Welcome to Hudson

Brisbane's Financial Advisers & Planners

Since 1992 we’ve managed the wealth and provided financial services to thousands of Australians.

Passionate, Family based financial services

Hudson is a passionate, family based financial services firm based in Brisbane. We are not licensed through the providers of financial products, which allows our firm the objectivity to select the most appropriate solutions available market-wide. Holding our financial services license gives us greater capacity to put clients first, effectively removing potential conflicts of interest.

With convenient face to face meeting options available in Brisbane, as well as the flexibility of video conferencing, we make our services available wherever you are. We have clients reaching Perth, Tasmania, North Queensland and everywhere in between.

Hudson offers a level of personal service that bigger corporations and super funds cannot deliver. Our team work closely so that we interact with you as part of our community, not as an account number.

The best time to plant a tree was yesterday, the 2nd best time is today. We focus on building long-term relationships and strategies built on trust and value. Contact us to find out more.

Hudson Research back in the 90s

Our Financial Services

Share Market Investment

Property Investment Advisers

Superannuation Advice

Retirement Planning

Wealth Managment

Self-Managed Super Fund

Budgeting & Cash Flow Management

Wealth Protection & Personal Insurance

Tax Advice

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Plant a tree with us today, to sit in the shade in the future.

Our Process

Initial Consult

This is where we get to know you and what matters most in your life. We take the time to identify your needs, objectives, financial situation and timeframes. We then confirm how we can help navigate your financial journey with you.

Create Your Stategy

At this stage, we will ask you to fill out a Personal Financial Profile and a risk profile. Your adviser will then analyse the information provided and will develop an appropriate strategy. A fee will be quoted and agreed upon at this stage and will depend on the complexity of the proposed plan.

Presenting Your Strategy

Once your plan is finalised another appointment will be made to outline projections, products and to confirm fees. This is only a draft and allows for changes and further clarity before we move to implement the plan.

Strategy Implementation

We will action your plan and confirm once everything is in place.

Ongoing Review Meetings

We will provide ongoing support to help you navigate through the financial complexities associated with each stage of your life. Adapting to your changing needs is the key to long term success. As part of your initial agreement, we will have annual, bi-annual or quarterly reviews. Additionally, we are always here if circumstances change and you need to speak with us.

Our Advisers

Our team at Hudson have extensive education behind them to back up the recommendations and strategies that we offer our clients. We undertake continuous professional development and attend training programs so that we are up to date with legislative changes to Superannuation, investments, social security (including age care) and the tax environment. We are members of FINSIA, the FAAA, and the Tax Practitioners Board. Hudson is also a member of the Boutique Financial Planners Association and we are in the process of becoming both B Corp certified and a Fiduciary Firm.

Our collective qualifications are:
Bachelor of Commerce (x 4)
Bachelor of Applied Finance and Economics (1st class honours)
Bachelor of Business
Masters in Applied Finance
Graduate Diploma of Applied Finance and Investment (x 3)
Diploma of Financial Planning(x 4)
Diploma of Business Advance Diploma
Business Accounting
Advanced Diploma of Financial Planning
Graduate Diploma of Financial Planning

Our advising team cannot operate without the continued support and dedication of our support team. However, they are the voice of Hudson and for the purpose of introducing our team, they are the face you’ll get to know. They are Ivan Fletcher, Michal Lancemore, Aaron Alston, Melissa Grimshaw and Kris Wrenn.

Book a FREE 15 minute meeting

Plant a tree with us today, to sit in the shade in the future.

Investment Committee

Introducing Hudson’s investment committee. Hudson Financial Planning maintains an approved product list which we hold an open license for, allowing us the freedom to choose any products that we deem appropriate.

Our internal investment committee meet once a month, and our external asset consultant, Michael Furey, from Delta research, meets with us once a quarter, to discuss financial product research and the economy. This is then used to carefully select and maintain an extensive list of approved products (APL) for our Advisers to use when providing personal advice.

We also have clients with Hudson model portfolios and these meetings determine the asset allocation for these portfolios. Our research is backed by Lonsec and Morningstar in addition to our in house team.

Our strategies are guided by long term value creation and by looking ahead towards the future of societal and business transformations.
Investing is about having insight, diversity of views and constructive discussion around big investment options. Anticipating big change over 10 years means having a long term outlook. An example of this would be AI technology and companies committed to 0% carbon emission.

Our investment committee consists of Juanita Wrenn, Ivan Fletcher, Melissa Grimshaw, Isaac Robinson and Michael Furey.

Economic Committee

Introducing Hudson’s economic committee. Hudson Financial Planning maintain an in-house economics team. We meet quarterly to discuss economic conditions for household and corporate balance sheets. We discuss what history might suggest for financial markets and where areas of vulnerability may lie, such as private credit, commercial real estate, bank loans, interest rates, the Aus dollar, equity markets, bond markets and international markets.

An example would be; if we believe that growth and inflation has peaked, and we see greater recession risk than markets are pricing in, this supports a positive outlook for fixed income returns.

The impact of monetary policy, fiscal policy and depletion of excess savings will play out at different speeds among different countries. By discussing the economic conditions of different countries, it provides an overview for which the investment committee can make decisions on the financial markets.

Our Economic Committee consists of Juanita Wrenn, Brendan Gilmour, Isaac Robinson and Kris Wrenn.