Wealth Creation Done Differently

We help our clients exceed their financial goals so that their risk is managed while creating a lasting legacy which has a greater impact on the lives of their family.

What We Do

We don't just focus solely on trying to out perform the market. Instead we focus on what really matters to you, so that you can achieve your goals.

Investment

We will make sure you are getting the right return from your investments matched to your risk profile and wealth goals.

Education

We can create a plan for your children’s future education. Don’t wait until the first year of school before thinking about how you are going to fund it.

Income Protection

Protect the stuff that really matters, your income. Speak with us about the importance of income protection. Ask yourself, what does my life look like without the income I’m earning.

Mortgages

Need assistance getting finance, we can create a plan to get you on your way. For those with mortgages, let us review your loans with the view to save you money.

Insurance

We work to ensure you have the right level of cover and are paying an appropriate premium with the right provider. Ensure you are covered, Life/TPD and Trauma can protect you and your family.

Estate Planning

Get your estate planning matters in order. We can bring together and manage this process for you and your family. Ensuring your Wills, Power of Attorney and wishes are in place.

Retirement Planning

If you’re wondering how much wealth you will have at retirement, how long your wealth will last or need a strategic plan to better your position, HTA Wealth can assist.

Superannuation

We will ensure your superannuation is providing the right return matched to your personal investment strategy and risk profile.

HTA Advisory

Accounting & business advisory

With a full range of Accounting, tax and business advisory services customised to assist in the growth and development of your business. We work closely with you and develop plans to meet specific goals and objectives. We call it ‘outcomes by design’ and it means you make informed decisions that help you grow your business.

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HTA Finance

We do more than just find you the right loan

Over the last few years the lending landscape has changed so immensely that keeping our clients abreast with everything finance has become our priority.  Taking a holistic approach to your lending needs is at the top of our list, with our Advisory and Wealth channels in mind.

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Impressed with their pro-active approach and appetite for solving our problems...

Jack McLean-DolphinDirector - Norgate McLean Dolphin