Firmchecker Score
9.1
Star Star Star Star StarAbout 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
Posted by Anonymous Professional, scientific & technical services
Anonymous,General Manager,Filtration for HVAC - Building Services
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
Posted by Anonymous
Anonymous, VIC
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.
Posted by Anonymous Construction
Anonymous,Director,shopfitting/ manufacture
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
Posted by Anonymous
Anonymous, VIC
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