Financial Planning

At Hudson Financial, financial planning encompasses much more than superannuation and the latest investment products. We provide a holistic approach, tailoring personal strategies to help you enhance – and protect – your wealth.

Our Approach

Like you, we're not interested in a "one size fits all" approach. We offer considered advice appropriate to your individual or business' financial goals and objectives and we focus on strategies and advice – not sales.

Hudson Financial advisers dedicate significant time to develop a thorough understanding of your personal circumstances before working with you to conceive appropriate financial strategies and solutions. Only then do we consider which products will best achieve your desired outcomes.

Our Services

We offer a comprehensive range of financial planning services, focusing on:

  • Investment advice
  • Retirement planning
  • Personalised wealth creation strategies
  • Tax advice
  • Estate planning
  • Wealth protection advice

Financial Advice Fees & Pricing

Hudson Financial Services is a "fee for service" planning practice, charging on an hourly basis for the time required to provide you with financial advice. Your initial consultation with us is free of charge and we discuss our fees in detail with you before you commit to proceeding with a financial plan or advice.

We do not charge any trailing or product-related commissions, and where a product has commissions in-built, we will rebate 100% of these back to you. To ensure peace of mind and accurate budgeting, we will always provide you with a quote for any advice or service to ensure you are happy with the cost before we proceed.

Our Licensee - Meritum Financial Group Pty Ltd

Hudson Financial Services advisers are authorised representatives of the Meritum Financial Group Pty Ltd (Australian Financial Services License No: 245569). Established in 2004, Meritum is a boutique financial planning group which has expanded rapidly to offer a presence in most Australian states (www.meritum.com.au).

Click here to download Meritum's Financial Services Guide (PDF).

Appointments

If you would like more information on how we can help you further or would like to talk with one of our Financial Advisers, please give us a call on (02) 9411 5322 or via email on info@hudsonfinancial.com.au and we can arrange a convenient time.