Hudson Advisory Group
Our mission
Our mission is to partner with clients to help them make smart financial decisions to get them to where they want to be.
We accomplish this mission by building a long-term relationship, and offering holistic, comprehensive, non product aligned, advisory services.
Hudson Advisory Group now services hundreds of clients who have mostly been referred by satisfied clients, which is testament to our service.
About us
Our goal at Hudson Advisory Group, since we established in 2007, is to help our clients enjoy their lives to the fullest, while preserving the security of their future, through providing a long-term comprehensive Financial Planning advice service.
To provide the best possible service, we believe the advice offered should not be limited to one aspect of our clients’ lives. Instead, a client’s situation should be assessed in full to ensure the strategy and plan is consistent with their overall goals, objectives and risk profile, and is achievable.
Hudson Advisory Group offers an extensive service to ensure our clients achieve their short and long-term financial and lifestyle goals. Beyond providing advice, we are committed to implementing the plan, conducting regular reviews and the proactive management of the financial plans, all the while working with and for the client.
BEST INTEREST DUTY
Hudson Advisory Group operates under the Australian Financial Services License of New Horizons Financial Services Pty Ltd, AFSL no 522392, which was established in an environment where there was a needed for financial services that are truly in the best interest of our clients.
Hudson Advisory is not controlled by or aligned to any financial institution/s; such as a fund manager, bank, insurance company or trade/credit union. As none of these institutions have a vested interest in our business, they are not able to influence us in the provision of advice.
Our job is to offer you work in your best interest, as our client, delivering the highest possible level of service through highly skilled and ethical advisers.
Meet Our Team
Michael Wood
Managing Director & Senior Financial Planner
Michael has had a passion for Financial Planning and assisting people to reach their financial goals since completing his Bachelor of Commerce at Victoria University of Wellington in 1997 and his Advanced Diploma in Financial Planning. Michael has been a Financial Planner in Australia since 1999. Prior to opening Hudson Advisory Group he was a Financial Planner for Saxby Bridge Pty Ltd in Melbourne.
In late 2007 Michael decided to use both his academic knowledge and experience with his wide range of Australian clients to open his own business, Hudson Advisory Group Pty Ltd.
Since then he has grown Hudson Advisory Group Pty Ltd to offer a holistic Financial Planning service assisting clients from all walks of life.
Hudson Advisory Group now services hundreds of clients who have all been referred by happy clients, which is testament to the service Michael prides himself in.
Trusted Advisers
The value of having a trusted adviser
Getting financial advice is a simple way to eliminate the time and effort in managing your personal finances while still leaving you in control and on a pathway to reach your goals and objectives.
Can you afford to get financial advice?
The question should be, can you afford not to have financial advice?
Here at Hudson Advisory we offer a range of services.
Our advice will be aimed at addressing your financial needs, goals and objectives, but seeking advice could lead to all kinds of benefits which are not just financial, including sleeping easier, enjoying life more, having a higher standard of living, more positive relationships, eliminating unnecessary expenses (fees etc.), paying less tax, being eligible for social security benefits, early retirement and more.
Good advice costs you less and gives you more.
A Financial Adviser can help in all aspects of your financial situation
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Financial Health Check
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Tax Efficiency
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Social Security & Support
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Budgeting
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Wealth Accumulation
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Retirement Planning
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Debt Management
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Superannuation
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Aged Care Planning
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Investment Management
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Wealth Protection (Insurance)
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Estate Planning (by Referral)
How Can We Help You?
FINANCIAL STABILITY & SECURITY
Clients who approach us with in uncertain times seek stability, certainty or to profit from opportunity. They want to invest for their future by taking a calculated risks so that they can have a certain degree of certainty, while being assured that they are unlikely to experience the volatility in returns typical for investments misaligned with their tolerances, or alternatively aren’t exposed to unnecessary or insurable risks to their wealth.
FINANCIAL GROWTH
As life happens, our prosperity fluctuates. You may have cash in the bank, received an inheritance, have investments which aren’t performing as expected or maybe you have surplus cashflow as you happen to be spending less than what you earn. In any case, you may be looking to get a return on these funds.
Having someone who understands what your options are, how to get you invested with a risk/return balance that is right for you, is imperative for reaching your financial goals while having comfort that your preferences is what guided your investment choices.
FINANCIAL CHOICES
Life is fluid and flows in directions that are sometimes ideal, but are often unexpected, for example, pregnancy, disability or the need to put a family member into aged care. Your goals may change or evolve as life happens. A trusted adviser will work with you to make the decisions that will leave you better off.
When faced with having to make financial choices, an adviser who understands the considerations that need to be factored in to make the decisions in your best interest.
Our Services
Working With Us
We live in a competitive world, and to offer our services at an accessible price point for our clients, we need to be selective with the who we choose to work for. As such, we ask for 3 things from you.
RESPECT
We are highly qualified professionals with years of experience which we collectively leverage from. Our time is precious, as is yours. For the best outcomes, we commit 100% to the process and ask that you do the same.
RELATIONSHIP
Our business model is based on a long-term ongoing relationship built on mutual trust. We seldom work on a transactional basis. You make our business possible, and in turn, we act in your best interest to help you achieve your goals and objectives. Our ongoing positive relationship facilitates for this process.
REFER
We believe in growing our business organically. As such, if you are happy with our service, telling your network of friends, family and colleagues is how Hudson Advisory continues to grow.
Contact Us
Get in Touch
Hudson Advisory Group welcomes your enquiry. To book an appointment or simply ask us a question, fill in your details and we'll be in touch soon!
Melbourne Office
- mwood@hudsonadvisory.com.au
- 1300 491 692
- Suite 1108, Level 11, 401 Docklands Drive, Docklands 3008
Bendigo Office
- mwood@hudsonadvisory.com.au
- 1300 491 692
- 38 Myrtle St, Bendigo 3550.
