John Hockey is a financial adviser with substantial experience in helping clients to create secure financial futures. John specialises in developing strategic financial plans involving:

• SMSF Establishment and Management
• Assets Management
• Investment Strategy & Advice
• Tax Planning & Strategies
• Wealth Creation
• Superannuation
• Personal Insurance
• Retirement
• Estate Planning
• Aged Care

Other areas where clients often miss opportunities;

• People wishing to sell their business and how best to reduce their tax situation by utilising the superannuation rules
• Facing redundancy and how best to maximise the exit strategy
• Facing possible inheritance and not wanting to lose your Centrelink Aged Pension payments
• Could you be a beneficiary facing a large tax bill from inheriting funds (superannuation) from Mum and or Dad

John’s financial career started as an Investment Banker in 1985 and he has since worked in related financial fields. John’s advisory expertise includes retirement planning, investments, superannuation, taxation, Centrelink eligibility, risk insurance, and investment gearing. John has also helped many people unravel the Aged Care complexities and in turn maximising their Centrelink and DVA benefits.

John Hockey is an Authorised Representative (No 318682) of Australian Unity Personal Financial Services Limited (AUPFS) ABN 26 098 725 145.