Hilary draws on over a decade of experience, working exclusively with wealthy families, medical specialists and successful business owners.
Hilary believes the best client-advisor relationships are built on communication, trust and specialist knowledge. She is particularly passionate about holistic wealth management as a means to ensuring superior outcomes can be achieved for her clients and their family across investment, structuring, tax, estate planning, risk insurance, retirement planning, philanthropic endeavour and intergenerational wealth transfer.
Areas of Expertise
- Intergenerational Wealth Transfer: Considering multiple strategies to preserve wealth for the client and their beneficiaries.
- Asset Allocation: Combining strategic, tactical and dynamic asset allocation to ensure client’s long term objectives are met within their appropriate risk tolerance.
- Portfolio Management: Ongoing monitoring of client investment portfolios to ensure objectives remain achievable against evolving market risks and opportunities.
- Wealth Creation and Protection: Understanding and modeling of a client’s projected asset position and future income/expense needs, to provide a quantitative framework to ensure strategies remain appropriate and on target.
- Superannuation: advising trustees of self-managed super funds and members of corporate funds on the appropriate investment selection and investment strategy.
Specialist Knowledge Areas
- Financial Planning
- Cash and Deposit Taking
- Life Insurance
- Managed Investments
- Aged Care
- financial planning
- life insurance
- Investment and Superannuation
- Aged Care
Memberships & Qualifications
- Representative of Pitcher Partners Wealth Management (RG146 qualified)
- Masters of Applied Finance (Kaplan)
- Certified Financial Planner CFP® (FPA)
Services & Specialisations
Pitcher Partners Wealth Management, based in Brisbane, is an investment advisory practice ...Discover More
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In an increasingly complex and regulated environment, engaging the right professionals to ...Discover More