|Name||Ben Smith CFP®|
|Company||HawkeSmith Private Wealth|
|Address||Suite 3-4/110 Crown Street
Wollongong, NSW 2500
|Phone||02 42 283200|
HawkeSmith Private Wealth is a locally owned business established in 2008 by Daniel Hawke and Ben Smith.
At HawkeSmith we help our clients get their financial house in order so they can achieve their goals and spend more time doing the things they enjoy.
Our combined expertise and passion mean that our clients have the following traits:
1. Accumulators (25-45 years), dual income of $130,000 plus, investable assets of $100,000 plus (including super) have children, time poor, white collar, disorganised, want to take control and want to delegate.
2. Pre-Retirees (45-65 years), white collar, SME owners, family income of $200,000 plus, investable assets of $500,000 (including super), value expertise, want peace of mind, want to delegate and free up time.
Our Non-negotiables: Client Best Interests, Reliability, Consistency, Adding value
Our Values: Reputation, Passion, Success, Empathy, Accountability