Hexagon Financial Services is a CPA & CFP practice in Sydney, Australia with more than 15 years of successful experience. Located in Bondi Junction, Hexagon had and continue to serve clients in financial planning both in Australia and internationally. Bill Karraz is the principal owner of Hexagon Financial Services. He is a highly respected Certified Financial Planner (CFP) which is evidenced in his high regard and acceptance within a tough financial planning industry. Hexagon Financial Services is licensed by ASIC (please click on the ASIC link and type Karraz or license number 247108).
How to choose a Financial Planner:
Do you need advice? If you don't understand the investment markets and have no time to research or keep up to date, then yes.
Where can I find a financial planner? There are three categories of planners, most are owned by banks or Fund managers or insurance companies or Industry fund or independent. By choosing us you are hiring a 100% independently owned small practice with access to most funds and non funds products such as shares, direct property etc.
What qualifications should my financial planner have? Bill Karraz T/A Hexagon Financial Services, holds an AFSL & Australian Credit licence, who is also is a Certified Financial Planning (CFP) and Certified Practicing Accountants (CPA) which is rare, also has completed a double major in Finance and Accounting Degree from UTS Sydney and has over 15 years experience.
Are they Independently owned or bank/fund owned? We are Independently owned charge fees for our services we are not product pushers or target sales financial planners.
How much will it cost? We are mainly a fee based practice, but we may also receive commissons from third party which will be fully disclosed prior placement of buinsess eg life insurance and realestate etc.
What actually is the financial planning process? Identify your Goals, provide a Strategy matching your goals, Planning for the future, Implementing the business and Review.
Financial Planning for More Than a DecadeHexagon Financial Services and Hexagon Tax Professionals are not aligned or affiliated with any bank, financial institution, or fund manager because we are 100% independently owned and operated. This is a very important distinction because it allows us to hold ourselves to a higher level of perfect. We have been helping clients with their financial planning, wealth creation, insurance and SMSF needs since 1987.Hexagon's Financial Planning Services:
Standard Margin Loans
Life and TPD
IRR and NPV
Super and Retirement Advice
SMSF (Self Managed Superannuation Funds)
Capital Protected Investments
Asset Structure and Asset Structure Financial Planning
Budgeting and Cash Flows
Taxation and Estate planning
Seven reasons why Hexagon Financial Services Will Meet Your Financial Planning Needs:
Free your time: Let us do the searching, recommending, and formulate your investment strategies so you have more time for yourself.
Non-bank or fund manager owned: Hexagon Financial Services is not a manufacturer of products. According to recent research, financial product providers own three out of four financial planning dealers in Australia. These dealers have a financial interest to promote their parent company’s products! (See sample table below.)
Access to approximately 250 products and more than 50 funds: Every product recommended by us must pass a thorough rigorous research process. Our approach is to select products that are well designed, cost competitive, have a proven track-record, and offer high levels of service.
The latest, most up-to-date information: Your Hexagon Financial Service adviser is a dedicated professional who is constantly working hard to keep up with all the latest information.
One-stop-shop: Your Hexagon Financial Services adviser can provide you with comprehensive financial planning advice such as accounting, tax, investment, home loans, all done in-house.
A financial planner with a tax & accounting background: Your Hexagon Financial Planner is the best professional to provide financial advice because they understand tax. We can legally recommend the most effective tax strategies as well as wealth creation to allow you achieve your retirement & investment goals.
100% independently owned: When you deal with Hexagon Financial Services you will be dealing with Bill Karraz who is the principal licensee and not an authorized person to a principal dealer whom you will never see.