HUB Advisory Group

What HUB Advisory Group does

HUB Advisory Group is a privately held Australian financial advisory and accounting firm headquartered at 275A Hunter Street, Newcastle, NSW, serving clients exclusively in the Newcastle and Hunter Region. The firm operates under two legal entities: Hub Wealth Solutions Pty Ltd (a Corporate Authorised Representative of Alliance Wealth Pty Ltd under AFSL 449221) for licensed financial advice, and Urdarov Accountants Pty Ltd for accounting and tax compliance. Service lines split into business services (Business Advisory using a Build-Grow-Enjoy framework; Tax & Accounting covering BAS, PAYG, FBT, super, and annual returns) and personal financial advice segmented by life stage (Mid 30s-40s wealth building, Pre-Retirees & Retirees planning, and a specialized Aged Care offering). The book is delivered by a six-person team led by founder Larry Urdarov (35+ years across 27 industries), with Gavin Murray (financial advisor since 2002), Gilli Gilliland (former stockbroker), Lili Urdarov (Office Manager since 1992), Jo Peters, and Mikaela Chaffey.

The firm has no proprietary technology platform. Xero is used for bookkeeping, and the firm offers Xero support and training to clients who manage their own numbers. Distribution is direct and relationship-driven: an obligation-free discovery call serves as the entry point, followed by tailored proposals and either ongoing advisory subscriptions, project-based engagements, or hourly billing for technical guidance (e.g., aged care). Marketing is limited to a content-rich website, LinkedIn presence, and word-of-mouth referrals supported by a large base of named client testimonials. GTM motion is consultative and sales-led, targeting individuals and SMB owners in a single geographic market.

Revenue mechanics blend recurring advisory subscriptions (annual billing with regular reviews), project-based business advisory fees, compliance-driven tax/accounting work, and hourly aged care consultations. Customer segments span pre-retirees, retirees, aged care families, mid-career wealth builders, and growth-oriented business owners; named customers are exclusively SMBs and individuals across manufacturing, childcare, transport, water services, and fire safety. The firm carries no funding rounds, no acquisitions, no M&A activity, and no disclosed revenue or headcount growth signals, indicating a stable, mature regional practice rather than a scaling venture.

Name

HUB Advisory Group

Legal name

Hub Wealth Solutions Pty Ltd

Website

https://hubadvisorygroup.com.au

Company type

Private

Founded year

1992

Operating status

Operating

Headcount range

1–10 employees

Short description

HUB Advisory Group is a Newcastle, Australia-based financial advisory and accounting firm serving SMBs and individuals in the Hunter Region across business advisory, tax and accounting, and personal financial planning segmented by life stage (mid-career, retirement, and aged care).

Ownership category

akta.pro rank

Product category

Financial Advisory and Accounting Services

NAICS

Portfolio Management and Investment Advice (523940), Other Scientific and Technical Consulting Services (54169)

SIC

Investment Advice (6282), Services-Management Consulting Services (8742)

akta.pro primary industry

Financial Coaching & Budgeting Advisory (FSAEAAAH)

akta.pro secondary industries

Advisory Portfolio Management (Non-Discretionary) (FSAAABAD), Employer Retirement Plan Advisory (401(k)/Pension) (FSAEABAE)

Keywords

• Financial advisory services
• Business accounting services
• Retirement planning advice
• Aged care financial advice
• Tax compliance services

Headquarters

HQ city

Newcastle

HQ country

Australia

HQ region

Oceania

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

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

Revenue model

1. Financial Planning & Advisory Services: Ongoing advisory services with regular reviews and consultations. The firm provides continuous support to help clients adjust to life changes and stay on track with their financial goals.
2. Business Advisory Services: Project-based advisory engagements for business owners including forensic business analysis, action plans, and performance reviews. Engagements begin with tailored proposals based on initial consultations.
3. Tax & Accounting Services: Compliance services including BAS, PAYG, compulsory super, FBT, and annual tax returns. Provided as part of business advisory service offering and billed on ongoing basis.
4. Aged Care Financial Advice: For clients seeking technical guidance without full plan implementation, a flat fee for service is offered, billable on an hourly basis.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels4 records

Core offering

HUB Advisory Group is a financial advisory and accounting firm providing business advisory, tax and accounting services, and personal financial advice segmented by life stage (Mid 30s to 40s, Pre-Retirees & Retirees, and Aged Care). Services are delivered through ongoing advisory relationships with regular reviews, project-based business engagements, and compliance work including BAS, PAYG, super, FBT, and tax returns.

Product overview

HUB Advisory Group is a financial advisory and accounting firm offering a unified service portfolio centered on Business Advisory and Tax & Accounting services for businesses, alongside Personal Financial Advice segmented by life stage (Mid 30s-40s, Pre-Retirees & Retirees, and Aged Care). The core business services encompass strategic advisory with a Build-Grow-Enjoy framework, plus comprehensive tax and compliance services with Xero integration. Personal financial services provide tailored advice across major life transitions, from building wealth in middle age through retirement planning to navigating aged care complexities. The firm's approach combines ongoing advisory relationships with periodic reviews and accessible consultation methods.

Differentiator

Problem solved

Functional benefit

Products and services

• Business Advisory Strategic advisory services helping business owners grow with confidence, covering business planning, financial analysis, operational improvement, and performance tracking through a Build-Grow-Enjoy framework, for SMB owners with a growth mindset.
• Tax & Accounting Tax and compliance services including BAS, PAYG, compulsory super, FBT, annual tax returns, book-keeping, and Xero support, with focus on tax minimization, asset protection, and small business capital gains concessions, for business owners.
• Mid 30s to 40s Financial Advice Financial planning for millennials covering investment structuring, insurance review, superannuation, and planning for lifestyle goals such as early retirement, home renovations, or family support.
• Pre-Retirees & Retirees Financial Advice Retirement planning services helping clients maximize income, protect assets, access entitlements, and create sustainable financial plans for 20-30 years of retirement.
• Aged Care Financial Advice Specialized guidance through aged care financial planning, including residential options, Centrelink entitlements, aged care applications, and support for families navigating this transition.

Quantifiable outcome

• Larry has saved clients tens of thousands of dollars in tax each year through proper structures
• +1 more outcomes

Named customers12 records

Segments5 records

Ideal customer profiles5 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration1 record

Partnerships

Three partnerships are on record, tiered core.

• Hub Wealth Solutions Pty LtdcoreOthersHub Wealth Solutions Pty Ltd is a Corporate Authorised Representative (no. 441446) of Alliance Wealth Pty Ltd. It operates under Alliance Wealth's AFSL (ABN 93 161 647 007, AFSL449221) to provide financial services.
• Alliance Wealth Pty LtdcoreOthersAFSL holder (ABN 93 161 647 007, AFSL449221) that provides the license under which Hub Wealth Solutions operates as a Corporate Authorised Representative.
• Urdarov Accountants Pty LtdcoreOthersProvides the Group's accounting and taxation services (ABN 21 003 856 200). Liability limited by a scheme approved under Professional Standards Legislation.

Scale indicators4 records

Recent moves5 records

Expansion highlights3 records

Broad incumbents

• RI Advice Group: Large Australian dealer group supporting a network of financial advisers offering personal financial advice; broader incumbent in the same licensing and advisory category.
• Count Financial: National network of financial advisory firms under Count Limited, offering personal financial advice, retirement and aged care — a much larger incumbent operating in the same category as HUB.
• Charter Financial Planning: Large Australia-wide financial advice network (part of Insignia/IOOF) providing personal financial advice across life stages — broader incumbent version of HUB's personal advice offering.
• AMP Financial Planning: Major Australian wealth management group offering personal financial advice, retirement and aged care planning across a national network of advisors — broad incumbent in HUB's category.

Others

• Xero: Cloud accounting platform HUB integrates with for bookkeeping services and trains clients on; an enabling technology partner rather than a competitor.

Direct peers

• Fortnum Private Wealth: Australian wealth advisory firm offering financial planning, retirement, and aged care advice to individuals and families — directly comparable in service mix and client type.
• Hewison Private Wealth: Independent Australian financial advisory firm providing investment, retirement, and aged care advice with a similar relationship-led model to HUB Advisory Group.
• Shadforth Financial Group: Australian financial advisory firm offering personal advice, retirement planning, and aged care advice to clients across life stages — closely comparable to HUB Advisory Group's personal financial advice offerings.
• Inspired Financial Partners: Mid-sized Australian financial advice practice providing holistic personal financial planning and superannuation advice, similar in scale and approach to HUB Advisory Group.
• Pilot Wealth Partners: Australian financial advisory firm focused on personal financial advice, retirement planning, and ongoing client relationships — comparable in positioning to HUB Advisory Group.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInau.linkedin.com/company/hub-advisory-group

Revenue estimate

Valuation estimate

Number of profiles

Profiles6 records

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 HUB Advisory Group