Hmh Advisory
- Company typePrivate
- Founded1977
- HeadquartersDoncaster East, Australia
- Headcount101–250
- GTM typeB2B and B2C
- OfferingServices
Hmh Advisory firmographics
Firmographics- Name
- Hmh Advisory
- Legal name
- Haines Muir Hill Pty Ltd
- Website
- https://hmh.com.au
- Company type
- Private
- Founded year
- 1977
- Operating status
- Operating
- Headcount range
- 101–250 employees
- Ownership category
- akta.pro rank
Hmh Advisory industry classification
Industry- Product category
- Accounting and Financial Advisory Services
- NAICS
- Portfolio Management and Investment Advice (523940), Trusts, Estates, and Agency Accounts (52592)
- SIC
- Investment Advice (6282), Services-Engineering, Accounting, Research, Management (8700)
- akta.pro primary industry
- Private Banking & UHNW Wealth Advisory (FSAEABAC)
- akta.pro secondary industry
- Family Office Services (Single & Multi-Family Office) (FSABADAF)
Keywords
Where Hmh Advisory is headquartered
LocationHeadquarters
- HQ city
- Doncaster East
- HQ country
- Australia
- HQ region
- Oceania
Offices1 record
Markets served
Hmh Advisory business model
Business model- GTM type
- B2B and B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure
Revenue model
- Financial Advisory Services: Fee for service model providing financial product advice and planning services. The firm operates on Ongoing Fee Arrangements (OFA) with clients, with services including financial product advice, arranging service provider services, and execution of investment transactions. Fees are disclosed in Engagement Letters and Consent to OFA documents.
- Accounting and Tax Services: Business services including accounting, tax compliance, business advisory, and audit services provided to business and personal wealth clients.
- Self Managed Super Fund Services: Specialist SMSF services including administration, compliance, and investment advisory through the hmh OnlineInvest platform.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Multi-year contract | Fee for Service - Individual engagement |
Go-to-market motion1 record
Distribution channels3 records
Marketing channels4 records
Hmh Advisory product offering
Product offeringCore offering
HMH Advisory is a chartered accounting and financial advisory firm that provides integrated business and personal wealth services spanning accounting, tax compliance and planning, financial planning, investment advice, insurance, and Self Managed Super Fund (SMSF) establishment, administration, and audit. The firm operates a structured Business Wealth Lifecycle (Starting Up, Consolidation, Scaling Up, Contentment, Succession Planning) and parallel Personal Wealth offering, supported by the proprietary hmh OnlineInvest platform for SMSF clients and a Financial Knowledge Centre for client education. Services are delivered to small/medium businesses, family businesses, individuals, and SMSF trustees under a fee-for-service Ongoing Fee Arrangement model.
Product overview
Hmh Advisory is a chartered accounting and financial advisory firm offering an integrated suite of services for both business and personal clients. The core offering consists of Business Services, Tax Services, Financial Services, and Self Managed Super Funds, complemented by the hmh OnlineInvest digital platform. The firm operates a Business Wealth Lifecycle framework (Starting Up, Consolidation, Scaling Up, Contentment, Succession Planning) and Personal Wealth services, supported by a Financial Knowledge Centre providing educational content. All services are delivered through their office in Mont Albert, Victoria.
Differentiator
Problem solved
Functional benefit
Brands
- hmh OnlineInvest: Online investment platform service offered by hmh Advisory for self-directed investors.
- hmh Financial Knowledge Centre
Products and services
- Business Services Accounting, audit, and business advisory services covering the full business lifecycle, including feasibility studies, financial modelling, acquisitions and disposals, business structuring and succession planning. Targeted at small/medium and family business clients.
- Tax Services Tax planning, compliance, and advisory services for both businesses and individuals, including liaison with external tax specialists and oversight by the Taxation Director.
- Financial Services Financial planning, investment advice, wealth management, portfolio management, retirement planning and insurance advice for personal clients, delivered under the firm's own AFSL with Ongoing Fee Arrangements.
- Self Managed Super Funds (SMSF) Specialist SMSF establishment, administration, compliance, audit and investment advisory services for SMSF trustees, with a specialist SMSF accreditation held by Director Justin Wood and integration with BGL, Class, Now Infinity, CloudOffis, SMSF Sorted and SuperRecords.
- hmh OnlineInvest Online platform for Self Managed Super Fund management and investment services, enabling SMSF clients to self-serve access to account information and investment management on top of HMH's advisory service.
Quantifiable outcome
- Multiple clients served continuously for 10-36 years demonstrating sustained client satisfaction and retention
Companies that use Hmh Advisory
Customer profileNamed customers6 records
Segments3 records
Ideal customer profiles3 records
Hmh Advisory technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration14 records
Feature2 records
Hmh Advisory partnerships and signals
Strategic signalPartnerships
Three partnerships are on record, tiered core.
- HMH Financial Services Pty LtdcoreRelated entity operating under AFSL No. 247433 providing financial services. The entity provides financial product advice, arranges service provider services, and facilitates investment transactions for clients under the HMH Advisory umbrella.
- Australian Financial Complaints Authority (AFCA)coreAFCA provides free external dispute resolution services. HMH Financial Services is required to be a member of AFCA as part of their financial services licensing obligations.
- Office of the Australian Information Commissioner (OAIC)coreExternal oversight body for privacy complaints handling. Clients can refer privacy complaints to OAIC if not satisfied with HMH's internal resolution.
Scale indicators3 records
Recent moves6 records
Expansion highlights4 records
Hmh Advisory competitors and assessment
Company assessmentDirect peers
- Pitcher Partners: Australian accounting, advisory and wealth management network serving SMEs and family businesses with integrated business services and financial planning, closely comparable to HMH's combined accounting/SMSF/wealth offering.
- William Buck: Mid-tier Australian accounting and advisory firm focused on privately held and family-owned businesses, providing tax, advisory and wealth services analogous to HMH's SME and family business franchise.
- Bentleys Australia: National network of independent accounting and advisory firms serving SMEs, family groups and high-net-worth individuals with accounting, tax and wealth advisory services directly comparable to HMH.
- Kelly+Partners: ASX-listed Australian accounting and advisory roll-up serving SMEs with integrated tax, business advisory and wealth services; structurally analogous to HMH and a benchmark for valuation.
- PKF Australia: Network of independent accounting and business advisory firms in Australia serving SMEs and family enterprises with audit, tax and advisory, highly comparable to HMH's boutique-mid-tier positioning.
- Count (countplus): Australian accounting and advisory network with a strong SMSF and wealth offering to SMEs and individuals, directly comparable to HMH's SMSF-led practice model.
Broad incumbents
- RSM Australia: Mid-tier Australian accounting and business advisory network providing audit, tax and consulting to growing businesses, a broader incumbent with overlapping SME advisory capabilities.
- BDO Australia: Top-tier accounting and advisory network in Australia offering audit, tax and business advisory to SMEs and family businesses, comparable in client profile though with broader service breadth and scale.
- Crowe Australasia: Australian accounting, audit and advisory network serving mid-market clients, overlapping with HMH's business services and tax practice though at a broader national scale.
- Mazars Australia: International accounting and advisory firm operating in Australia with SME, family business and wealth clients, broader incumbent with overlapping service scope to HMH.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks5 records
Key highlights6 records
Customer concentration
Hmh Advisory social profiles
Digital presenceHmh Advisory financial estimates
Financial estimateRevenue estimate
Valuation estimate
Hmh Advisory leadership team
Management profileNumber of profiles
Profiles11 records
Hmh Advisory funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Hmh Advisory M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Hmh Advisory
What does Hmh Advisory do?
HMH Advisory is a chartered accounting and financial advisory firm that provides integrated business and personal wealth services spanning accounting, tax compliance and planning, financial planning, investment advice, insurance, and Self Managed Super Fund (SMSF) establishment, administration, and audit. The firm operates a structured Business Wealth Lifecycle (Starting Up, Consolidation, Scaling Up, Contentment, Succession Planning) and parallel Personal Wealth offering, supported by the proprietary hmh OnlineInvest platform for SMSF clients and a Financial Knowledge Centre for client education. Services are delivered to small/medium businesses, family businesses, individuals, and SMSF trustees under a fee-for-service Ongoing Fee Arrangement model.
Is Hmh Advisory a public or private company?
Hmh Advisory is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Hmh Advisory founded?
Hmh Advisory was founded in 1977. It employs 101 to 250 people.
Where is Hmh Advisory based?
Hmh Advisory is headquartered in Doncaster East, Australia, in the Oceania region.
How does Hmh Advisory make money?
Three revenue lines are on record. Financial Advisory Services are the primary driver. The others are accounting and Tax Services and self Managed Super Fund Services.
Who are Hmh Advisory's main competitors?
Direct peers on record are Pitcher Partners, William Buck, Bentleys Australia, Kelly+Partners, PKF Australia and Count (countplus). Broad incumbents are RSM Australia, BDO Australia, Crowe Australasia and Mazars Australia.
Does Hmh Advisory have an API?
No public API is recorded for Hmh Advisory.
What industry is Hmh Advisory in?
Hmh Advisory's product category is Accounting and Financial Advisory Services. Its primary akta.pro industry code is FSAEABAC, Private Banking & UHNW Wealth Advisory, with a secondary code of FSABADAF, Family Office Services (Single & Multi-Family Office). Its NAICS code is 523940 and its SIC code is 6282.