Hood Sweeney Securities

Holistic financial advice

Hood Sweeney Securities holds an Australian Financial Services Licence (No 220897) and is independently owned by the principals of the firm. Holding our own Licence enables the provision of advice on a wide range of investments and ensures our client's interests are always put first and foremost.

Hood Sweeney Securities operates on a fee for service basis and we do not accept commissions from investment fund managers. Hood Sweeney Securities has made it a policy to not accept "soft dollar" payments from product providers such as overseas conferences, loans, sponsorship or any other form of remuneration that may provide a bias in our advice.

Financial Planning Strategies

The financial planning process begins with the initial sharing of all relevant information concerning your financial circumstances, aspirations and specific needs.

From this relaxed and trusted exchange, we will prepare a comprehensive financial planning strategy report and proposal, which will include various recommendations for you to consider, including:

• Financial strategy planning
• Investment advice
• Retirement planning
• Statutory information
• Risk management and wealth protection
• Taxation strategy
• Estate planning
• Research

Portfolio Management & Investment Advice

Hood Sweeney Securities has developed a unique portfolio service that provides improved service and cost savings for our clients.

• No limitations of an 'investment menu' - we can recommend the investment we think will best meet your needs rather than only what is 'on the menu';
• Cost efficiencies - our adminstration charge is capped and does not grow in direct relation to the growth of your portfolio. We recognise that the costs of administering a larger portfolio do not grow, so we don't believe the fees you are charged should grow either;
• Customised reporting - we can produce the reports you want rather than just the 'standard' reports. This means you can access the information that is important to you without superfluous information which is just part of the standard report.

The service offers proactive investment advice and customised reporting under the 'one roof'.

As a matter of philosophy and policy, Hood Sweeney Securities believes that clients should always maintain ultimate control over their financial assets. Under Hood Sweeney Securities administration facility, client investments are registered in their name and no transaction can be conducted without your specific written approval.

Advice for Trustees of Self-managed Super Funds

Self Managed Superannuation is one of the fastest growing superannuation vehicles and particularly popular with self employed and professional clients.

A self managed superannuation fund provides flexibility, estate planning advantages, taxation advantages and control over investments. However, saying this, it is important to note that the compliance requirements of running a self managed superannuation fund are onerous.

Our services provide a "one stop shop" for clients wishing to run their own fund, from accounting, taxation and compliance, all the way through to the funds investment strategy and integration with your overall financial plan.

The Hood Sweeney Group has an in-house superannuation centre of excellence and provides the resources to take the pain out of running your self-managed superannuation fund, as well as ensuring you maximise the potential benefits.

Superannuation & Retirement Planning

There are a number of structures through which investments can be made, namely companies, trusts, superannuation and individually. Each structure has their strengths and weakness, but for long-term wealth accumulation, superannuation is the most tax effective.

Given the speed and number of changes to superannuation legislation, combined with the government view that individuals must fund a large portion of their retirement in years to come, there is growing emphasis on the need for professional advice in this critical area of wealth creation.

Wealth Protection Advice

Your greatest asset.

Most people insure their house, contents and car as a matter of course. Whilst each of these items are important, it is unlikely that a loss of any or all would cause the same degree of financial hardship as a loss of future earning capacity.

The future earning capacity of an individual is usually the most important assest of all and the one area often neglected when considering wealth protection priorities.

Our objective is not merely to give sound initial recommendations on the selection of insurance policies, but to establish and maintain a strong ongoing relationship with you. We recognise that insurance needs and policy benefits change over time, therefore it is necessary to monitor and update insurances from time to time.

Hood Sweeney Securities is a principal member of the Financial Planning Association of Australia and a member of the Association of Superannuation Funds of Australia.