Create a secure financial future for you and your family.

We help business owners and those thinking about retirement to create a robust financial future that they can be proud of.

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Your challenges:

You're too busy focussing on your business and don't have time to focus on your personal finances

You feel unsure about how you're going to retire & what retirement will look like

You have concerns about how your business will look without you

You worry about running out of money in retirement

You're confused by the amount of options and jargon that is out there

You don't know how to build personal wealth and become less dependent on your business

Who we help

How we help:

As Business owners ourselves, we understand that life is busy and we have expertise working with similar business owners over a considerable period of time.

We help you create a robust financial plan to keep you on track with your personal financial goals

We educate you to improve your knowledge of your personal finance and help you make better choices

We work with you to improve your habits and achieve things you never thought you would

plus...

We make sure your money and investments work for you and are helping you to achieve your goals.

Our Process:

1

2

3 Discovery

We establish your goals, objectives and needs and identify how we can help you

Create

We create your financial plan and implement the recommendations from it

Track

We meet with you regularly to ensure that your financial plan stays on track

Our Process

We are a Chartered Financial Planning firm with over 40 years of experience.

We will treat you like family

We don't surprise you with hidden costs

We're on-hand to support you if you need it

Meet the team

What people say about us:

Damian
Director
Felix O'Hare & Co Ltd

"Hanna Hillen has looked after our Pension and Protection needs for over 30 years, during which time the professionalism shown and attention to detail has been exemplary."

"Hanna Hillen`s professionalism and knowledge of their industry has ensured that we have had no questions left unanswered leaving us comfortable to put our finances in their care."

"This support allows me to concentrate my efforts on the continued development and growth of my businesses with confidence that Hanna Hillen has my Financial Affairs in order."

Clifford
Director
AJ Plumbing Supplies Ltd

Rodney
Group Executive Chairman
Lowe Corporation

Schedule a Call:

Book a call below with one of our friendly team and start your exciting journey today.