At HPartners, our focus is on helping you to successfully invest for your future. We recognise that every client is different with different investment needs, so we tailor individual solutions. However, every tailored solution is built on a solid investment framework and core philosophy.
Rhonda joined HPartners in 2001 as a personal assistant to Dean and she is now the practice manager. Prior to HPartners, Rhonda spent 14 years working as an office manager in Toowoomba and the Gold Coast.
The HPartners group will be closed for business today, Thursday 25th of April. We will remember them.
The latest collaborative study from Commonwealth Bank and the Melbourne Institute at the University of Melbourne sheds light on the financial challenges and aspirations of Australians, offering invaluable insights for everyone looking to improve their financial health.
Swipe through to explore key findings- do they relate to your financial journey?
#financialwellbeing #AustralianEconomy #FinancialJourney #FinancialHealth
Stay ahead in the financial world with our March 2024 Economic Snapshot!
Our latest report unpacks a strong month across global markets, with Australian REITs shining bright. Discover key investment trends and get insights on market dynamics shaping your investment landscape.
Embrace informed decisions as we break down complex economic data into actionable knowledge. Ready for a glimpse into the future of investing? Explore our full economic update now at bit.ly/4aYC2Nq.
#economicsnapshot #MarketTrends #InvestmentInsights #hpartners
The upcoming Division 296 tax on super balances over $3 million calls for strategic financial planning. Set to apply from 1 July 2025, it introduces an extra 15% tax on earnings above this threshold.
Understanding your Adjusted Total Super Balance (ATSB) is key, as is reconsidering asset allocations and estate planning implications. For high-balance fund members, staying informed and seeking professional advice is crucial. Let’s prepare for these changes together.
Read more: bit.ly/3P3BNbx
Ever wondered if you can receive multiple payouts from different insurance policies? Our latest article sheds light on the intricate details of Life, TPD, Critical Illness, and Income Protection Insurances. Here’s what you need to know: bit.ly/3Vixmxo
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