Welcome to Hoxton Wealth, the new home of Hoxton Capital

Financial Planning

We combine advanced technology with personalized financial planning to help you achieve financial freedom.

ServicesFinancial Planning

Our mission is to empower you to reach your financial goals through innovative, data-driven strategies tailored to your unique needs.

We are committed to delivering exceptional service while embracing the future of financial advisory.

We offer our clients a fresh approach with a dynamic energy that sets us apart from our competitors. Our main goal is to ensure our client’s financial needs are met, no matter where they are in the world.

How Can We Help You?

If you would like to speak to one of our advisers, please get in touch today.

With our years of financial planning experience, we at Hoxton Wealth are committed to helping you develop your future, focusing on what’s important for you and guiding you to make informed financial decisions. 


Your Financial Planning Partner

Why Choose Hoxton Wealth for Financial Planning?

In today's dynamic financial landscape, a comprehensive and forward-thinking approach is essential. At Hoxton Wealth, we integrate ultramodern technology with expert insights to provide a seamless, efficient, and personalised financial planning experience.

  • 1Technological Integration

    Our advanced platforms and tools, including the Hoxton Wealth App, allow for real-time monitoring, data analysis, and efficient financial planning, ensuring that your financial strategies are always aligned with your goals.

  • 2Personalised Strategies

    We understand that every client is unique. Our advisors take the time to understand your specific financial situation, life goals, and risk tolerance to craft a customized financial plan.

  • 3Global Reach

    With a presence in key financial markets around the world, we offer a broad perspective and diverse financial planning solutions that cater to your needs, no matter where you are.

  • 4Expert Advisory Team

    Our team includes seasoned financial experts with deep industry knowledge and a commitment to continuous learning and adaptation in the fast-paced financial environment.

  • 5Client-Centric Approach

    Your satisfaction and success are our top priorities. We keep transparent communication and provide ongoing support to help you navigate your financial journey with confidence.


Our Philosophy

Financial Planning

At Hoxton Wealth, we believe in a comprehensive approach to financial planning that balances growth potential with security and sustainability.

Comprehensive Assessment

By conducting a thorough assessment of your financial situation, goals, and risk tolerance, we develop a well-rounded financial plan tailored to your needs.

Proactive Management

Our advisors continuously check your financial plan and make necessary adjustments in response to changes in your life circumstances and the economic environment.

Long-Term Focus

We aim to create financial plans that provide long-term stability and growth, helping you achieve financial security and peace of mind.


Expert Advice

Our Financial Planning Solutions

Our core business is helping Australian residents navigate the complexities of transferring overseas pensions to Australia. Particularly, if you have moved from the UK, we are experts in UK pension transfers.

We also offer a comprehensive suite of financial planning solutions designed to meet the diverse needs of our clients. Whether you are planning for retirement, saving for education, or managing your wealth, Hoxton Wealth has the ability and resources to help you succeed.

  • 1Financial Assessment

    We start by thoroughly evaluating your financial situation, including income, expenses, assets, and liabilities. This assessment lays the groundwork for creating a solid and effective financial plan.

  • 2Goal Setting

    Identifying and prioritizing your financial goals is essential for a focused plan. We work with you to define short-term, medium-term, and long-term goals, ensuring each is achievable and aligned with your life ambitions.

  • 3Strategic Planning

    We develop a comprehensive plan that addresses all aspects of your financial life, including savings, insurance, retirement, and estate needs. Our strategies are tailored to your unique circumstances and goals.

  • 4Collaboration with Investment Managers

    By working closely with investment managers like Aditum, we ensure that your investments are aligned with your financial plans and goals, providing a cohesive and integrated approach to wealth management.

  • 5Retirement Planning

    We create a robust retirement plan that focuses on building sufficient retirement savings and generating sustainable income throughout your retirement years.

  • 6Estate Planning

    Our estate planning services help you structure your assets for optimal distribution and legacy preservation, ensuring that your wealth is transferred according to your wishes.

  • 7Insurance Review

    We assess your insurance needs to ensure you have the right coverage in place to protect your financial health and provide peace of mind for you and your family.

  • 8Education Planning

    Preparing for future education costs is crucial. We help you plan and invest in education savings, ensuring that you can support your children's academic goals.

  • 9Plan Monitoring and Adjustment

    Financial planning is not a one-time event; it’s an ongoing process. We regularly review and adjust your financial plans to reflect changes in your life circumstances and goals, ensuring your plan remains relevant and effective.

  • 10Client Education

    We believe in empowering our clients through education. We provide ongoing support and resources to help you understand and implement effective financial strategies, enabling you to make informed decisions.

The Hoxton Wealth App: Your Financial Planning Companion

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Comprehensive Dashboard

View all your financial plans in one place with our intuitive dashboard. Monitor performance, track progress, and stay updated with real-time data.

WealthFlow

Our innovative WealthFlow feature offers a holistic view of your financial health by allowing you to connect and synchronise your bank accounts and investment accounts. This integration enables seamless tracking of your finances and better financial planning.

Goal Tracking

Set and track your financial goals within the app, receiving regular updates and insights to help you stay on course.

Live Net worth Tracker

Keep an eye on your overall financial health with our live net worth tracker, which aggregates data from all your accounts to offer an up-to-date view of your net worth.

Secure Document Storage

Store important financial documents securely in the app, ensuring you have access to them whenever needed.

Alerts and Notifications

Stay informed with custom alerts and notifications on market movements, financial plan updates, and opportunities to enhance your financial strategies.


Testimonials

What our clients have said

“I have had a great experience with Hoxton capital. Izzy was really supportive an...”

Carl

16, August

“My experience was great.
People took time to explain. There was no pressure. ”

Andrew Glossop

15, August

“From the beginning of our relationship, Hoxton guided us all the way, supporting...”

DazMac

11, August

“The Professionalism and Dedication of Jack Reed and the Team. Jack Reed is an exemplar in the field of financial advice and wealth management...”

Mann, Sam

09, August

Contact Hoxton Wealth

Contact us today to discover how Hoxton Wealth can help you achieve your financial goals. Together, we can build a brighter financial future.