably, John has a long standing relationship with the directors of Hoffman Kelly.

As a client of Hoffman Kelly, you now have a unique opportunity to take a holistic approach to plan your financial arrangements.

In order to maximise wealth creation at all stages of life, it is vital that the functions performed by Hoffman Kelly with regards to Accounting and Taxation are performed cohesively with the Financial Planning services relating to Investment, Superannuation, Retirement and Insurance.  We are ideally placed to provide the best possible service in this regard due to the synergies we can offer in all of the above areas.

It is our aim to offer the most comprehensive and cost effective solutions to your financial needs with the Accounting and Financial Planning services tailored to your individual situation.

We invite you, as an existing client of Hoffman Kelly, to use this opportunity to arrange a complimentary, obligation and cost-free consultation with HKS Financial Planning.

Click HERE to contact HKS Financial Planning 

Contact us now to see how we can help?

We are pleased to offer an initial (no obligation) consultation in which we review existing structures & processes and provide recommendations to enhance and optimise tax outcomes, asset protection

book now