About Us
Hartmann Planning was founded by Tim and Tracey Hartmann in 2007.
In 2015, Hartmann Planning was granted it's own Australian Financial Services Licence (AFSL), to ensure we were not restricted in accessing the products and services we know are in our clients best interest.
Our objective is to help you make smart decisions with your money so you achieve your financial goals. We listen to your issues and take the time to understand your needs, concerns, and values. This ensures a personalised approach to our advice. Our goal is to ensure clients feel comfortable and confident throughout the entire advice process. With more than $200m in assets under advice, our clients entrust us to provide comprehensive advice across their financial lives.
Our Areas of Expertise
Superannuation Advice
- Important for all ages
- Absolutely critical for Pre-Retirees & Retirees
Personal Insurance
The best financial plan possible can get derailed by unforeseen circumstances. If you have a family and/or significant debts, personal insurance is crucial
Investment Strategy
Most financial plans will involve investment of some kind. What form this takes is entirely dependent on your personal circumstances and financial goals
Estate Planning
In addition to lawyers and legal documents, financial planning can ensure wealth is passed on in the most secure and tax effective manner
Self Managed
Super Funds
For those who have more unique needs from their superannuation than an industry or retail fund will allow
Retirement Planning
Understand what retirement might look for you. We often find that with good planning, work can become optional much sooner than you think.
Debt Management
You may have heard that there is "good debt" and "bad debt". We help you understand what sits in each category. Let us structure your financial life to increase the "good" and minimise the "bad"
Wealth Creation
We help you understand your options to build your income and wealth outside of your regular employment or business.