We are passionate about helping businesses and individuals achieve their financial and lifestyle goals. We have been providing professional planning advice since July 2013.
Our aim is to build long-term partnerships with our clients and assist them in building, protecting and managing their wealth and lifestyle for them and their families.
So, whether you are approaching retirement, starting a business, changing careers or moving from two incomes to one, we can help you.
We specialise in
- Retirement planning
- Personal Risk Insurance
- Financial planning
- Budget and Cashflow Management
- Investment planning
- Strategic and Asset Allocation
- Superannuation
- Self Managed Super Funds
Our Team
JOANNE BENNY CFP®, DIP FS(FP), B.ACCT, SMSF
DIRECTOR AND PRACTICE PRINCIPAL
Jo is an Authorised Representative (AR number 409927) and credit representative (409929) of the Licensee.
Jo prides herself on developing excellent working relationships with all her clients to provide professional financial advice based on their individual needs and goals. She is deeply passionate about the benefits financial planning advice can provide Australians.
Jo has two beautiful kids and partner, whom she adores and loves spending time with. In her spare time, she also enjoys sailing, reading a good book and having a glass of wine!
ADVICE I SPECIALISE IN
- Retirement planning
- Personal Risk Insurance
- Budget and Cashflow Management
- Financial planning
- Investment planning
- Strategic and Dynamic Asset Allocation
- Superannuation
- Self Managed Super Funds
GENERAL ADVICE I PROVIDE
- Small business advice
- Estate planning
JENNY SHELLEY
Jenny has been working in the financial planning profession for over thirty years. She’s seen a lot of changes!
She first got into financial planning after an AMP financial planner came to her home to sell her and her husband life insurance. A good idea given they had two young children at the time.
For Hemmingway Financial she takes care of client liaison, implementation of client advice, and internal auditing of our systems and processes to maintain a compliant and smoothly run service.
Jenny is married; her boys are now grown, and she has two wonderful granddaughters that she enjoys cooking and baking with on the weekends.
How to get started
To start making informed financial decisions call our friendly office to arrange a conversation with one of our team.