HKS Financial Planning is a boutique financial planning practice dedicated to helping clients build, protect and enjoy their wealth with confidence. We provide tailored advice across superannuation, retirement planning, investments, personal insurance and lending, delivering solutions that are aligned to each client’s unique goals and circumstances.
Built on a foundation of trusted advice and strong client relationships, HKS has grown into a respected financial planning practice with eight advisers and a highly experienced support team. Our success has been driven by a commitment to delivering quality advice, personalised service and putting our clients’ best interests at the centre of everything we do.
Today, HKS operates under its own Australian Financial Services Licence (AFSL), providing greater flexibility, control and accountability in the way we deliver advice. We have also developed and manage our own investment models, allowing us to maintain a disciplined and consistent approach to portfolio management while adapting to changing market conditions and client needs.
Our vision is to provide trusted, relationship-driven advice that supports clients through every stage of life. We invest heavily in the ongoing professional development of our advisers and team members to ensure our clients benefit from the latest industry knowledge, technical expertise, and best-practice advice standards.
At HKS, we believe great financial advice starts with understanding our clients, their goals, and what matters most to them. Our role is to provide clear, personalised guidance that helps clients make informed decisions and achieve lasting financial confidence. Whether you are building wealth, planning for retirement, protecting your family, or navigating life’s changes, our team is committed to supporting you every step of the way.