Real Life Client Outcomes

Real Life Client Outcomes

Below are real life outcomes from clients who have engaged Harts Financial Solutions as their Private Wealth Pilot.

These guys really know their stuff. In conducting a financial review of our situation, they found that my accountant had not claimed our family trust super contribution of $200,000 as a deduction in last years tax return. This meant that we paid around $53,000 more tax than we should have. I was very happy to get the tax refund from the ATO!

- Business Owner, West Perth, WA

What a refreshing change from transactional planners! Their advice process has given me the clarity of my situation that I could never have achieved on my own. I now use their strategic plan as my master plan which guides all my advisers to stay focused on my goals."

- Individual, Swanbourne, WA

Before I engaged the services of HFS, I was advised to run my business as a partnership. The business was growing quickly and I didn't think there was much value in financial advice. After their initial financial review of my situation they restructured my business affairs which resulted in personal tax savings of $102,000 per year for my wife and I. I have advised my business partner to have a chat to them!

- Business Owner, Quinns Rocks, WA

I am very skilled in running my business but when it comes to managing risks and investments outside of my business, this requires a different set of skills that I simply don't have. So that I can remain focussed on growing my business I engaged the services of Harts to look after everything else. Its like having your own personal CFO. I value their advice and they are now an integral part of my inner circle. I now have a clear plan in place to achieve my goals.

- Business Owner, Cottesloe, WA

I already had all my personal risk insurances in place so thought that it would be a waste of time having Nigel review my situation. The review showed that just by restructing the ownership of my policies I would save $5,108 in tax per year, plus $7,200 in cashflow and $81,000 in tax in the event of a claim. That meant that all their advice was effectively paid for out of the tax savings alone. Thanks Mr. Rudd.

- Business Owner, Hillarys, WA

One area where Harts really stands tall in the industry is the level of transparency in their business. I like to research companies before meeting with them and I was very impressed with the depth of information available on their website. I really felt that they had nothing to hide.

- Individual, Churchlands, WA

If you would like to make an obligation free appointment to meet with one of our Senior Financial Advisers, please Contact Us.

To view Professional Recommendations and Client Endorsements – Click Here.