We believe our clients are best served by individualised wealth solutions.

HLB Mann Judd delivers a complete service offering for your financial well-being. Our personal wealth management team has specialists in wealth, personal tax, self-managed super funds, estate planning, debt advisory and personal insurances.

Our specialist advisers can help you to secure the best future for you and your family. Together we will work with you to build, manage and protect your finances.

Our services include:

Personal wealth

Looking to retire, or planning for the future? Our wealth management specialists will help you put strategies in place to secure your wealth for you and your family, including advising on and administering investment portfolios.

Personal tax

Structuring your personal and family tax matters can be confusing – what works best for others may not provide the best outcome for you. Our experts can help you put the best structures in place.

Self-managed super funds

Self-managed super funds (SMSFs) represent the most tax effective investment, wealth creation and estate planning structure available. Our team will help you to structure your SMSF for your unique needs.

Estate planning

A significant part of the overall wealth management process is to ensure that upon death, your wealth is passed on to who you want it to go to in an appropriate, tax effective and timely manner. Our specialists will help define the best course of action for you.

Debt advisory

Our advisers can provide expert debt financing advice for individual or personal needs including reviewing your financing structure and existing arrangements.

Insurance services

Your ability to earn an income during your working life is the biggest asset you have. HLB Insurance Services provides a professional advisory service to assist with a variety of insurance situations. Our strategic risk advice helps manage the financial impacts of personal disasters such as illness, injury or death.

Having all your personal wealth needs managed under one banner means no more explaining your personal situation to different service providers over and over again. Our team work together closely and will work to provide you the best solution to suit you and your family’s needs.


Making a Complaint
We endeavour to provide you with the best advice and service at all times. If you are not satisfied with our services, then we encourage you to contact us.

Please call us on +61 (0)2 9020 4000, send us an email pwm@hlbnsw.com.au or put your complaint in writing to our office addressed to Level 19, 207 Kent Street, Sydney NSW 2000 Australia. You can direct your complaint to your financial adviser or to one of our directors.

We aim to resolve complaints immediately. Where this is not possible, we will acknowledge the receipt of your complaint within 48 hours. We will then explain our process to resolve your complaint and tell you who will handle your complaint.

If you are not satisfied with our response after 30 days, you can lodge your complaint with the Australian Financial Complaints Authority. You can contact AFCA on 1800 931 678 or via their website www.afca.org.au. AFCA provides fair and independent financial services complaint resolution which is free to consumers.

Resources

Personal Wealth Adviser - Issue 1
Personal Wealth Adviser provides insights into what you should be doing today to help secure the future for you and your family. Download our inaugural issue which contains helpful articles from our debt advisory, estate planning, insurance, wealth management and superannuation advisers.