Hudson Financial Planning

Building your first $500,000?

A good adviser tells you when you do not need them yet. If you are building your first $500,000 and you know your way around investing, the most valuable things we can give you are low costs, a disciplined portfolio and the occasional expert check in. That is Hudson Invest, plus a strategy plan every few years. Full advice can wait until it is genuinely worth your money.

More than $4m to look after?

At this level the risk is not picking the wrong fund, it is the structure around everything: tax, entities, estate, protection, all interacting. Hudson Private Wealth puts a senior team on retainer across the lot, two advisers on every file, one firm under one licence. Complimentary private consultation, complete discretion.

What if I am just starting out?

Every one of our advisers works with clients who are just getting started, and we do so gladly. Each of us was at that stage once, and we know how much difference the right guidance makes early on, before the big financial decisions arrive. Good habits and a clear structure in your twenties and thirties compound over a lifetime.

What happens if my financial situation is complex?

For clients with more complex circumstances, we structure a dedicated advice team of two advisers rather than a single point of contact. This means you always have continuity of service, a second qualified perspective on your strategy, and greater technical depth across the areas your situation touches, such as SMSF, cross-border UK and US matters, and intergenerational planning.

How does Hudson research its investments?

Markets never stand still, and neither does our research. We are constantly tracking market trends, reviewing new ETFs and products as they come to market, and watching the data that matters. Our in-house research analyst, Rory Mullan, lives and breathes markets, monitoring developments daily so the committee always works from current, considered information.