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Tim Hartmann

Founder & Principal Financial Adviser

After 17 years in the industry, one thing that has been certain is change. This 'ever changing landscape' that faces financial advisers daily requires constant learning and this drives the continued interest for me.

I have a very strong passion in financial planning and setting realistic goals that clients can achieve and build on. These individual client achievements provide great satisfaction which is so important to experience in your daily working environment. Whether it is assisting clients with a relatively simple task of obtaining a suitable personal insurance portfolio, through to as complex as retirement planning, the interest and passion remain.

Providing financial solutions for people is critical for me and I intend to continue this for as long as I am able.

Outside work, I enjoy golf with my friends, the ocean, travel (especially with the whole family) and food. Learning new cultures and meeting people around the world is very interesting for me and I look forward to continuing these experiences.



 




Tim Hartmann
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