We're here to help you navigate every step of your financial journey! Reach out to our friendly team anytime, and let us know how we can assist you in achieving your goals.

Hive Financial Planning

Wealth Creation

Through personal and thorough investigation, we are able to assist you to recognise your core and big picture goals and objectives, then create bespoke recommendations tailored to meeting these goals over the medium and long term.

Investment Advice Rockhampton, Yeppoon, Capricornia, Emerald, Central Highlands, Queensland

Investing

It is critical that you are comfortable with the strategy employed in your wealth accumulation.

Hive Financial Planning tailor’s portfolios to meet your specific risk profile and provide education to ensure financial knowledge grows to suit your growing portfolios.

We provide advice around investing in direct share portfolios, managed funds, exchange traded funds and seperately managed accounts.

Life, Disability, Trauma, Critical Illness, Injury, Income Proteciton, Investment Advice Rockhampton, Yeppoon, Capricornia, Emerald, Central Highlands, Queensland

Personal Insurance

From building your career to starting a family or buying a home, it is important that you protect the life you have planned.

Our two greatest assets are our ability to earn an income and our family. It is imperative that we protect both of these throughout our working lives.

Hive Financial Planning is passionate about finding the right balance between protecting wealth and accumulating it.

Superannuation

Superannuation is a powerful and tax-effective strategy to assist with wealth accumulation.

Purposeful and strategic use of superannuation is complex, and it is imperative that this important wealth generating vehicle is maximised for your benefit.

Self-Managed Superannuation

As an accredited SMSF specialist advisor we are able to provide advice on the establishment or wind-up of a Self-Managed Superannuation Fund.

We firstly work with you to determine if a SMSF is the right fit. We can then work with your existing accountant or introduce you to an accountant in our network. Once the fund is ready, we can provide ongoing support to ensure it remains compliant and functions smoothly.

Retirement Planning

Preparation is the key to a successful retirement and should be at the centre of all financial recommendations.

What does your retirement look like?

Hive financial planners are very skilled in working with you to develop your retirement goals and we have assisted hundreds of clients to achieve retirement incomes and lifestyles, previously thought out of reach.

Estate Planning

Estate planning is crucial for securing your family's future. It's more than just writing a will; it's about protecting your assets, caring for loved ones, and ensuring your wishes are fulfilled.

A Hive financial adviser can guide you through this complex process by creating a tailored plan to assist with organising your finances, creating tax-efficient estate plans, planning for future generations and ensuring alignment between your Financial Goals and your Estate Plan.

Aged Care

If you or a loved one is in need of care,

we can provide specialist financial planning that addresses the impact of aged care on pensions, tax, cash flow, and estate planning.

Our financial advice will provide you with a clear path forward through the complex aged care fee structure.

We will educate you on the financial steps required for entry into a nursing home, and will analyse and cost the various options available to you.

Our aim is to ensure you are fully informed before making a final choice, so that you and the family are empowered to make better financial decisions.

CONTACT US

Phone
Email
Mail

Address

07 4863 5745
hive@hivefg.com.au
PO Box 40
Rockhampton Qld 4700
Level 3 / 130 Victoria Pde
Rockhampton Qld 4700