Are You Just an Asset on Someone Else’s Balance Sheet?

The recent wave of acquisitions in the financial services industry has left many advisers feeling like pawns in a game of corporate chess.

These mega-mergers, often driven by a thirst for market share and cost-cutting, rarely consider the impact on the very people who drive the industry’s success – financial advisers.

Suddenly, the culture you thrived in, the support network you relied upon and the cost to serve your clients is met with uncertainty. You’re left with little say in the matter, wondering how these changes will impact your practice and, ultimately, your clients.

But there are alternatives.

HFA is a privately owned, boutique licensee built by advisers, for advisers.

We have a dedicated team of business and administrative support staff ready to assist you. Our advisers have told us they’ve enjoyed significant improvements in efficiencies as a result of less red tape, meaning more time in front of their clients.

Please click to learn about our top quartile service proposition: the offering

What are our fees? That’s an important piece of the puzzle, isn’t it? At HFA, we believe in full transparency. Our fees start at just $12k per annum. Click on the link here to read about our highly competitive fee structure.

The ultimate compliment is from your network of advisers who entrust you as their licensee. Please read what one of our advisers has to say below!


I look forward to a confidential discussion to learn more about your business, and how HFA can help you. Please call me on the number below or drop me a line to my email address today.

Best wishes, Peter.

Peter Thompson

Head of Advice Distribution

03 9917 5686 | 0401 181 388
Level 11, 2 Queen Street Melbourne VIC 3000

AFSL 517666 | ACL 480542

Click here to schedule a meeting