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.
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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
December 2, 2023The 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
December 11, 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
November 26, 2023Hi , 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
November 19, 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
November 19, 2023Great service and great advice
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
November 19, 2023HTA 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
March 11, 2024 -
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
January 11, 2024
