Site Map

In case you are having trouble navigating our website, we have included a comprehensive site map to help you.

• About Us
• Achieving your goals and objective
• Home
  • Site Map
• About
  • Ideal Client Profile
  • Key HFS Team Members
    • Anthony Stojan
    • Jamie Kelly
    • Nigel Hart
  • Our Commitment to You
  • Our History
  • Our Values
  • Professional Recommendations & Client Endorsements
  • Real Life Client Outcomes
  • What Makes Us Unique?
  • Who holds the AFS&CL?
• Our Services
  • Banking & Finance
  • Direct Property Advice
  • Financial Management & Analysis
  • Holistic Financial Advice
  • Other Services
• Advice Strategies
  • Financial Service Products
    • Superannuation
      • Retail Superannuation Funds
      • Self Managed Super Funds
    • Financial Products Overview
    • Managed Funds
    • Personal Risk Insurance
      • Risk Insurance Types
    • Share Portfolios
  • Tax Planning Strategies & Debt Management Solutions
• Engagement & Fees
  • Fee For Service
    • Example
    • Fee Structure
      • CSA & Cost Disclosure Statement
      • Fact Find & Client Snapshot Report – Current Position
      • Financial Review Fee
      • Implementation of Strategies & Implementation Fee
      • Initial Assessment Consultation
      • Ongoing Financial Review Service Fee
      • Statement of Advice and Review Presentation Fee
    • Guide to Hourly Rates
    • Other Service Fees
      • Casual Hourly Consultation Fee
      • Coordination of 3rd Party Advice
    • Our Transparent Fee Structure
    • Payment Options
  • Managing Your Engagement and Fees
  • Product & Service Commissions
• Advice Process
  • Client Analysis Software (CAS)
    • Client Analysis Software (CAS) Introduction
    • Risk Profile Analysis
    • Risk Management Matrix (RMM)
    • Net Asset Position and Consolidated Balance Sheet
    • Capital Risk
    • Taxation Position
    • Corporate & Tax Structures (CTS)
    • Strategic Asset Allocation
    • Banking, Financing & Gearing Analysis
    • Liquidity Analysis
    • Cash Flow Analysis
    • Personal Risk Insurance Analysis
    • Estate Planning Analysis
  • Financial Management & Advice Process
    • 9 – Implementation
    • 10 – Ongoing Financial Review Service
    • 1 – Initial Assessment Consultation
    • 2 – Fact Find Consultation
    • 3 – Gathering Supplementary Information
    • 4 – Analysis of Current Position
    • 5 – Client Consultation
    • 6 – Detailed Strategy Formulation
    • 7 – Advice Preparation
    • 8 – Client Presentation & Consultation
• Contact
  • Career Opportunities at HFS
  • Contact Us
  • Frequently Asked Questions
• Downloads
  • Financial Services & Credit Guide (FSCG)
  • Service Details & Fee Schedule
  • HFS’s AFS&CL
  • HFS’s Approved Product List (APL)
  • Glossary of Terms
  • Privacy Policy
• HFS Website Terms of Use
  • Disclaimer

If you would like further assistance, please Contact Us.