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HLC Financial Solutions is a corporate authorised representative and its consultants are also authorised representatives of Financial Wisdom Ltd, the holder of Australian Financial Services Licence number 231138. HLC Financial solutions currently chooses to specialise in risk insurance and wealth protection strategies and has access to a wide range of products from many underwriters.
Your initial appointment with one of our qualified Financial Planners gives you the opportunity to get to know each other and for you to provide some basic information that will help assess your financial situation.
Your Planner will initially review your current financial situation, to determine your risk insurance and wealth protection needs and goals. They will take into consideration vital factors such as taxation, superannuation and government legislation. They will consider the economic environment and place all of this into your own personal context - including your preferred timeframes and acceptance of risk.
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