Get the most from your super. A Hostplus financial planner licensed by Industry Fund Services Ltd (ABN 54 007 016 195, AFSL 232514), can help you explore your options for investments, contributions, and more. Achieve your financial goals with Hostplus.
Hostplus financial planners licensed by Industry Fund Services Ltd (ABN 54 007 016 195, AFSL 232514), are passionate about helping you achieve your financial goals. Situated across Australia, Hostplus financial planners are here to support your efforts to retire on your terms. Not close to a regional centre? Chat online or give us a call. Together we can build the retirement you've earned.
A financial planner has specialist knowledge. They’ll help you explore:
Your planner will want to ensure they are giving you the right advice. That means they will need to know more about you and your current financial situation. Before your appointment, complete a ‘Needs Analysis Guide’ to give them a quick snapshot of your situation. Also remember to bring along any financial documents you have as they may be useful.
Dive into goal-setting and fact-finding
Your financial planner will chat with you about your needs so they can learn more about you and your finances. Their job is to get a full picture of your financial habits, to give you a summary of what it will take for you to achieve your goals.
You'll be presented with advice and a full financial plan. The plan will detail your planner’s strategies and recommendations to help you achieve your goals. You’ll also have the opportunity to discuss any questions you may have.
Once you’re happy with the proposed plan, your financial planner can help you put it into action and start making some changes to your financial situation.
Just because you've got your plan doesn't mean you're on your own. Instead, once you’ve put your financial plan into action, your financial planner will monitor and review it regularly. They want to make sure it keeps up with the changes in your lifestyle and circumstances.
Hostplus financial planners are licensed by Industry Fund Services Ltd, ABN 54 007 016 195, AFSL 232514.
They share a dedication and passion for helping people like you learn to manage your money better. They believe you can make smarter choices with your super and of course achieve your financial goals no matter how big or small: you just need a little guidance.
Prabath has a Bachelor of Commerce from the University of Melbourne and is a Certified Financial Planner®.
He has over 11 years’ experience in the Financial Planning industry helping a broad spectrum of clients at various stages of life. His approach is to clearly understand the lifestyle goals of his clients and devise strategies that help his clients make informed financial decisions to achieve those goals. This is consistent with his fundamental belief that effective financial planning is all about achieving your desired lifestyle.
Prabath provides advice on superannuation, retirement planning, taxation planning, insurance and risk management, investment and wealth creation strategies as well as Centrelink strategies to members. Prabath’s great passion is travel and spending time with his young family and his financial plan is structured to pursue these passions. He enjoys helping his clients pursue their passions through effective planning.
Bahar has a Bachelor of Business in Financial Planning from RMIT University and is a Certified Financial Planner®.
She has over 12 years' experience in the financial services industry and provides tailored advice in wealth creation, pre and post retirement planning, Centrelink entitlements, personal insurances and taxation planning.
Bahar enjoys taking the time to really get to know the person in front of her and to then be apart of the journey towards helping them achieve their personal goals and objectives through both efficient and effective financial planning.
Anthony has a degree in business majoring in accounting and an Advanced Diploma of Financial planning and is a Certified Financial Planner®.
His first position was at Macquarie Investments in adviser services after which he spent six years in London working for Schroders Investment Bank, Gartmore, Citibank, Bank of New York and Merrill Lynch.
Anthony has 14 years' experience in a wide range of financial services and has been a financial planner for four years with Industry Fund Services Ltd. He enjoys working with members to improve their financial situation and the busy nature of his role.
Matthew holds a Bachelor of Commerce from the University of Tasmania, is a Certified Financial Planner® and has been in the financial services industry for over 16 years.
Matthew has been with Hostplus for over eight years, and provides tailored financial planning solutions including, but not limited to, investment advice, pre & post retirement planning, personal insurance strategies, Centrelink advice, estate planning, and importantly how to get the most out of your super for your retirement.
Matthew enjoys being able to inform clients that they can achieve their goals, and specifically informing members that they can retire comfortably. Matthew is based in our Hobart office, and travels to meet with our northern based members in our Launceston office. On a personal note, Matthew has lived in Tasmania his entire life, is married with two daughters, and is a keen renovator and sports fanatic.
Kelvin has been providing high quality advice to the people of Perth for over 12 years. He has built his reputation on trust and integrity and by focusing on his members best interests in order to help them through their journey to retirement and beyond.
He provides high quality advice for members on superannuation planning, pre-retirement and post-retirement pension strategies, salary sacrifice advice, investment planning and advice, personal insurance advice and wealth creation.
His passion and motivation is to help members make smart decisions with their money so they can actually thrive in retirement not just survive. He focuses on keeping things simply for members and making it easy for them to understand and follow. He holds an Advanced Diploma of Financial Planning.
Let his experience and passion help you on your journey to retirement.
1 Hostplus has partnered with Industry Fund Services Limited ABN 54 007 016 195 AFSL 232514 to offer access to licensed financial planning services.