Our professional staff include accountants, certified financial planners and are customer focused. We have special expertise in retirement and pensions. We are independent of Banks, Retail Funds and Industry Funds, so can offer you truly unbiased solutions. No matter the size of your retirement nest egg, we have strategies to maximise your income and quality of life.
“HIS Retirement Solutions identified key areas for improving our retirement lifestyle. We feel our decision to go with them was a success”
Trevor & Anne - Burwood
Once you are happy and have authorised our engagement, we get to work on the implementation process and your regular income stream begins.
In addition to regular meetings HIS Retirement Solutions monitors key performance indicators daily and discuss
adjusting strategies with you as needed.
“HIS Retirement Solutions delivered everything they promised. We are very satisfied with their service, approach and friendly nature!”
Peter & Karen - Mornington
We identify your risk profile and based on the results of our assessment interview, we put together a financial plan strategy to realise your retirement goals.
HIS Retirement Solutions meets with you to conduct a comprehensive appraisal of your retirement needs and goals.
Copyright © HIS Retirement Solutions
ALL RIGHTS RESERVED.
Free CONSULTATION
+61 3 8610 6404
Harmoney Financial Pty Ltd t/as HIS Retirement Solutions
Corporate Authorised Representative 1240460 of
Ipraxis Pty Ltd AFSL 329337
Level 3, 480 Collins Street, Melbourne VIC 3000 AUSTRALIA
+61 3 8610 6404