Wilson HTM Investment Group provides a comprehensive range of financial advisory solutions for your every need.

 

Financial Advisory and Planning Services

Whether you are starting out, growing your assets or considering retirement, your Wilson HTM financial adviser will develop, implement and manage tax-effective wealth creation solutions and ensure your personal investment plan suits your risk/return profile, financial objectives and future goals.

The Wilson HTM Investment Group difference

Wilson HTM Investment Group differentiates itself from other financial planning groups through:

  • The quality of our financial advisers;
  • 110 year plus history of investing and creating wealth for clients;
  • The ability to offer a range of investment products from a variety of fund managers;
  • An investment committee with independent representation from external asset consultants which reviews managed funds to determine the best funds available within each asset class;
  • The ability to recommend direct share investments where appropriate with the support of dedicated investment advisory and research divisions;
  • Strict compliance frameworks and a dedicated compliance team.

End of Financial Year – Are your finances in order?

The end of the financial year is approaching fast, so now is the time to consider your options in managing your investments before 30 June 2008.

By taking the time to review your investment performance, asset allocation and general overall financial situation for the year, our advisers could help you in making sure your financial affairs are in order.

To allow time to consider your options and implement strategies prior to 30 June contact your Wilson HTM Financial Adviser or alternatively call on 1300 655 015.

 

Wilson HTM Ltd is a Principal Member of the Financial Planning Association of Australia and the Securities and Derivatives Association of Australia and hold an Australian Financial Services Licence.