John Hockey
About Me
John Hockey is a distinguished figure in the field of financial advising, serving as a Director at Plus Seven Financial Management, where he brings a wealth of experience to his role, having embarked on his financial career as a Investment Banker, then Stockbroker in 1985.
In his advisory role, John is known for his strategic approach to financial planning and longer term outlook. He has a knack for identifying often overlooked opportunities, such as tax reduction strategies, reducing so called inheritance tax from super, maximising capital gains reductions and working through redundancy options along with TPD payout and how best to navigate the reduction in tax, especially via super. His comprehensive understanding of the financial landscape, combined with his commitment to client success, makes him a trusted partner in the journey towards financial prosperity.
Areas of Focus
- Aged care
- Cashflow management
- Debt management
- Divorce
- Employment changes
- Estate planning
- Government assistance
- Investments
- Life/personal insurances
- Retirement
- SME advice
- SMSF
- Superannuation
- Wealth management
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Highest Level of Education Diploma
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Years of Experience 25 Years
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Licensed By Personal Financial Services Ltd