Financial Planning in the Hills

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Financial Planning in the Hills Financial Planning, investment, superannuation and insurance advice It does not take into consideration any persons objectives, financial situation or needs.

The information contained on this page is for discussion purposes only and is not intended to constitute financial product advice. You should consider its appropriateness and consider seeking professional advice relevant to your individual needs before making a decision based on any information on this page.

This is some of the ‘optional extra’ stuff that is included, when your financial planner is a “Baby Boomer”.No extra cha...
23/10/2026

This is some of the ‘optional extra’ stuff that is included, when your financial planner is a “Baby Boomer”.

No extra charge.

Mollys first overnight RoadTrip.Back in 1988, Scottish band the Proclaimers ( where I incidentally have a “six degrees o...
23/10/2026

Mollys first overnight RoadTrip.

Back in 1988, Scottish band the Proclaimers ( where I incidentally have a “six degrees of separation” connection ) told the world that they would walk 500 miles.

Molly and I left the farm on Wednesday morning ( complete with a local guard of honour ) stopping at the office before heading to clients at Mayfield and an overnight stop at Newcastle.

Yesterday, clients were visited at Carey Bay, and today at Fullerton Cove and Tanilba Bay before we turned around and headed for home.

Lots of smiles, lots of conversation, lots of improved positions combined with some very sincere thanks.

Molly didn’t quite get to the five hundred mile mark, arriving back at the farm tonight recording a 466 miles ( 750 kilometers ) adventure.

It has been a delightful three days.

There were deeds of trickery last night, starting with my lovely wife suggesting we go out for dinner.The ‘local, quiet ...
17/10/2026

There were deeds of trickery last night, starting with my lovely wife suggesting we go out for dinner.

The ‘local, quiet dinner’ was at Camden, which I then entered with an extremely puzzled look, after the hostess greeted Hannah and Sara with “everyone is here”

Everyone ? Everyone ?
What do you mean, everyone ?

To my absolute, humbled surprise / disbelief / astonishment I was shown to a table full of FP Hills staff, friends and family … all in honour of opening Financial Planning in the Hills twenty years ago.

It was, in every sense, a celebration of two decades of my office … and 100 percent a complete and total surprise.

I am overwhelmed that my office would arrange this for me, and astounded that Hannah, Sara and Daniel all managed to keep it quiet.
Apparently, there has been a lot of secret squirrel stuff going on the last couple of weeks.

The night will show I consumed more w**e that I have done in the last twenty years ( Sara drove home, in case you were wondering ), we laughed, we told stories, we remembered … and yes, we celebrated.

I was given a lovely personalized card, and a thoroughly unique piece of art, that I will proudly hang in the office so everyone can see.

And I got hugs, and many congratulations and genuine heartfelt thanks for two decades ( and more ) of “well done”.

Thank you really doesn’t go far enough …
twenty years after starting the most amazing journey, the people who matter most to me all gathered to enjoy a very special anniversary.

I really was a night to remember.

16 October 2026Today marks twenty years since we opened the doors at Financial Planning in the Hills.It's hard to believ...
16/10/2026

16 October 2026

Today marks twenty years since we opened the doors at Financial Planning in the Hills.

It's hard to believe that time has passed so quickly, and that we have achieved so much in that time.

I am extremely proud ( and grateful ) of all who have contributed to the FP Hills story, who have made the office a good place to work, to visit and to be a part of.

Thank you doesn't go nearly far enough.
From the bottom of my heart, you mean the world to me.
Thank you for sharing in my financial planning vision, and making dreams become reality.

From high quality financial planning, to our Cambodian Water Pump Project, to sponsorships of penguins, Royal Flying Doctors and ( many and varied ) local sporting teams . . . our aim has always been to make a positive difference.

Collectively, you are the FP Hills Family, and without you all, none of this would have been possible.
Thank you for your love, your support and your continued enthusiasm for what we do.

So . . . Happy birthday to Financial Planning in the Hills . . .
may we continue to do what we have loved doing, for many years to come.

Respect of the highest order today, as one of our much loved long term FP Hills family rolled their sleeve up for the 20...
01/10/2026

Respect of the highest order today, as one of our much loved long term FP Hills family rolled their sleeve up for the 200th time, helping to make the world a better place.

Today was Red Cross blood donation number two hundred, a wonderful milestone that an entire community will celebrate.

From all of us at FP Hills, we salute you and pass on sincere thanks for making such a difference.

🩸 🩸 🩸

We learn today that after forty years of service, one of our much loved clients has finished his tour of duty in the NSW...
01/10/2026

We learn today that after forty years of service, one of our much loved clients has finished his tour of duty in the NSW Ambulance Service, and leaves to pursue the delights of retirement.

On behalf of myself, my office and the extended FP Hills family … congratulations on your wonderful career, your outstanding service to our community, and four decades of dedication to your profession.

It has been a treat to look after you and your family for so many years, and we will look forward to the many adventures that the years ahead will bring.

Thank you, and the very best of good wishes.

Let’s join the dots for a moment …If interest rates go up, and the cash rate is now more than twice the figure that the ...
30/09/2026

Let’s join the dots for a moment …

If interest rates go up, and the cash rate is now more than twice the figure that the Reserve Bank has as its “target” inflation figure .. how does inflation come down ?

Inflation is used as the argument for wage increases, which means by default business costs go up, so price of goods goes up … and you have more inflation.

And make no mistake here, an increase in interest rates for business, means another increase in the costs of doing business … and yes, a business that wants to stay open will need to increase its prices to keep its doors open.

It stands to reason that if the costs of doing business are rising faster than the Reserve Bank / Government objective of two-to-three percent inflation … how does inflation come down without destroying business in the process ?

It’s a nasty, viscous cycle … and it’s completely avoidable with proper management and a little bit of common sense foresight.

If you need to know ….
27/09/2026

If you need to know ….

Just in case you were wondering …My company business name is Kirkcaldy Investments … named after my Scottish “home” from...
24/09/2026

Just in case you were wondering …

My company business name is Kirkcaldy Investments … named after my Scottish “home” from my cricketing days.

Address

37/7 Anella Avenue
Castle Hill, NSW
2154

Opening Hours

Monday 8:30am - 4pm
Tuesday 8:30am - 4pm
Wednesday 8:30am - 4pm
Thursday 8:30am - 4pm
Friday 9am - 3pm

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