​Your Partners in Clear, Confident Financial Planning

 

At HPAdvisory, we believe that great financial advice should be as unique as your life goals. Founded by certified financial planners Henry Pilat and Kathryn Pilat, we specialize in bespoke financial planning for individuals and families across New South Wales. Unlike high-volume firms, we focus on deep, collaborative relationships that deliver clarity and confidence in every financial decision you make.

 

Our Mission: Navigating Your Financial Landscape

We aim to equip our clients with the insights needed to thrive. Whether you are looking for retirement planning, investment management strategy, or guidance on Self-Managed Super Funds (SMSFs), our approach is grounded in transparency and integrity. We provide structured, personalized advice that aligns strictly with your specific needs, ensuring no two plans are ever the same.

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Transparent Fees, Clear Integrity

Trust is the foundation of our practice. We operate with upfront fee structures so you know exactly what to expect, with no hidden surprises. While we may receive commissions from our licensee on specific insurance products, we are committed to full disclosure and identifying any potential conflicts of interest. Your financial security and peace of mind always come first.

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Key Areas of Expertise

*   Retirement Planning & Superannuation: Tailored strategies to secure your future.
*   SMSF Setup & Administration: Expert guidance for self-managed funds.
*   Risk Insurance Advisory: Comprehensive life, TPD, and income protection planning.
*   Investment Performance Reviews: Ongoing monitoring to keep your portfolio on track.

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Ready to Take Control of Your Financial Future?

Don’t leave your financial strategy to chance. Let’s discuss how our personalized advice can help you achieve your goals.

All meetings are by appointment only to ensure dedicated attention.

📍 Serving clients across NSW | 📧 henry@hpadvisory.com.au | 📞 0409 393 225

                      Henry Pilat                        Kathryn Pilat 

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