Services

Discover a clear path to financial success and peace of mind with our specialised financial planning services to build, grow and safeguard your wealth.

Whether you're planning for major life milestones, investing for the future or securing your assets, our team is here to provide expert guidance.

Investment

We’ll ensure your investments yield the appropriate returns aligned with your risk tolerance and financial objectives.

Education

Plan for your children’s future education with confidence. We work with you to develop personalized strategies to ensure their educational goals are met.

Insurance & Income Protection

We ensure the right coverage and premiums for you. Life, TPD, and Trauma insurance safeguard you and your family. We also help protect what truly matters – your income.

Estate Planning

We can bring together and manage the Estate Planning process for you, ensuring your Wills, Power of Attorney and wishes are in place.

Retirement Planning

We offer assistance in determining your retirement wealth, its longevity, and developing strategic plans.

Superannuation

We’ll make sure your superannuation delivers the suitable returns aligned with your individual investment strategy and risk profile.

  • HTA Wealth have always gone above and beyond for us. Really getting to understand our situation and our goals, providing us with solid advice for what's required now with an... read more

    Dean Millson Avatar Dean Millson
    March 11, 2024

    Great service and great advice

    Ralphie Boy Avatar Ralphie Boy
    November 19, 2023

  • Can highly recommend Ben Seeger, Anthony Beauchamp and HTA Wealth. Ben has been extremely helpful to us in reviewing our financial position and establishing a strategy for insurances, super and... read more

    Annaliese McPharlin Avatar Annaliese McPharlin
    November 19, 2023

    HTA Wealth have been very helpfull providing financial planning services. Listening to our needs, accessing our options and making change as and when required. The team is very knowledgeable and... read more

    Roslyn Kuhnd Avatar Roslyn Kuhnd
    December 2, 2023

  • Ben has provided us with excellent advice and set us on a path for a better financial future. I would have no hesitation recommending Ben and the team from HTA... read more

    David Avatar David
    November 19, 2023

    The team at HTA provide clear and concise answers to any questions or query’s regarding financial advise ,their staff pleasant to deal with and go out of their way to... read more

    Jenny Ryan Avatar Jenny Ryan
    January 11, 2024

  • The service and advice provided by Ben, Cass and their colleagues has been excellent, and always timely. No question is too much trouble for them to answer and I have... read more

    Nicola Toce Avatar Nicola Toce
    December 11, 2023

    Hi , my wife and I have been clients of HTA Wealth since October 2022 . Ben Seeger administers our super investments which are with Akambo Super Solutions . Our... read more

    Doug Taylor Avatar Doug Taylor
    November 19, 2023

  • Ben has managed and advised our personal wealth for a number of years. We have always found his advice to be knowledgeable and in our best interests and we look... read more

    Matt Ramke-Meyer Avatar Matt Ramke-Meyer
    November 26, 2023