About Hillman Morgan
At some point in your life, you’ll have to decide on whether you are going to take control of your finances or whether you are going to let your finances control you? Assuming you decided to take control, you are going to have to decide if you want to manage your money yourself, or seek professional advice and assistance from a qualified financial planner.
With the growing complexity in legislation and investment markets, it’s becoming increasingly difficult to make the right financial choices without professional advice and that’s where we come in.
Why not let us help you to make smart financial decisions?
Hillman Morgan is a professional Financial Planning and Mortgage Broking firm offering clients innovative financial and lending solutions. Our approach to financial planning takes a holistic view, considering your current situation, needs, goals and future objectives to help you make the most of your financial situation both now and long into the future.
We strive to develop relationships with our clients based on mutual trust and respect. Our aim is to ensure you feel comfortable with the advice given, its implementation and how their advice helps you achieve your financial goals and objectives.
We are a proud Australian owned company that employs local professionals in Toowoomba and Brisbane (and have done so for the last 13 years) who are passionate about achieving great results for clients, unlike many of our peers we don’t outsource our financial plan construction and nor do we outsource our back office offshore.
Advice we specialise in:
- Retirement planning
- Wealth management
- Investment planning
- Personal superannuation
- Self-managed Super Funds (SMSF)
- Small business advice
- Salary packaging
- Wealth protection
- Life, disability and trauma insurance
- Income protection insurance
- Estate planning
- Group insurance
- Company insurance (key-man, buy/sell etc.)
- Home loans
- Refinancing
- Investment loans
- First home buyers
- Construction loans
- Loans for renovations
- Debt consolidation
- Banking solutions
- Debt management
- Commercial finance