What Hillross does

Hillross Financial Services Limited is an Australian financial advisory firm founded in 1987, operating under ASIC-issued AFSL 232705 and headquartered at Level 6, 88 Phillip Street, Sydney, with offices across Sydney, Melbourne, Brisbane, Perth, Hobart and regional Australia. The firm delivers personalised financial planning services — including retirement planning, superannuation and self-managed super funds, wealth management, investment advice, insurance, estate planning, cash flow management, aged care planning and business financial planning — to individuals, families, business owners, HNW clients and pre-retirees/retirees. Its core service model is fee-for-service advice delivered through a national network of authorised representatives (financial advisers) operating under Hillross's AFSL, with client acquisition supported by a website-based "Find an Adviser" matching tool and a "Financial Freedom" positioning philosophy. Hillross is a privately held subsidiary within the Akumin corporate group and is also subject to Entireti's broader corporate governance framework; the website is restricted to users accessing from within Australia, and no proprietary technology platform, mobile app, API or AI capabilities are disclosed.

Name

Hillross

Legal name

Hillross Financial Services Limited

Website

https://hillross.com.au

Company type

Private

Founded year

1987

Operating status

Operating

Headcount range

101–250 employees

Short description

Hillross Financial Services Limited is an Australian financial advisory firm (AFSL 232705), founded in 1987, that delivers fee-for-service financial planning — including retirement, superannuation, investment, insurance and estate advice — to individuals, families, business owners and HNW clients through a national network of authorised representatives, operating as a subsidiary of Akumin.

Ownership category

akta.pro rank

Product category

Financial Planning Services

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Comprehensive Financial Planning (FSAEAAAA)

akta.pro secondary industries

Full-Service Retail Brokerage & Wealth Platforms (FSAAAAAA), Retirement Income Planning & Decumulation Advisory (FSAEABAD)

Keywords

• Financial planning services
• Retirement planning advice
• Wealth management advisory
• Investment and superannuation
• Insurance and estate planning

Headquarters

HQ city

Perth

HQ country

Australia

HQ region

Oceania

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Others

Revenue model

1. Financial Planning Advice: Hillross generates revenue through fee-for-service financial planning advice delivered by its network of authorised representatives. The company provides a range of payment options including payment through investment platforms, with costs outlined during initial client consultations.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels3 records

Core offering

Hillross provides fee-for-service financial planning and wealth management advisory services to individuals, families, and business owners across Australia through a network of authorised representatives. Core offerings include retirement planning, superannuation (including self-managed super funds), investment advice, insurance, estate planning, cash flow management, aged care planning, and business financial and succession planning, all delivered under a personalised 'Financial Freedom' advisory framework.

Product overview

Hillross is a financial services firm operating as part of Akumin, providing personalized financial planning and wealth management advisory services to individuals and families across Australia. The firm does not offer a discrete software product but rather a service-based model organized around life events and financial goals. Services include financial planning, retirement planning, wealth management, investment advice, superannuation, self-managed super funds, insurance, estate planning, cash flow management, and debt management. Advisers work with clients through various life transitions including starting a family, marriage, divorce, career changes, redundancy, property investment, and retirement.

Differentiator

Problem solved

Functional benefit

Products and services

• Financial Planning Advice

Named customers1 record

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• AkuminparentOthersHillross is part of Akumin and is subject to the Akumin Privacy Policy. As part of Entireti, Hillross is subject to Akumin Terms and Conditions.

Scale indicators1 record

Recent moves1 record

Expansion highlights3 records

Broad incumbents

• MLC Wealth (NAB): Wealth and advice business owned by National Australia Bank providing financial advice, superannuation, and investment platforms. Overlaps with Hillross across advice-led services for individuals, HNW clients, and business owners.
• BT Financial Group (Westpac): Westpac-owned wealth and advice business providing financial planning, superannuation, and investment platforms across Australia. Overlaps with Hillross in advice-led services for individuals, retirees, and business owners.
• Insignia Financial (IOOF): Large Australian wealth management group operating financial advice, superannuation, and investment platforms. Competes broadly with Hillross in the advice and wealth segment and shares exposure to the Australian adviser network model.
• Commonwealth Financial Planning (CommBank): Bank-aligned advice business offering comprehensive financial planning through a large adviser network. Competes with Hillross for the same individual, family, and retiree segments with the backing of Australia's largest bank balance sheet.

Direct peers

• Count Financial: Australian financial advice licensee with a national network of advisers providing financial planning, superannuation, and investment advice to individuals and business owners. Closely comparable in distribution model, service scope, and target market to Hillross.
• Perpetual Private: Wealth management and advice business serving HNW individuals, families, and business owners with financial planning, superannuation, and estate services. Comparable in targeting HNW and business owner segments with comprehensive planning services.
• Ord Minnett: Australian private wealth and advisory firm offering financial planning, investment advice, and portfolio management to HNW individuals and families. Comparable in adviser-led wealth management for higher-net-worth Australian clients.
• Morgans Financial: Australian wealth advisory and stockbroking firm with a national adviser network offering financial planning, investment, and retirement advice. Comparable in mid-market and HNW advice focus and Australia-only footprint.
• Shadforth Financial Group: Australian financial advisory firm providing financial planning, superannuation, retirement, and aged care advice through a national adviser network. Directly comparable in target segments, service mix, and life-stage-led advice approach.
• AMP Financial Planning: Operates one of Australia's largest networks of authorised financial advisers under the AMP brand, offering comprehensive financial planning, superannuation, and investment services. Directly comparable licensee-adviser model serving similar individuals and families across Australia.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat5 records

Key risks5 records

Key highlights5 records

Customer concentration

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Hillross