Building & Preserving Personal Wealth
At Humble Goode Financial, we pride ourselves on being a boutique, privately owned firm, offering holistic financial advice to our valued clients. Our team of experienced and qualified advisors are dedicated to providing personalized solutions to help you achieve your financial goals. With a proven track record in the financial services industry, we specialize in offering expert advice to pre-retirees, business owners, high net worth investors, and professionals.
Our Story
Our journey began in 2003 when our founding directors, Kenneth Humble and Richard Goode, decided to establish their own financial planning firm. Their goal was to provide long-term financial advice, focusing on direct, income-generating investments and appropriate tax structuring for retirement. Initially trading as HG Services Pty Ltd, in 2010, the business acquired its own financial services licence and changed its name to Humble Goode Financial Pty Ltd.
In 2014, our current directors, who were both existing staff members, took over the reins. With over 15 years of collective experience, our directors are committed to providing exceptional service, expert knowledge, and personalized attention to our valued clients. Over the years, we have continued to refine and develop our processes, always searching for ways to further improve our clients' wellbeing.
Our Philosophy
At Humble Goode Financial, we believe that building and preserving personal wealth requires a comprehensive approach. Our investment philosophy is built on six core principles:
- Diversification is critical to reduce risk
- Generate income from fully-franked dividends
- Deliver additional value via high conviction stock picks
- Understand where we are in the market cycle
- Invest for the long term into investment-grade assets
- Consider potential tax consequences before any sale
Our Expertise
Our experienced and qualified advisors are dedicated to providing personalized solutions to help you achieve your financial goals. With expertise in areas such as:
- Retirement planning
- Investments and listed securities
- Superannuation
- Estate planning
- Tax structuring
- Other services
We take the time to understand your unique situation and provide tailored advice to help you build and preserve your personal wealth.
Our Team
Our directors, Victor Vu and Adam Kerr, have extensive experience in the financial services industry, with over 16 years and 9 years of experience, respectively. They are both Authorised Representatives of Humble Goode Financial and hold specializations in various areas, including tax structuring, superannuation, and estate planning.
Our Commitment
At Humble Goode Financial, we are committed to providing exceptional service, expert knowledge, and personalized attention to our valued clients. We pride ourselves on being approachable, professional, and dedicated to helping you achieve your financial goals.
Five-Star Reviews for Humble Goode Financial
Professional and Knowledgeable Team
Clients of Humble Goode Financial rave about the excellent service they received from Adam, the team, and the company as a whole. Reviewers praise Adam's open and honest approach, his ability to work collaboratively with clients, and his willingness to provide advice on investments outside of his oversight. The team's comprehensiveness, efficiency, and promptness in reviewing and developing clients' strategies are also highly commended.
Personalised and Respectful Service
Reviewers highlight the team's willingness to listen and tailor their advice to meet individual clients' needs. Humble Goode's boutique provider status allows for easy consultation, and their comprehensive and personalised service has led to long-term relationships with clients. Adam and Victor's genuine, friendly, and knowledgeable approach has earned them a reputation for providing exceptional financial advice.
Results-Oriented and Transparent
Many reviewers have seen significant results from working with Humble Goode, including improved financial planning, increased superannuation returns, and savings from tailored insurance and wealth advice. The company's ability to stay the course during challenging market conditions, such as the pandemic, has also been praised.
Recommendations and Testimonials
Many reviewers would "not hesitate" in recommending Humble Goode to friends, family, or anyone seeking financial advice. Reviewers appreciate the company's integrity, reliable performance, and responsiveness to clients' needs.
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