Financial adviser / accountant and client relationships are two of the strongest and most personal professional-to-client relationships in existence. There is, however, potential for clients to assume that their financial adviser or their accountant has every aspect of their personal and business affairs under control, which can spell trouble for both parties in the long term.

With the introduction of the Future of Financial Advice (FOFA) reforms, no matter how this government may amend those reforms, greater obligations and responsibilities have been imposed on financial advisers than ever before. As a result, the potential legal liability for financial advisers has grown considerably.

We have a solution…

Legal Insurance for Financial Advisers & Accountants (HHG-LawInsure™)

We have developed HHG’s Legal Insurance for Financial Advisers & Accountants: an inexpensive, fixed-fee exercise (approximately $660), developed specifically with financial advisers and accountants in mind. We exhaustively review your client’s legal risks, (preferably annually) from a personal, family and business perspective, and notify them and you in writing of our findings and recommendations. This insures you against clients blaming you for unforeseen risk in their affairs. The report stays on your file for 12 months until it is time for the next check-up.

Please note: this exercise places no obligation on the client to engage HHG Legal Group as their legal adviser going forward. We are of course available if your client wishes to engage our services, but that is entirely optional. HHG’s Legal Insurance is specifically designed to protect you and your clients by ensuring all legal risks are discovered proactively. After that, it is up to you and the client as to which law firm is engaged to act on our recommendations.

How Does it Work?

There are three steps to this fixed fee process:

  1. The HHG “Legal Check-up”: Your client (either with or without you present) will have a one hour consultation with a purpose-trained lawyer who will guide them through a detailed check-up process covering personal, family, and business arrangements. No advice is given at this stage; that comes later.
  2. The HHG “Action List”:  We send you and your client a list of recommended actions covering:
    • personal estate & business succession planning;
    • family/de facto law risks;
    • risks currently facing other family members (ie children);
    • intra-family loans;
    • employment issues;
    • business structuring;
    • commercial agreements;
    • philanthropy;
    • tax & superannuation legal issues;
    • financial record keeping;
    • inheritance claims;
    • exposure to legal liability in general;
    • asset protection;
    • IT risks;
    • intellectual property issues;
    • human resources and occupational health & safety business risks;
    • litigation prevention;
    • immigration issues;
    • pension issues; and
    • any other legal risks particular to the client’s business or current personal setup. If rare or unusual risks exist, the detailed questionnaire process will usually find them.
  3. The HHG “Cost Proposal”: If a client wishes to act on our recommendations, we will be only too happy to provide a range of cost options for comparison to other law firms. We can provide time based, fixed fee or retainer fee options.

By carrying out this work for your clients every 12 months, HHG Legal Group is accepting legal liability for protecting your clients against considerable future risk. In other words, the risk moves from you, to us, hence the name HHG-LawInsure™. 

As a strategically-placed, full service, mid-tier law firm providing both personal and business services, we are uniquely qualified to offer this service covering the needs of individuals and their businesses. The dedication and passion that drives HHG Legal Group has resulted in us being named the number 3 law firm in Australia (by Top 50 Law Firms Australia).

 Our Fee Guarantee

If we don’t find any issues that need your client’s attention, we will refund 50% of the fixed fee. If you, or your client, are not happy with our service, we will refund 100% of the fee.  In any event, we guarantee client satisfaction in general and we are the only law firm in Australia to do so.

Getting Started

We are happy to take any appointments with both you and your clients at a time convenient for you. To arrange an appointment, please contact us on 1800 609 945 or email hhglawinsure@hhg.com.au. 

We look forward to making this new service of great relevance to your practice.

100 years of Supporting West Australians

"My family law experience with Mary Roubos has restored my faith in solicitors in general. She not only demonstrated her legal expertise and flair, but also showed a compassionate and understanding nature during the lengthy process. I felt that Mary went above and beyond her obligations as my solicitor, and really listened to me. I would highly recommend Mary and her assistant Debra Wilson, who also demonstrated professionalism and excellence on all levels."

Renee Frangiosa

"Always fast and thorough service. Thank you"

Sitka Pil

"I found Ben most helpful and always prompt to let me know where things were at. Will definately use Ben again and will recommend to others."

Gerrit and Mary Van Bralal

"We wish to express our thanks for your help in attending to our mother/ wife's will - Mrs Grace Margaret Vessey. Aimee was extremely helpful and easy to deal with. We are greatful for your help with our affairs."

Ms Rosalyn Norman, Mr Stephen Vessey

"Thank you ever so much for all your hard work on my case Nicole, I really appreciate everything you did for me."

Workers Compensation Client

"Thank you for such great assistance with the transaction of Flying Domestics on behalf of Lorna Good. It has been such such a pleasure to work with the HHG Legal Group and I look forward to working with you in the future."

Jim Goodwin

"Simon Creek and his team were at all times empathic, professional and confident.  My matter needed to be addressed within a pressing time frame, and their availability at short notice and contact after hours was much appreciated.  It caused me considerable stress, but having such a thoroughly reliable and competent team to call on helped me to feel in control. Although I hope not to need their services again in future, I would be confident in doing so!"

Dr Lana Bell

"A good outcome is what we can expect.  A great outcome is a sign of a company which does the very best for their clients. A very big thank you to Daniel Morris for showing empathy towards my small and much needed legal action.

To HHG Legal Group, thank you for a great outcome.  I would recommend your company to anyone seeking legal services."

Jan Atkinson

"Your support this morning was amazingly kind, not to mention your totally reassuring competence, knowledge and wisdom that you used on my behalf.  It was extremely reassuring to have your knowledgeable support, and I particularly appreciated your real and obvious kindness to me. It means so much at a very difficult time. I'm so grateful to you."

Family Law Client

"I highly recommend the services of HHG Legal Group for both personal and business needs. HHG is very up to date with legal advice and are in tune with the evolution of business."

Robert Forgione

"Sue and myself would like to thank HHG for the way in which our dispute was resolved. It is good to know that people who do not have an understanding of the legal system can rely on people like yourself and the company you represent. Without the assistance of HHG we could not have resolved the problems we were facing, not only have we resolved the issue but the outcome was more favourable then we would have thought possible. Thank-you and please pass on our thanks to all those who worked behind the scenes to achieve this outcome."

Rick and Sue Ashton

"Janene was very professional and we established a good rapport quickly. The subject of death and wills can be quite confronting to deal with, however Janene's approach was soft and accommodating."

Lynette Livesey

"A big thank you to HHG for their professional service, continued support, and wide range of legal knowledge. Our clients have given us nothing but kind words regarding HHG Legal Group and so we have no hesitation in referring and recommending Simon Creek and HHG Legal Group for their outstanding services and legal expertise."

Nigel Plowman, Director at McKinley Plowman & Associates

"Simon is a friendly and practical legal advisor. I have received great feedback from the clients I have referred to him and his team at HHG Legal Group."

Richard Beal, Director at BDO

"Over the last few years, I have been impressed by Simon’s legal ability, management skills, entrepreneurial spirit, personal integrity and people skills. He appears to be that rare breed of lawyer – both knowledgeable and commercial."

Michael Malone, Founder of iiNet

"Our family has been a client of HHG Legal Group over many years and most recently in 2013 and February 2014.  Business has included drawing up of wills for three generations and preparing of probate for my father in law.

I would have no hesitation in recommending HHG Legal Group to anyone requiring such services."

Bernice Climie

"You should be congratulated for the manner in which your staff address clients and we found our dealings with your company, once again a very pleasant experience and we would like to truly thank you for your efforts."

Steve Harvey and Jane Powell

"HHG is a safe harbour. We feel confident that we can follow Daniel Morris' instructions and guidance without question. Doing the right thing is very important to us. Simon, Murray, Daniel, Jordan and the rest of the team, thank you."

Eddie Roe

"HHG Legal were absolutely fantastic. Extremely responsive and brought calm to our chaotic family situation through their knowledge and caring attitude. Extremely professional from our very first contact with them and they expertly guided our family though the required legal process over almost a 12 month period."

Amanda Williamson

"Fantastic team! They really care about their client. Tim Colcutt is a 'go that extra mile' guy who gives his client his all. I can't recommend HHG and Tim enough."

Kerry Samson

"Anne Hurley has been such a valuable resource of information and advice, her wealth of knowledge is truly impressive and her ability to explain things in a way that makes them easily understood is very much appreciated. Anne and the wider HHG Legal Group are always a pleasure to work with."

Giorgia Parham

"I had a fantastic lawyer in Anne Hurley. She helped me out a great deal with good, sound advice in a friendly , professional manner. First class, thanks Anne"

Graeme Hammond

"Marine Plant Systems has been working with HHG Legal Group for a few years now and they continually provide first class service. Their professional advice has been invaluable to our company."

Carolin Grimm

"We were kept up to date at all times. Pricing was always updated over the time period so we remained "in budget". Personal access to someone whenever I had questions. All in all a great experience without too much fuss."

Rosslyn Tasker - COO AltusQ Pty Ltd

"Good service you can count on."

Miles Lee

"HHG Legal Group have provided outstanding support as I have taken the journey of buying a business, their professionalism is beyound reproach. Their assistance throughout the Due Diligernce process have been invaluable, I would fully recommend them."

Mark Armitage

"I have experienced how good the HHG Legal Group team are over the last 6 years and highly recommend them."

Lyn Hawkins

"Very friendly and efficient service - what a pleasure working with Anne."

Jacques Taylor

"I highly recommend Daniel from HHG Legal Mandurah. When dealing with a complicated legal property matter recently I was extremely impressed by Daniel's honesty and integrity and the legal advice I received. I am very happy with the service from HHG Legal."

Tony Walker