John Hockey Financial Planner

Australian Unity Personal Financial Services

Your financial wellbeing is our focus

Our financial advice philosophy is based on mutual understanding between our clients and us. It is a service model based around you as an individual, and it is something precious few institutions can deliver on.

We will take the time to understand you – your situation, your needs and your aspirations. Then we will help you define your financial goals, and your vision of a secure financial future.

And then, working side by side, we will develop a financial plan which will help you reliably achieve your goals.

Importantly, your financial plan will not be a pre-packaged solution. It will be tailored to your individual requirements to ensure you make best use of your financial resources now, and in the future.

And if your financial goals change along the way, or if the legislative or investment framework in which we work changes, we will modify your plan accordingly to keep you on track.

John-Hockey1111

John Hockey*

Dip FS (FP)

John Hockey

John Hockey is a financial planner with substantial experience in helping clients to create secure financial futures. John specialises in developing strategic financial plans for clients

MORE
John-Hockey1111

John Hockey*

Dip FS (FP)

Financial Planner

John Hockey is a financial planner with substantial experience in helping clients to create secure financial futures. John specialises in developing strategic financial plans for clients who are:

  • About to retire
  • Facing redundancy
  • In retirement
  • Accumulating wealth
  • Selling their business
  • Investing a lump sum
  • Entering an Aged Care Facility
  • Entering a Retirement Village
  • Personal Insurance
  • Wishing to reduce their tax liability

John’s financial career started as an Investment Banker in 1985 and he has since worked in related financial fields. John’s advisory expertise includes retirement planning, investments, superannuation, taxation, Centrelink eligibility, risk insurance, and investment gearing. John has also helped many people unravel the Aged Care complexities and in turn maximising their Centrelink and DVA benefits.

*John Hockey is an authorised representative of Australian Unity Personal Financial Services Limited (ABN 26 098 725 145) AFS Licence No. 234459, 114 Albert Road South Melbourne VIC 3205. Australian Unity Personal Financial Services is a wholly owned subsidiary of Australian Unity Limited. Australian Unity respects your privacy. Refer to our Privacy policy and Security policy for more information.

We’ll help you achieve your vision of a secure financial 
future… every step of the way

We specialise in providing professional strategic advice to help you improve your current financial position and ultimately achieve your long term lifestyle goals.

Importantly, our initial advice isn’t a ‘set and forget’ service. Instead we offer you regular financial mentoring and ongoing guidance – in all aspects of your personal finances – to set you, and keep you, on the path to financial wellbeing.

LEARN MORE ABOUT HOW WE WORK >

Client Education Centre

Join our free educational e-newsletter mailing list

If you would like to receive our free educational e-newsletters, please let us know by sending us an email

Some important information

What is our investment philosophy?
What is our approach to asset allocation?
What is the value of our advice?

Our Financial Advice

  • Retirement Planning MORE

  • Superannuation Planning MORE

  • Investment Planning MORE

  • Redundancy Planning MORE

  • Wealth Planning MORE

  • Estate Planning MORE

  • Personal & Business Risk Insurance MORE

  • Personal Risk Insurance MORE

  • Business Estate Planning MORE

  • Buy/Sell and other business insurance MORE

Our Financial Wellbeing Blog

Let us keep you up-to-date on everything finance related

Meet the Team

Jake Edgar

Jake Edgar

Authorised Representative