HQB Financial Solutions

HQB Financial Solutions is a family-run financial advisory and planning firm serving the Coffs Coast area, including Coffs Harbour, Woolgoolga, Macksville, Grafton, and Bellingen. It has been providing financial services for over 10 years. Craig Jackson is the primary contact. Its services include financial planning, advice, and wealth management. A discount is offered to individual veterans and their families.

Financial advice tailored to individual circumstances is the thread running through feedback on this Coffs Harbour practice, with Craig Jackson the practitioner most clients name. His manner is described as knowledgeable and approachable, and several clients note that complex financial situations are broken down into terms that are easy to follow. Superannuation consulting and retirement planning feature prominently among the services discussed, alongside investment guidance and stock broking. More than one review highlights that questions are answered promptly and that support continues after the initial consultation.

The personalised nature of the service is a point that comes up often, whether the client is a single person sorting out a portfolio or a couple preparing for retirement. Kim is named alongside Craig as part of the team, and the office is characterised as friendly and down to earth. Clients also record that gathering information together was handled efficiently, with nothing treated as too much trouble. Confidence about long-term financial security is a common outcome described, and the thorough, professional handling of each engagement is noted again and again.