P. 02 6023 2775   |   E. Email Us   |   Suite 3, 497 Smollett Street, Albury NSW 2640

  • Slider 1
    AMH
    Sylvia
    Lisa
    Nicole

    Make an appointment today

  • Slider 3
    AMH
    Sylvia
    Lisa
    Nicole

    Make an appointment today

  • Slider 2
    AMH
    Sylvia
    Lisa
    Nicole

    Make an appointment today

huon-team

Huon Financial Planning

Where Experience Counts

We are a boutique specialist financial planning firm based in Albury Wodonga, located in North East Victoria and Southern NSW.

We focus and specialise in pre-retirement and retirement planning and aged care consulting. read more...

What is Financial Planning?

Financial Planning is simply the process of designing and implementing a plan of action in relation to your financial affairs. The type of financial plan you need will depend on what you are seeking to achieve.

What We Do For You

We give you the confidence to make informed financial choices!

Steps We Take

We make the financial planning process clear and easy for you to understand and keep you informed at each step along the way.

  • About Us

     

    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.

    Our approach to advice is all about about getting the bigger picture right.

    Want to know a little more about our approach to advice - then click on the video.

  • Our 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

     

    We gain a lot of satisfaction working closely with our clients to ease their financial worries. It means a lot to us that our clients feel we have helped them achieve their goals and have provided them with financial peace of mind. Don't take our word for it - watch and read what just a few of our clients have to say about us.

Financial Knowledge Centre

Our Financial Knowledge Centre is a comprehensive online resource for clients of Huon Financial Planning. It provides a reliable and credible source of financial and lifestyle information including, legislation updates, videos, calculators, quizzes and much more that will help build your knowledge and assist with making informed financial choices.

FKC

Demo

Huon Financial Planning Pty Ltd ABN 44 143 918 781 is a Corporate Authorised Representative of Matrix Planning Solutions Limited ABN 45 087 470 200, AFSL & ACL No. 238256

  • Privacy Policy

    Privacy Policy

    We respect your privacy and are committed to ensuring that any Personal Information we collect about you is handled in accordance with the provisions of the Privacy Act 1988 and the Australian Privacy Principles and any other applicable privacy related laws. Further information on how we handle your personal information is explained in our Privacy Policy which can be accessed here http://gtmfinancial.com.au/images/gtm-privacy-policy%20-january-2018.pdf

  • FSG

    FSG

     

  • Disclaimers

    Disclaimers

    General Advice Warning
    The information provided on this webpage is intended to provide general information only and the information has been prepared without taking into account any particular person’s objectives, financial situation or needs. Before acting on such information, you should consider the appropriateness of the information having regard to your personal objectives, financial situation or needs.

    Website Terms and Conditions
    The information provided on this website is intended to provide general information only and the information has been prepared without taking into account any particular person’s objectives, financial situation or needs. Before acting on such information, you should consider the appropriateness of the information having regard to your personal objectives, financial situation or needs. In particular, you should obtain professional advice before acting on the information contained on this website and review the relevant Product Disclosure Statement (PDS).

    Relevant PDSs can be obtained by contacting us. No representation or warranty is made as to the accuracy, completeness or reliability of any estimates, opinions, conclusions or other information contained on this website. This website may contain certain forward-looking statements. Forward-looking statements are not guarantees of future performance and involve known and unknown risks, uncertainties and other factors, many of which are beyond our control. You should not place reliance on forward-looking statements. To the maximum extent permitted by law, we and Matrix Planning Solutions Limited disclaims all liability and responsibility for any direct or indirect loss or damage which may be suffered as a result of relying on anything on this website including any forward-looking statements. Past performance is not an indication of future performance.

    Website Content
    The materials displayed on this site including without limitation all information, text, materials, graphics, software, advertisements, names, logos and trademarks (if any) on this site (Content) are protected by copyright, trademark and other intellectual property laws unless expressly indicated otherwise. You must not modify, copy, reproduce, republish, frame, upload to a third party, post, transmit or distribute this content in any way except as expressly authorised in writing by us or Matrix Planning Solutions Limited. You may view this site using your web browser and save an electronic copy, or print out a copy, of parts of this website solely for your own information, research or study, but only if you keep all content intact and in the same form as presented on this site (including without limitation all copyright, trademark and other proprietary notices and all advertisements). You must not use this site or the information on this site in any manner or for any purpose which is unlawful or in any manner which violates any of our rights or the rights of Matrix Planning Solutions Limited.

    Advertising and Links to Other Websites
    This site contains links to third party sites. These linked websites are not under our control or the control of Matrix Planning Solutions Limited (Matrix) and neither we nor Matrix is not responsible for the content of any linked website or any hyperlink contained in a linked website. Matrix provides these hyperlinks to you as convenience only and the inclusion of any link does not imply any endorsement of the linked website by us or Matrix. A link made to any such website is entirely at your own risk. The information on this website is provided for Australian residents only, and where indicated, may be limited to specific states and territories of Australia. The law applicable to Queensland will apply to this website unless other states or territories are expressly provided.