Hillross Horsham & Geelong in Horsham, Victoria | Investment bank

Hillross Horsham & Geelong

Locality: Horsham, Victoria

Phone: +61 3 5381 1951

Address: 20 McLachlan St 3400 Horsham, VIC, Australia

Website: http://www.hillrossfp.com.au

Likes: 785

Add/Update information

Reviews

Tags

• Financial planner
• Bank
• Investment bank

25.01.2022 Dear Valued Clients, Please be advised that we will be closed on Monday the 8th of June and we will be back in the office on Tuesday the 9th of June. We hope you enjoy your Long Weekend. Kind Regards,... The Team at Hillross Horsham & Geelong See more

23.01.2022 Happy birthday Penelope! We hope you had a lovely day in the sunshine. . . . .... #hillrosshorsham See more

21.01.2022 John has been given the fantastic news that he has passed the FASEA exam. Well done John, we are very proud of you!

21.01.2022 A message for the Hillross Horsham clients.

21.01.2022 We hope you all have a safe & happy Easter!

21.01.2022 a staggering amount of superannuation is lost and unclaimed every year! Utilising your MyGov account to complete a super search will not only tell you if you have lost super but can assist you to compile them into one fund. . . . .... #hillrosshorsham #superannuation #taxtime2020

20.01.2022 Thank you to all our clients for being understanding and supportive during this time.

19.01.2022 Here is some Monday motivation! #hillrosshorsham #budgeting

18.01.2022 Being strict on yourself will pay off in the long run - keep working towards your goals!

18.01.2022 If you hold AFIC shares in your portfolio you might find this of interest... https://www.informedinvestor.com.au//AFIC-discusses-the-ch

16.01.2022 Thank you for your understanding, our clients are our #1 priority. We will keep you updated with new details for the event in the future.

16.01.2022 This is a great article sourced by Richard! It is very interesting how we interpret our financial data and the way it makes us feel. . . . .... . #hillrosshorsham #finance #behaviouralfinance #investing See more

16.01.2022 Happy birthday Emma! We hope you have a wonderful day

15.01.2022 Happy Mothers Day! Be sure to spoil your mum today, they certainly deserve it

15.01.2022 A message for the Hillross Geelong clients.

14.01.2022 We have had 2 office birthdays this week! Happy belated birthday to Abby & happy birthday Dannae. Love your Hillross family.

13.01.2022 WE DID IT! As a team, we completed the MS May 50K Challenge. Together we ran, rode & walked a total of 1,222.76 kms

13.01.2022 Our office will be closed on Monday the 2nd & Tuesday the 3rd of November. We hope everyone has a great weekend!

13.01.2022 End of Financial Year is just around the corner! Now is a great time to start preparing, this checklist will help you get started. https://www.amp.com.au//manage-my-money/checklist-for-end-

13.01.2022 Happy Birthday Brendan! We hope you have a great day and enjoy your special birthday cake and platter!!

12.01.2022 Having a Power of Attorney in place is an important step in your journey to Financial Freedom. This video gives an insight on what a Power of Attorney is and how it can benefit you! . . . #estateplanning... #hillrosshorsham #financialfreedom https://youtu.be/KYhIZVxnPW4

12.01.2022 COVID-19 - Hillross Share Market Update Dannae & Richard share some insight into the share market

12.01.2022 A HUGE congratulations to Dannae for graduating from Deakin University with her Bachelor of Commerce majoring in Finance and Financial Planning. Your Hillross family is so proud of how hard you have worked and how determined you have been with your study. We look forward to watching you continue to grow in your career.

12.01.2022 END OF FINANCIAL YEAR Being organised for tax time will ensure that your return will be accurate and will prevent delays for finalising your return.

10.01.2022 END OF FINANCIAL YEAR Our final reminder for our End of Financial Year series is to check the amount of contributions you have made to ensure that no caps are breached.

10.01.2022 We hope you are all staying safe & healthy during this time. We have a couple of reminders for our Geelong & Horsham clients.

09.01.2022 The Government has released changes for superannuation, see what they are below!

09.01.2022 Aww, arent our advisers big softies Happy Valentines Day!

09.01.2022 Today we celebrate 5 years of Montana in the Hillross Horsham office! Thank you so much for your constant hard work and entertainment in our office - we can always rely on Montana for our daily laughs! Montana plays an important role in our Client Services Team and is also our marketing guru; handling all of our social media and client seminars. We cant wait to watch you continue to grow over the coming years

08.01.2022 Some clever hacks to help you save your money! We love the 30-day rule. https://www.amp.com.au//how-to-trick-yourself-into-saving-

08.01.2022 WITHDRAWING FROM YOUR SUPERANNUATION When considering if you should access your super funds to make ends meet you should consider the impact it will have on your retirement savings. Withdrawing super funds now means an investor is selling part of their portfolio in a depressed market and giving up the benefits of eventual recovery in investment markets. You will also be reducing your retirement savings by forgoing future compound interest. The table below compares the potenti...al withdrawal impacts at different ages. The calculations below are for a balanced multi-asset managed fund containing a mix of equities and fixed income, with an average net return of 6% p/a. This post contains information that is general in nature. It does not take into account the objectives, financial situation or needs of any particular person. You need to consider you financial situation and needs before making any decisions based on this information. Source: https://www.vanguardinvestments.com.au//withdrawals-add-up

07.01.2022 Happy Birthday John! We hope you have had a great day. . . . .... #hillrossgeelong See more

07.01.2022 This week we had two Hillross birthdays - Happy Birthday Sophie & Dean!

07.01.2022 To our valued clients, We hope you are keeping safe & healthy. We are still closed for face to face appointments, however, we are available for appointments via telephone or Zoom. Please be advised that we are altering our opening hours over the winter months. Our office hours are as follows. This change is effective as of today.

07.01.2022 OFFICE UPDATE From 5pm Wednesday the 5th of August, we will be closing our front door to the public. Our clients & staffs health is our number one priority and we would like to do everything we can to support our community. The office phone and email will be available during our normal office hours. We have welcomed the use of new technology like Docusign and Zoom and we encourage our clients to utilise these during this time. ... Please stay safe and healthy and continue to carry out the guidelines that are in place. Our office phone number is 5381 1951 and email address is [email protected] Kind Regards, The Team at Hillross Horsham

07.01.2022 We hope you have a great long weekend celebrating our beautiful country!

06.01.2022 This May, a team of us from Hillross are challenging ourselves to run/walk/cycle 50kms (some have upped theirs to 100 & 200!) throughout the month to raise funds for life-changing multiple sclerosis research. Help us kiss goodbye to MS! https://www.themay50k.org/fundraisers/hillrosshorsham

04.01.2022 Dear Valued Clients, We hope you are all well and staying safe during this time. Today, it was brought to our attention that our telephone system has been experiencing some issues. We understand that when calling the office, the dial tone would ring numerous times before reaching our office. ... We have had this issue resolved today and our telephone system is back to normal. We would like to apologise if you tried calling the office recently and did not receive a prompt answer or if the phone rang out. Rest assured, everything is now back up and running efficiently! If you have any further questions, please do not hesitate to contact our office on - 03 5381 1951 or send us an email - [email protected] Kind Regards, The Team at Hillross Horsham

04.01.2022 END OF FINANCIAL YEAR Over the next 5 days, we will be sharing some reminders for the End of Financial Year. Our reminder for Day 1 is to reassess your financial goals. While you are gathering your information and preparing your tax return, it is a good chance to review your needs and objectives. ... Seeing your income vs your expenses for the year is also a great way of seeing if you are on track to one of our top saving tips saving more than you spend!

03.01.2022 END OF FINANCIAL YEAR If you were or have been working from home within the Financial Year, you may be entitled to the Working from Home Deductions.

02.01.2022 END OF FINANCIAL YEAR Our Day 2 reminder for the End of Financial Year is about Pay Summaries. You may not receive a paper-based summary this year as these are now available electronically.

02.01.2022 A congratulations is in order for our advisers in the Horsham office who have received the fantastic news they have all passed the FASEA exam!

01.01.2022 We just wanted to remind you that you are doing really well given the circumstances! R U OK? Day reminds us to connect and check-in with our loved ones if they are struggling. This year emphasises that there is more to say after R U OK? You dont have to be an expert to keep the conversation going when someone says theyre not OK. By knowing what to say you can help someone feel supported and access appropriate help long before theyre in crisis, which can make a really posit...ive difference to their life. . . . #ruokday2020 See more