Rachel Hubbard
Financial Adviser
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About
Rachel Hubbard is an ASIC-registered financial adviser based in Newcastle, NSW, dedicated to helping clients achieve their financial goals with tailored and practical advice. Rachel holds a Graduate Diploma of Financial Planning from Kaplan Higher Education (2023), providing her with a strong foundation in financial principles and practices. Rachel is authorized to provide advice on a comprehensive range of financial products, ensuring that clients receive well-rounded support in key areas of their financial lives. This includes superannuation, insurance, wealth management, and retirement planning. She is also qualified to advise on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. Rachel's commitment to her clients is reflected in her personalized approach, taking the time to understand each individual's unique circumstances and aspirations. • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment advice Ready to take control of your financial future? Contact Rachel today to schedule a consultation and discover how she can help you achieve your financial dreams.
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Licence & Registration Details
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Frequently Asked Questions
What types of financial advice does Rachel Hubbard offer?
Rachel Hubbard provides advice on superannuation, insurance, wealth management, retirement planning, Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts and Government Debt Securities. Her services are designed to help you achieve your financial goals.
What qualifications does Rachel Hubbard have?
Rachel Hubbard holds a Graduate Diploma of Financial Planning from Kaplan Higher Education (2023).
How does Rachel Hubbard develop a financial plan for her clients?
Rachel takes a personalized approach, starting with understanding your unique circumstances, financial goals, and risk tolerance. She then develops a tailored plan to help you achieve those goals, regularly reviewing and adjusting the plan as needed.
What should I expect during my first consultation with Rachel Hubbard?
During your first consultation, Rachel will discuss your current financial situation, your short-term and long-term goals, and any concerns you may have. This initial meeting is a chance for you to get to know Rachel and for her to understand your needs.
Can Rachel Hubbard help me with my retirement planning?
Yes, Rachel specializes in retirement planning and can assist you in creating a strategy to ensure a comfortable and secure retirement. She can provide advice on superannuation, retirement savings accounts, and investment strategies.
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