Hunter Partners are Financial Planners who offer services to Individuals, Businesses and Self-Managed Superannuation Funds (SMSF). These services are provided after we have gathered the required information from the prospective Investor(s) (or their representatives) and have established the Investor(s) Risk Profile(s).
Hunter Partners financial planner will make recommendations based upon the information gathered from the Investor(s) after considering their established Risk Profile(s), the recommendations will be provided to the Investor(s) in a Statement of Advice (SoA). If after reading and considering the SoA, the Investor(s) wish to proceed with the recommendations they need to sign the 'Authority to Proceed' contained in the SoA and provide the signed copy to Hunter Partners financial planner who will then proceed with the implementation of the recommendations made in the SoA.
InterPrac Financial Services Pty Ltd provide us with access to an extensive Approved Product List (APL) and we are able to use the products contained on this list to make recommendations to you. The areas in which I am able to provide advice are detailed in the lists below.