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

HLB Mann Judd Sydney delivers a comprehensive range of services to support your financial well-being. Our personal wealth management team includes specialists in wealth management, personal tax, self-managed super funds, estate planning, debt advisory and personal insurances.

How we help clients

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 - Whether your planning for retirement or your financial future, our wealth management specialists will help you strategies in place to secure wealth for you and your family. This includes advising on and administering investment portfolios.
  • Personal tax - Structuring your personal and family tax matters can be complex, and what works for others may not yield the best outcomes for you. Our experts will help you establish the most effective tax structures for your personal or family situation.
  • Self-managed super funds (SMSFs) - SMSFs represent the most tax effective investment, wealth creation and estate planning structures available. Our team will help you to structure your SMSF to meet your unique needs.
  • Estate planning - A significant part of wealth management is ensuring that, upon death, your wealth is passed on to your chosen beneficiaries in an appropriate, tax effective and timely manner. Our specialists will help guide the best course of action for you.
  • Debt advisory - Our advisers offer expert advice on debt financing for individual or personal needs, including reviewing your current financing structures and existing arrangements.
  • Insurance services - Your ability to earn an income during your working years is the biggest asset you have. Our professional insurance advisory services assist with a variety of insurance situations. Our strategic risk advice helps you manage the financial impact of personal disasters such as illness, injury or death.

 

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 5, 10 Shelley 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.

 

Personal Wealth Adviser

Personal Wealth Adviser

Issue 12

This personal wealth publication provides information on wealth, superannuation, estate planning, tax planning and personal insurances.

Read more

This personal wealth publication provides information on wealth, superannuation, estate planning, tax planning and personal insurances.

Read more

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