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Hemmingway Financial

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Trading for 11 years

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About Hemmingway Financial

Hemmingway Financial is your local Bundaberg financial planning specialist. We'll help you make informed decisions regarding your money and grow your wealth through robust financial strategies. We understand that financial products are described in terms that are often hard to understand. Hemmingway Financial clears up the confusion and gives you the run-down on financial matters in plain English. Finally, you can get financial advice in Bundaberg without the jargon. Book a face-to-face appointment with one our friendly specialists and you'll see your financial situation in a clear light. For trustworthy financial advice when it comes to retirement planning, superannuation, personal risk insurance, wealth accumulation and investment advice, our consultants are a Bundaberg resource you need to tap into. We have financial strategies to suit every budget and every situation. Visit our Bundaberg office or give us a call today. We service Bundaberg and surrounding areas including Childers, Hervey Bay, Maryborough, Gin Gin and Agnes Waters.

Products

  • All Financial planning services

Services

  • Financial planning

  • Retirement planning

  • Insurance advice

  • Face-to-face client appointments

  • Easy jargon-free language

  • Cash flow and budget planning

  • Superannuation products

  • Retirement products

  • Investment products

  • Insurance products

  • Personal risk insurance

  • Investment planning

  • Strategic and asset allocation

  • Self-managed super funds (SMSF)

  • Wealth protection

  • Debt management

  • Aged care

  • Estate planning

Reviews

4.7 rating

3 reviews

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2

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JB

Jamie Boyce

4 years ago

Jo has helped me to better understand the chaotic world of finance and has put me on the pathway to becoming financially independent and secure. Would recommend Hemmingway Financial to all my friends and family.

LS

Liz Schmidt

6 years ago

A great company, with great service ! Very helpful, would highly recommend them !

N

Nicholas

7 years ago

For trustworthy and reliable financial planners, Hemmingway Financial is the company to go with. They understand every situation is different and will help you make great decisions for your money growth with great advice and the ability to explain everything so that it is easier to understand. They are highly recommended.

Location

2A/245 Bourbong St, Bundaberg West QLD

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Amenities

Ways to Pay

  • cash icon

    Cash

  • eft icon

    EFT

Licences

  • B.Acct, Dip FS (FP)

  • SMSF

  • AFP

  • FPA Committee Member

  • AMPFPA Member

  • Authorised Representative and Credit Representative of AMP Financial Planning Pty Limited

Frequently Asked Questions

Why do you need to do a written statement of advice (financial plan)? Can’t you just tell me what I should do verbally?

The financial services industry has changed over the years and it has become very compliance orientated and heavily regulated. Financial Planners are not usually allowed to give verbal personal advice. Personal Advice usually needs to be given in the form of a written recommendation, also known as a Statement of Advice (financial plan).

Can’t I just leave my superannuation to my friend if I die?

No, you cannot leave your superannuation to your friend unless you have drafted a Will (and stated this specifically in your Will) and nominated that your superannuation be paid to your Estate upon your premature death. There are certain people who are allowed to be superannuation beneficiary recipients under SIS legislation.

Hemmingway Financial

4.7