Firmchecker Score

9.1

Star Star Star Star Star
Expertise Star Star Star Star Star
Communication Star Star Star Star Star
Understanding of your needs Star Star Star Star Star
Reliability Star Star Star Star Star

About hmh Advisory

Celebrating our 40th anniversary in 2017, we have been supporting our clients on their wealth journeys since 1977. Our experience over four decades gives us great insight into the formula for success in creating wealth.

Location

888 Doncaster Road
Doncaster East, VIC 3109

Reviews

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Posted by Anonymous Professional, scientific & technical services

14/11/2017

Anonymous,General Manager,Filtration for HVAC - Building Services


8.5 Star Star Star Star Star Overall Experience
Pros

Was able to complete our financial statement in a timely manner which made the planning of the current year easier. Phil, Shitu & Hayden gave me some good advice on several financial matters as well.

Areas for Improvement

Itemised invoices with sub totals would be easier to understand rather than several tasks listed followed by a bulk total sum at the end.|And this is the only reason I rate this firm's fee levels slightly high because it is not clear what the cost of each service / task is.

Billing Method:
Other

Work Type:
Tax

Specific Job:
End of year financial statement and tax obligations

Value for money:
7.0 Star Star Star Star Star Good

Posted by Anonymous

10/11/2017

Anonymous, VIC


7.8 Star Star Star Star Star Overall Experience
Pros

Imparted a very thorough knowledge of the financial sector.

Areas for Improvement

Time efficiency of delivering this service. Some of the meetings could have used much less time. At an hourly rate this can be of concern.

Billing Method:
Hourly Rate

Work Type:
Financial Planning

Specific Job:
Review and advice regarding portfolio.

Value for money:
7.0 Star Star Star Star Star Good

Posted by Anonymous Construction

09/11/2017

Anonymous,Director,shopfitting/ manufacture


8.5 Star Star Star Star Star Overall Experience
Pros

Pat Moore keeps me up to date on all issues and addresses each as they arise

Areas for Improvement

All good

Billing Method:
Hourly Rate

Work Type:
Tax

Specific Job:
They provide both business and private advice on numerous matters

Value for money:
8.0 Star Star Star Star Star Good
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Posted by Anonymous

08/11/2017

Anonymous, VIC


9.0 Star Star Star Star Star Overall Experience
Pros

Good financial advice and careful clear explanation of options

Areas for Improvement

I am very satisfied with my financial advisor

Billing Method:
Fixed Fee

Work Type:
Financial Planning

Specific Job:
Superannuation advice

Value for money:
9.0 Star Star Star Star Star Very Good