logo Loading...
loading
logo

Inspiring Change For A Brighter Financial Future

Hudson Financial Planning has been providing trusted and professional advice since 1992. Our vision was to educate as many people as possible about their financial journey. Over the years we have matured into a full-service financial planning firm, offering our clients the ability to take care of all of their financial needs in one place. Our core focus of empowering everyday Australians to make educated decisions has not changed.

We are committed to what’s best for your finances, not products or organisations

Hudson holds its own Australian Financial Services License through ASIC, which allows us to choose which investment and insurance products we support in-house. This differs from most financial planners that pay a licensing fee to a dealer group such as AMP or IOOF to “piggy-back” their license. Those advisers are bound to the products and rules/restrictions of that organisation.

We were built for the year 2020, but we started 28 years ago!

Our team provides individual plans and ongoing wealth management to approximately 3,000 clients around Australia. Our appointments have been predominantly conducted over the phone or via Zoom way before it was practical and necessary.

Hudson’s investment philosophy is to help our Hudson family to make educated and informed decisions about their finances. We want to inspire you to make small changes that will make a huge difference to your financial future and we want to keep you from steering from your path.

The Hudson Community: What You Need To Know

Our Advice extends beyond investment and risk protection and everyone that is part of the Hudson Community has access to our holistic financial care to help take one less worry out of your life journey. By becoming part of the Hudson Community you will gain access to:

  • Monthly newsletters keeping you to date with industry news and as well as offering advice on wealth creation.
  • Our award winning mortgage broking team who can advise on home loan structuring, debt reduction strategies and advice on borrowing capacity for investment properties.
  • Property advisers who can act as buyers agents, builders who can work closely with our clients to build new homes, or investment homes, and our property investment advisers who can source new developments and projects.
  • Specialised accountants who work in collaboration with your Hudson adviser, maximising tax management benefits towards your financial goals.
  • Exclusive invites into our Hudson Property Facebook Group.
  • Access to Hudson’s community page where you can share your business and ideas with like-minded people.
  • Answers to all of your questions and the clarity needed to help you retire in style or whatever your goals may be.

If Hudson begins to manage your investment or Superannuation investments, you would also be entitled to:

  • Access to your dedicated financial adviser.
  • Regular reviews and adjustments to ensure that your financial plan is changing with you.

Hudson advisers provide clarity and direction so that together you can work through whatever the future brings.

The Hudson Process

Initial consultation

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. A fee will be quoted and agreed upon at this stage and will depend on the complexity of the proposed plan.

Create your strategy

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.

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.

Meet The Team

Juanita Wrenn

Juanita Wrenn

Managing Director
  • Bachelor Of Commerce major in Finance
  • Graduate Diploma of Financial Planning
Kris Wrenn

Kris Wrenn

Senior Adviser/CFO
  • Bachelor of Business Economics, BSc with honours,
  • Diploma in Financial Planning, Dip Fin.
Matthew Paul

Matthew Paul

Chief Operations Officer
  • Certificate in Small Business Management Level IV
Ivan Fletcher

Ivan Fletcher

Senior Adviser
  • Bachelor of Commerce
  • Graduate Diploma in Applied Finance & Investment (ASIA)
  • FINSIA - Senior Associate
Michal Park

Michal Park

Senior Adviser
  • Masters in Applied Finance (Kaplan)
  • Diploma in Financial Planning
  • Diploma in Business (Accounting)
  • Affiliate Member of Securities Institute of Australia
  • Graduate Diploma in Financial Planning (Finsia)
Aaron Alston

Aaron Alston

Wealth Manager
  • Bachelor of Commerce
  • Advanced Diploma of Financial Planning
  • Self Managed Super Fund Certificate; Monash University 2015
Melissa Grimshaw

Melissa Grimshaw

Associate Adviser
  • Bachelor of Business major in accounting
  • Diploma of Financial Planning
  • Diploma of Management
Katie Gilmour

Katie Gilmour

Paraplanner
Heather Ford

Heather Ford

Associate - Broker
Additional Services

Hudson works in collaboration with lawyers and accountants to ensure that all of your financial goals and objectives are looked after under one roof. We’d like to introduce you to our team.

It’s time to be better with your finances!