Our Services

Our Services

As a valued client of HBM Advisers you will have 3 service offering packages that will be discussed with your financial planner and decided by you on the level of services you require by HBM Advisers.

The service packages are:

Private Client Program – minimum fee $300.00 per month

For those of you with a complex and pro-active financial strategy, this service is designed to include all the assistance you require to make your financial life easier. Together we will re-assess your strategy regularly and ensure you have the most appropriate portfolio structure for your individual circumstances and objectives. It means that you do not need to worry about monitoring your portfolio as we check it on a regular basis and won’t bother you with unnecessary information or hassle. We recommend this service for all people who have a comprehensive financial plan.

This program includes:

  • Your relationship with HBM Advisers Pty Ltd will be managed by a Senior Financial Planner of the company so you benefit from the highest level of experience and wealth of knowledge.
  • A dedicated Client Service Officer will be made available to you so that you have a specific contact point for any queries in relation to the provision of services
  • A Portfolio and Strategy Review meeting twice a year minimum or as required
  • An investment review twice a year minimum and continuous re-balancing. This ensures that your portfolio stays in line with your investment strategy and is reviewed in conjunction with any changes in the investment landscape
  • Provision of monthly investment portfolio valuation reports and transaction summaries
  • Access to your Adviser with queries in relation to your strategy, investments and insurances and to assist you in considering financial decisions as they arise (this aspect of our service enables you to call to discuss any financial or personal lifestyle situation for which you may need advice, a “sounding board” or a second opinion)
  • Access to a team of experienced and qualified professionals researching the constantly changing markets and legislation to ensure your investment choices are suitable for your needs
  • Proactive contact on investment ideas, strategies, opportunities and legislative changes as appropriate
  • An invitation to premium client events with key note speakers to keep you informed of market performance and topical issues
  • Our quarterly newsletter

Active Client Program – minimum fee $200.00 per month

Our Active Client Program is designed for clients who require an annual review service. Together we will re-assess your strategy and ensure you have the most appropriate portfolio structure for your individual circumstances and objectives through meetings and reviews as detailed in the program below. Our program means that you do not need to worry about your portfolio.

We recommend this service for:

  • Your relationship with HBM Advisers Pty Ltd will be managed by your Adviser so you benefit from the highest level of experience and wealth of knowledge.
  • A dedicated Client Service Officer will be made available to you so that you have a specific contact point for any queries in relation to your provision of services.
  • A Portfolio and Strategy Review meeting once a year.
  • An investment review once a year minimum and continuous re-balancing. This ensures that your portfolio stays in line with your investment strategy and is reviewed in conjunction with any changes in the investment landscape.
  • Provision of monthly investment portfolio valuation reports and transaction summaries.
  • Access to your Adviser to answer any queries you may have in regard to your strategy, investments and insurances.
  • Our quarterly newsletter

Passive Client Program – minimum fee $150.00 per month

Our Passive Client Program is designed for clients who monitor their own investments and financial strategy.

This program includes:

  • An offer of when you should consider a review of your investment strategy
  • Access to our Client Service Team to assist with the management and administration of your investment.
  • An investment review and ongoing re-balancing. This ensures that your portfolio stays in line with your investment strategy and is reviewed in conjunction with any changes in the investment landscape
  • Our quarterly newsletter
  • Quarterly valuation reports