James Hoare
Financial Adviser
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About
James Hoare is an ASIC-registered financial adviser based in Brisbane, QLD, dedicated to helping clients achieve their financial goals with tailored advice and comprehensive strategies. James holds a Bachelor of Business from QUT (2015) and a Graduate Diploma of Financial Planning from Kaplan (2021). His qualifications, coupled with a commitment to ongoing professional development, ensure he provides up-to-date and effective financial solutions. James is authorised to provide advice on a range of financial products, including superannuation, wealth management, Securities, and Government Debt Securities. This allows him to offer comprehensive guidance in areas critical to building and preserving wealth. Key services offered include: • Superannuation advice: Optimising your superannuation strategy for retirement. • Wealth management: Creating and managing investment portfolios to grow your wealth. • Securities Advice: Providing advice and guidance on investments in the share market. • Government Debt Securities: Offering advice on investing in government bonds. James is committed to building long-term relationships with his clients, based on trust, transparency, and a deep understanding of their individual circumstances. Ready to take control of your financial future? Contact James Hoare today to schedule a consultation and discover how he can help you achieve your financial aspirations.
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Frequently Asked Questions
What types of financial advice does James Hoare offer?
James Hoare specialises in superannuation advice, wealth management, and advice relating to Securities and Government Debt Securities. He can help you with strategies for building wealth, planning for retirement, and making informed investment decisions.
What are James Hoare's qualifications?
James Hoare holds a Bachelor of Business from QUT (2015) and a Graduate Diploma of Financial Planning from Kaplan (2021).
What is the process for becoming a client of James Hoare?
The process typically begins with an initial consultation to discuss your financial goals and current situation. From there, James will develop a personalised financial plan tailored to your needs. Regular reviews and ongoing support ensure your plan remains aligned with your evolving circumstances.
How can wealth management advice from James Hoare benefit me?
Wealth management advice from James Hoare can help you create a diversified investment portfolio, manage risk, and achieve your long-term financial objectives. He provides guidance on asset allocation, investment selection, and portfolio monitoring.
What should I expect during my first meeting with James Hoare?
During your first meeting, you can expect to discuss your financial goals, current financial situation, and any concerns you may have. James will listen carefully and ask questions to gain a thorough understanding of your needs. This information will be used to develop a tailored financial plan.
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