ABOUT THE COMPANY
HNW Financial Advising specializes in providing quality advice for clients of higher net worth (investable funds over $500,000) at discount prices. By keeping overheads low the company is able to invest your funds cheaply and effectively to get you the best possible returns with no hassle.(See below for an example of fees)
Client interviews are done in the comfort of your home or at a mutually
agreed location. The first and second interviews are free, and once
you are a client there is no charge for interviews.
HNW Financial Advising aims to deliver quality advice, typically aimed
at several areas:
By avoiding overvalued assets, and investing in assets that are fair
valued or undervalued HNW Financial Advising is able to produce excellent
investment returns. Additionally with the use of our ongoing review
service you can have your investments reviewed quarterly or bi-annually.
Products/Areas of Advice
Qualifications and Experience of Matthew Bohlsen
Australian Financial Services Licence (AFSL)
Matthew Bohlsen Pty Ltd operates as a corporate authorized representative under the Australian Financial Services Licence (AFSL)
number 306946 of High Net Worth Financial Advising Pty Ltd.
Examples of Fees
Plan fee (Statement of Advice)
Wholesale Fund Manager Fees (only apples if using managed funds)
Ongoing Reviews Service (Financial Adviser’s fees)
NB: The above review service is for the 6 monthly and ongoing reviews of your investments.
Eg: If your investment returns 8.5% pa then after adviser fee you receive 8%pa
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