A different approach to advice
Financial advice is not about product and it's not about selling you something - it's actually about creating a solution by building a unique pathway to achieve what's important to you.
We use our expertise and experience to guide you, so you have piece of mind and feel confident to make informed financial choices.
Meet The Team
Anne-Marie Humphries is our Practice Principal and Certified Financial Adviser. Anne-Marie is backed by a team of qualified support staff, each with their own financial planning qualifications and extensive industry experience.
Together we are committed to delivering exceptional standards of advice and service to our clients.
What Our Clients Say
-
David, Griffith NSW" Retirement can be a little daunting at first when the regular pay cheque stops. Anne-Marie provided a path to planning a future with financial stability in a clear, structured manner. Anne-Marie has given us a reassuring view of the financial future post retirement, and a realisation that we can live a comfortable life with a knowledge that professional advice is always at hand. "
-
Phil & Lyn, Albury NSWAnne-Marie and her staff are always available to advise us on the right way to use our funds to the best advantage. We know we are fully compliant. Changing Financial Advisers is almost like changing Banks or dentists. We are sure that our change to Huon Financial Planning about 6 years ago was our best move.
-
Jim & Julie, Talgarno VICWe have been clients of Huon Financial Planning for over 5 years and the information and service we have received is exemplary. We thoroughly trust the management of our superannuation funds and the advice we have received has proven to be financially beneficial. The staff are very friendly and professional. We have recommended our friends to Anne-Marie and they have become very satisfied clients of Huon Financial Planning.
Our Commitment
We are committed to helping you live your best possible financial life.
Our regional identity helps us to build strong client relationships and through word-of-mouth referrals we also have clients in a variety of other locations including Melbourne, Sydney and Brisbane.