Our Services
Honeywell Capital offers a range of services to ensure we help you achieve more. We provide advice that encompasses all areas of your financial needs to ensure the advice we are providing is of the highest quality.
We look at each individual part of your life to ensure that the financial advice that is given is tailored to your wants and needs. Our goal is to ensure your financial success.
“Risk comes from not knowing what you are doing”
– Warren Buffet
We not only offer our services below, but our experience and our knowledge too.
Through the many years that we have gained our wealth of
knowledge, we have accumulated experiences and invested heavily
in our team. Our services are unparalleled in the market and
are offered to you as our clients to help you achieve financial freedom.
Superannuation
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Superannuation is Australia’s main investment strategy that people use to fund their retirement. At Honeywell Capital our aim is to match your goals with the best investment options to ensure that you are able to retire in a more financially capable position.
Debt Management
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If you are experiencing financial hardship, we can arrange for a debt brokerage service to help you get back on track. We will work with you to ensure your outcome meets cashflow requirements and falls in line with all other financial considerations.
Budgeting
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Our team of experts can analyse your personal cash flow to help you achieve your financial goals. Budgets can also lead to good questions around cash reserves, cash buffers and liquidity. We supply you with a budget tracker that you can elect for us to access live, so that we can make comments and recommendations.
Personal Investment Planning
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A PIP is Honeywell Capitals advice offering for all investments that you may hold outside of your superannuation. We provide clients with advice on putting together direct share portfolios that suit your situation and investment profile. We also provide advice – general and personal – around cash deposits, international equities, property funds or other alternative investments.
Personal Insurance
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Personal insurance protects you and your family if you experience unforeseen events like loss of job, serious illness, or death. We can help you tailor it through superannuation or as a separate policy. This includes life cover, total and permanent disability cover, income protection, and trauma cover.
Estate Planning
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Our team of experts at Honeywell Capital can provide guidance and education on wills, power of attorney, superannuation nominations, and organisation of property and ownership. The more complicated your affairs, the more critical your estate planning is, and this is where we recommend you to a qualified solicitor.
Ready to take the next step?
When becoming a client at Honeywell Capital our process is simple! Contact us now to get started.
Initial Meeting
Whether it is on the phone, via video conference or in person; we aim to understand your goals and objective both financially and personally. This initial meeting also allows you, the client, to ask questions about our experience and competencies. We will inform you of the financial planning process and we will agree on the services you would require advice on.
Information
Consolidaton
Your financial planner will take all the information gathered in the initial meeting and request some documentation off you, if you haven’t already supplied it in the initial meeting. You can assist us by clicking the link and gathering all documents before your meeting. If our team needs any other information, they will reach out to you during this time.
Research
Our advisers will then work with our research and paraplanning team to construct a bespoke/tailored financial plan. In this we analyse and assess your financial status and develop recommendations that help you achieve your long term and short-term goals.
Present
Once all the research has been completed we will meet with you to present you with recommendations that will assist you in achieving your goals. During this time we can help to clarify any points, discuss any changes, and ensure you are satisfied with your ongoing service agreement.
implement
After all the documents are signed then the advisor and the team at Honeywell will then implement the advice that was given. Honeywell provides consistent updates throughout different stages of the implementation process.
review
We will consistently review your investments and advice to make sure you are on track to meet your retirement goals. We are also available for when those goals may change.
ABN: 26 669 607 934
AFSL: 550438
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