Honeycomb Wealth 0
Loading the public record, contact points, licences, and operating context.
Loading the public record, contact points, licences, and operating context.
In this “new age” of investment where many people’s retirement and life savings have been severely eroded by recent adverse world economic conditions, obtaining quality financial advice is critical to help people to continue to save, invest and work towards financial independence and build a secure retirement for themselves and their families. Joining forces since early 2011, our financial advisers Phong Vu and Brad Donaldson are skilled, knowledgeable and highly experienced financial practitioners who have between them run businesses and worked in senior roles looking after the financial affairs of individuals, businesses and large institutions and corporations over the past three decades. Our wealth of experience enables us not just to provide quality financial advice but the practical application of that advice and the ongoing servicing and monitoring of people’s investment portfolios and financial affairs. Our practical and easy to implement strategies have met the market with resounding acceptance and success such that we have experienced rapid growth over the last year to presently be ranked in the top ten (10) of AMP Small business financial planning practices in Australia. At Honeycomb Wealth we provide you with the strategies, the plan, the structure and the resources to implement and embark on a practical financial path towards financial independence and freedom. OUR SERVICES Self Managed Super Funds - establishment and running General superannuation and superannuation strategies Direct Share Investing Property Investing Mortgages Personal Protection Estate Planning Cashflow analysis "Phong is a Financial Planner with a genuine caring interest in his clients situation and plans for the future. I have just referred one of my clients to Phong. A young lady who has just inherited a significant portfolio of shares and cash from her father's estate. This lady is quite naive in financial matters and could easily have been taken advantage of by less scrupulous financial adviser's. After an initial meeting at which he discussed her plans and goals for the future, he has come up with a sound financial plan and has co-ordinated a number of other professionals to ensure that she receives all expert help and professional advice that she can get. As a result I would have no hesitation in recommending any of my clients to Phong's services." - Jim Ellis - Smartline
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