Financial Planning Services – HOC Private Wealth

Strategic advice is the cornerstone of securing a sound financial future. At HOC Private Wealth, we pride ourselves on providing our clients with high-quality advice, tailored to your unique circumstances.

We aim to help you to simplify your finances, navigate the roadmap towards financial freedom and build wealth in the long term. We’ll use our expertise in wealth management to collaborate with other professionals such as your tax agent or solicitor for a holistic approach.

To map out the best financial plan for you, we get to know your financial goals, lifestyle, and what you want your money to do for you. Then, we create a practical plan to get you there.

HOC Private Wealth provides advice on the following areas (click each of the below to find out more):

• Investments & Wealth Accumulation
• Superannuation (incl. self-managed super funds)
• Cashflow and debt management
• Retirement Planning
• Government Entitlements
• Estate Planning

Lisa Papachristoforos is an experienced and award winning adviser with over a decades experience within the financial planning industry. As a consistent finalist in annual SMSF Adviser of the Year awards, Lisa continues to be recognized for achieving the highest standard within the Australian marketplace.

Hughes O’Dea Corredig Private Wealth Pty Ltd t/a HOC Private Wealth (ABN 22 653 089 500) is a Financial Planning Company that is a Corporate Authorised Representative (Australian Financial Services Authorised Representative No. 1293259) of Capstone Financial Planning Pty Ltd (AFSL License No. 223135). Lisa Papachristoforos is a Sub-Authorised Representative of Capstone Financial Planning Pty Ltd (Authorised Representative No. 1247043).

To discover how HOC Private Wealth can help set you on the right path toward a secure financial future, contact us today on (03) 9375 4286.

IMPORTANT INFORMATION*

Licensee

Capstone Financial Planning Pty Ltd
Level 1, 607 Bourke St, Melbourne VIC 3000
Ph: 1300 306 900 | Email: info@capstonefp.com.au | www.capstonefp.com.au