Jon is an Experienced and Knowledgeable Financial Advisor offering professional and comprehensive advice and is ready to work with you to ensure you and your family’s financial future.
Jon is a certified Financial Adviser with a Bachelor of Business and Diplomas in Applied Science and Financial Advising. After 17 years working with ANZ, Jon made the decision to start his own Financial Planning Company, HNX Financial Planning, offering people a place of expert knowledge, ethical behavior, accountability and professionalism, with the emphasis on ‘Making the Complex Understandable’.
Over the past 18 years, Jon has worked and built lasting relationships with clients based on Trust, Guidance, Comfort, Understanding and Support. As Money is such a personal topic and intimidating to many people, Jon feels it is vitally important to establish a great relationship with your advisor.
Jon thrives on helping his clients establish Financial Security and peace of mind. As a financial Planner, Jon’s main goal is to help you make well informed decisions on what type of investments are right for you. He also emphasizes on the need to adjust investment plans as your goals and needs change, providing support in difficult times. Jon will always listen to your concerns and needs, share all information about potential investments, including benefits, risks and tax issues and treat your financial goals with the utmost care, interest and professionalism.
At HNX Financial planning Jon will always offer sound advice, never choosing short term gains for clients at the cost of an unacceptable risk always ensuring you are comfortable, making sure to invest in accordance with your budgets but beliefs as well. He also implements quality advice in areas relating to Wealth Creation, Superannuation, Retirement planning, Personal Insurance, Aged care and Estate Planning. He also particularly specializes in Centrelink and Aged pension advice, assisting with applications and ensuring his clients are receiving the maximum Centrelink benefits.
Jon feels being placed in such a position of trust is a privilege and looks forward to working with you as your trusted advisor, ensuring that you have a comprehensive understanding of our advice and that you have complete confidence that HNX Financial Planning is your financial partner of choice.