HTA Wealth is a privately-owned financial planning and wealth management firm based in Australia. The company focuses on a holistic approach to financial well-being, offering integrated services that cover financial planning, investment advice, superannuation and Self-Managed Super Funds (SMSF), retirement planning, and estate planning. Their mission is to help clients grow, manage, and protect their wealth through personalized strategies and long-term partnerships. According to Australian regulators, HTA Wealth Pty Ltd is an authorised representative of Synchron, which holds an Australian Financial Services Licence.

Founded in

Australia