We are different from most financial advisers due to our proactive and hands-on approach.
The wealth management team at HLB Mann Judd Wollongong holds its own Australian Financial Services Licence, which allows us to be flexible in the advice and services we provide.
We 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.
How we help clients
We believe we differ from our competitors because we take an advisory-based approach rather than focusing on product sales. Additionally, our team is made up of chartered accountants and business advisers in Wollongong, ensuring you receive advice that considers all aspects of your business and personal wealth.
Our highly qualified and experienced team, led by Paul Bottele, will guide you through all areas of wealth management including:
- Investment
- Retirement and estate planning
- Superannuation and SMSFs
- Insurance requirements.