We are different from most financial advisers due to our proactive and hands-on approach.
HLB Wealth Management Wollongong holds its own Australian Financial Services Licence. This allows us to be flexible in the advice and services we provide.
Our highly qualified and experienced team, led by Paul Bottele, will guide you through all areas of investment, retirement, estate planning, self-managed superannuation funds and insurance requirements.
How we help clients
Our team take the time to understand your individual situation to provide you with the advice and services you need to help build, manage and protect your hard-earned wealth.
We believe we differ from our competitors because we are:
- Advisory-based, not product sale focused
- Not commission dependant – our fees for investment advice are charged on a fixed fee determined by the professional time spent on your individual matter
- Experienced chartered accountants and business advisers in Wollongong which ensure you are getting advice that considers all aspects of your business and personal wealth.
HLB Wealth Management (Wollongong) Pty Ltd trading as HLB Mann Judd Wealth Management (Wollongong) holds an Australian Financial Services Licence (AFSL 418747), which has been issued by the Australian Securities and Investments Commission (ASIC).
As a licensee we are required to comply with the obligations of the Corporations Act and the conditions of our licence. This includes the need to have adequate compensation arrangements in place with a Professional Indemnity insurer for the services that we provide.
HLB Mann Judd Wealth Management (Wollongong) is owned by the partners of HLB Mann Judd (Wollongong) and HLB Mann Judd SMSF (Wollongong). Our focus is the client’s best interest and we are advisory focused.
- Financial Services Guide – HLB Wealth Management (Wollongong) Pty Ltd
- Financial Services Guide – HLB Wealth Management (Shellharbour) Pty Ltd
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, send us an email or put your complaint in writing to our office. 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.