Making a Difference to Your Financial Position
FOR AN APPOINTMENT CALL 03 90231449 OR CLICK ON THE TAB ABOVE AND PLEASE COMPLETE YOUR DETAILS
Address:
Suite 5, 75 Bay Street, Brighton VIC 3186
Our firm is driven by the belief that we can make a difference to your financial position.
At HFS our team of professionals listen to the needs of our clients and tailor solutions to help existing and new clients achieve their goals and objectives.
Advice Offered by HFS:
- Superannuation
- Self Managed Super Fund (Specialist Advice)
- Retirement Planning
- Transition to retirement Advice / Retirement planning
- Investment Advice
- Direct shares (full time stock broker aligned with practice)
- Personal Insurance (income protection, term life, TPD, Trauma and Key Man)
- Aged Pension / Social Security
- Aged Care
- Gearing
- MDA Services
Awards:
- Christopher Heppingstone - Wholesale Investment Specialist and Investment Manager of MAP Asset Management Pty Ltd (MDA)
- Current - Appointed Investment Manager of MAP Asset Management Pty Ltd (MDA)
- 2015 Christopher Heppingstone was appointed as a Responsible Manager of Melbourne Advisory & Partners Pty Ltd.
- 2014 Nominated top 3 Victorian Financial Planning Practices
- 2012 Wealth Professional Top 50 Adviser
- FPA and Financial Wisdom Value of Advice Award
- SPAA - Self Managed Superannuation Fund Specialist
- Value of Advice Award Financial Wisdom and runner up FPA
- Nominated for the AFA Adviser of the Year Award
- Jon White - Appointed Senior Financial Planner of Heppingstone Financial Services Pty Ltd
Website Disclosure Information
Version 1.1 | 1 February 2025
Advice | Investment | SMSF | Super | Insurance
Heppingstone Financial Services Pty Ltd is a Corporate Authorised Representative of Melbourne Advisory & Partners Pty Ltd (AFSL 472170)