HKS Financial Planning is a boutique financial planning practice specialising in providing solutions for all your superannuation, retirement, investment, personal insurance, and lending needs. It is our aim to offer the most comprehensive and cost effective solutions to your financial and personal protection needs, tailored to your individual situation.
Director and Owner, John Spooner, was formerly employed by Suncorp Financial Services and in 2009 acquired a client base from Suncorp, teamed up with Hoffman Kelly Chartered Accountants and established HKS Financial Planning. Starting out, John had varied accounting roles but always had a passion for helping people and financial planning was a natural progression. He says about establishing HKS:
“I thought it would be great to own my own business because then I’d have the flexibility to work four days a week and go on holidays more often but the reverse has happened. I work all the time and I can’t see myself stepping back any time soon. I have a strong work ethic, I’m a bit of a control freak and I like what I do!”
HKS has a vision of establishing a dynamic and reliable practice that is focused on developing long term relationships with clients. Key to this vision is our highly qualified and experienced advisers and staff that are committed to continuous technical training and professional development. This gives our clients the highest standard of financial advice as well as the security of a specialist adviser they can rely on to assist in achieving their financial goals.
We are very pleased to have an association with an accounting service, provided by Hoffman Kelly Chartered Accountants. Having this relationship in place allows our clients a unique opportunity to take an holistic approach to planning their financial arrangements.
In order to maximise wealth creation at all stages of life, it is vital that the functions performed by Hoffman Kelly with regards to Accounting and Taxation are performed cohesively with the Financial Planning services relating to Investment, Superannuation, Retirement and Insurance. We are ideally placed to provide the best possible service in this regard due to the synergies that we can offer in all of the above areas.