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HPH Solutions Wannanup

HPH Solutions Wannanup

5.0(23 reviews)See reviews ↓·Mandurah

What customers say

Based on genuine customer reviews

Retirees and couples planning their later years form the bulk of the clientele whose experiences are described here. Several customers recount long-standing relationships, some spanning more than a decade, built on financial planning for retirement, transitions out of the workforce and the ongoing management of funds and income streams. The advice is repeatedly described as clear, well explained and tailored, with regular updates and monitoring giving clients confidence in their position. Named adviser Greg Polglase attracts consistent praise for his knowledge, patient manner and prompt handling of requests, including arranging drawdowns efficiently, while Jeff Petrie is also singled out for being approachable and attentive to concerns.

A recurring theme is thorough preparation before meetings, with paperwork requested in advance and reports matched closely to personal goals. Reviewers also note the ease with which the practice coordinates with external accountants, keeping communication seamless across parties. Beyond the technical work, clients describe a friendly, unhurried atmosphere, with staff willing to field enquiries at any time, and one account highlights sensitive support through a bereavement. The result is a practice where individuals, couples and self-funded retirees feel their circumstances are understood and their plans kept on track.

Reviews

Reviews are taken from publicly available sources.

LA
Linda Anderson11 July 2026

Always a very valued appointment with Cameron from HPH, each discussion is helpful with plenty of advice and we appreciate that he considers our thoughts and opinions.

MC
Michael Carpenter11 March 2026

Greg is extremely knowledgeable and very easy to deal with. Greg explains financial matter is extremely well and he keeps a great tab all through the year on what’s going on. Also, when I have had to draw extra money at Greg has arranged it promptly and efficiently. I would recommend this company and Greg to any person.

CN
Craig Northey10 March 2026

Greg and the HPH Team have been looking after my Wife's and my financial affairs for several years now and we are grateful for their invaluable advice.Navigating us through our retirement plans has meant a potential stressful time has been smooth and given us confidence in our future.Thanks heaps Greg and HPH Team 👏👏👍👍

RD
Ross Domney20 October 2025

Having being clients of HPH for over 2 years we have found Jeff Petrie to be trustworthy, knowledgeable and very approachable. Jeff is prepared to listen to our concerns and ideas and then integrates these into a valuable and easy to understand financial plan for our future. We would highly recommend HPH and in particular Jeff to any individual or couple looking for sound financial advice.

TR
TANIA READ20 August 2025

After my husband passed away, I was overwhelmed with the financial decisions I needed to make. Greg Polglase has been an incredible support through that difficult time and continues to provide outstanding financial advice to me today. Greg is easy going, approachable and friendly making discussing finances so much less intimidating. No matter what questions I bring to him he always has thoughtful answers and practical advice that I can trust. I am genuinely grateful for his guidance and ongoing support and I highly recommend Greg to anyone looking for a financial advisor who cares about their clients and their financial wellbeing.

CE
Catherine Eppen30 July 2025

I’ve had an outstanding experience with Greg and the team at HPH Solutions in Mandurah. From the very first meeting, I felt genuinely listened to and supported. Their approach is professional yet relaxed — never pushy or confrontational — and they took the time to understand my concerns and goals. Greg offered clear, thoughtful advice that has not only eased my worries around financial planning but also set me on a much stronger path toward achieving my retirement goals. I really appreciate the personalised care and attention I’ve received. Highly recommend HPH Solutions to anyone looking for trustworthy, down-to-earth financial advice.

HD
Heather Davis23 March 2025

During my meetings with Jeff I always feel that he is well prepared and up to date regarding my financial situation. Also that he is up to date with any changes occurring such as Government, superannuation, banking policy changes that may affect me. Our meetings are always very positive and thorough and I leave feeling confident that I have received the most appropriate advice. I have been with HPH for many years and have always found all of the staff to be friendly and efficient.

Financial advisers & planners in Mandurah compared

Ordered by rating, weighted by the number of reviews — businesses with only a handful of reviews do not jump to the top automatically. 5 businesses in this category in Mandurah are compared.

RankProviderRatingReviewsOpen Sat.
1Iconic Wealth Mandurah★ 5,030No
2HPH Solutions Wannanup (this page)★ 5,023No
3Growth Financial Planners★ 5,09No
4Merideon Wealth Strategies★ 4,822No
5Wealthwise Mandurah★ 4,79No
Contact
+61895357655www.hphsolutions.com.au6/4 Port Quays, Wannanup WA 6210
Working hours
Monday09:00–17:00
Tuesday09:00–17:00
Wednesday09:00–17:00
Thursday09:00–17:00
Friday09:00–17:00
SaturdayClosed
SundayClosed