ABOUT THE COMPANY


High Net Worth (HNW) Financial Advising was established in 2006 by Matthew Bohlsen.

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.

Company Goals

HNW Financial Advising aims to deliver quality advice, typically aimed at several areas:
1. Investment performance by careful asset class selection
2. Tax minimization
3. Centrelink maximization
4. Wealth accumulation strategies including gearing
5. Wealth protection strategies including insurance

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

  • Retirement Planning
  • Asset Allocation
  • Allocated Pensions
  • Investments - Managed Funds
  • Superannuation
  • Annuities and Term Allocated Pensions
  • Self Managed Super Funds
  • Estate Planning
  • Life, TPD, Trauma and Income Protection Insurance
  • Ongoing reviews to ensure your investments keep performing

Qualifications and Experience of Matthew Bohlsen

  • Bachelor of Science Degree 1987
  • Bachelor of Applied Science Degree 1990
  • Graduate Diploma in Applied Finance and Investment 2001
  • Graduate Diploma of Financial Planning 2004
  • Matthew has 15 years of experience as a Financial Planner with a major Australian bank. In that time he built up a business of over 400 clients, and was managing around $70 million of client’s funds.

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)

  • Simple Plan $1,000
  • Complex Financial Plan $2,000

Entry Fees

Nil

Wholesale Fund Manager Fees (only apples if using managed funds)

  • 0.4-1.5%pa (includes administration)
  • No exit fees

Ongoing Reviews Service (Financial Adviser’s fees)

  • 0.5%pa
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

Interviews

  • First and Second interviews free
  • Subsequent interviews if not a client - $100 per interview
  • Clients interviews are no charge either at your home or our office

Email: contactus@hnwfinancialadvising.com.au

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