A QUALIFIED TEAM OF FINANCIAL ADVISORS IN BUNDABERG

A QUALIFIED TEAM OF FINANCIAL ADVISORS IN BUNDABERG

Financial Adviser Profile

Jonathan Hosford

Build wealth, live life, leave legacy.

Jonathan Hosford is a seasoned adviser with over 14 years experience in the financial planning industry. Passionate about helping individuals and families build their wealth so that they can live life to the fullest, Jonathan partners with his clients to develop a robust financial plan that meets their individual goals and then provides them the tools and accountabilities they need throughout the journey to achieve these goals.

Besides being passionate about empowering individuals and families to live a life worth remembering, Jonathan enjoys spending time with his wife and two children.

Jonathan Hosford is a Sub-Authorised Representative of Legacy Financial Pty Ltd, Corporate Authorised Representative No. 1305332. Authorised Representative No. 1002956.

 

Qualifications

Jonathan Hosford holds an Advanced Diploma of Financial Planning, Bachelor of Business and Bachelor of Science; and meets the competency requirements under ASICs Regulatory Guide RG 146.

 

Professional Memberships

Jonathan Hosford is a member of the Financial Advice Association Australia (FAAA) and abides by their code of professional conduct and ethics.

 

Authorisations

·      Life Products including Investment Life Insurance Products & Life Risk Insurance Products

·      Interests in Managed Investment Schemes including Investor Directed Portfolio Services

·      Deposit & Payment Products

·      Retirement Savings Accounts (RSA) products

·      Debentures, Stocks or Bonds issued or proposed to be issued by a Government

·      Superannuation

·      Self Managed Superannuation Funds

·      Securities

Jonathan Hosford

Legacy Financial Pty Ltd

1A Targo Street

Bundaberg QLD 4670

PO Box 7301

Bundaberg North QLD 4670

Phone: (07) 2114 8320

Mobile: 0439 136 919

jonathan@legacyfinancial.au

legacyfinancial.au

OUR PROCESS

What can you expect when you decide to make an appointment with us to take back control of your money?

1

The "Meet, Greet, and Get the Deets" Meeting

This first meeting is all about us getting to know you and you getting to know us. We will help you understand how you view money, help you set some goals and get to understand your financial situation. We will also ask you to sign some forms allowing us to enquire with some of your existing product providers so we can get a more detailed understanding of your current position.

2

The "Brainstorm" Meeting

This second meeting is where we will discuss some areas of your situation that we may need to address to help you achieve your goals. We will also discuss some strategies that could help you achieve your objectives. This helps us gauge the kinds of risks/level of complexity you want as part of your plan. These first two meetings do not cost you anything. We understand that investing in your financial future is a big decision, and you aren’t likely to agree to paying for a financial plan unless you are confident the value you receive is likely to outweigh the costs associated. By the end of this meeting, we will outline the value you are likely to receive from taking back control of your money and the cost for us to help you with this. You can then either decide to partner with us and put a plan together or to say, “Thank you, but no thank you.”

3

The "What's the Plan, Stan" Meeting

This meeting is where we present you with your tailored plan to take back control of your money. This plan contains all the strategies, products, benefits, risks and costs associated with the plan. You will be able to ask any questions during this meeting and will be encouraged to take the plan away to digest and process this very important document. Once you are ready, we take care of all the implementation to ensure you are set up and ready to go.

If you are interested in our services and would like to learn more about how we can help, we are available to meet at our offices in Targo St or online via Zoom.

FREQUENTLY ASKED QUESTIONS

  • WHO IS LEGACY FINANCIAL?

    Legacy Financial is the rebranded name of NorthWest Life. While the name has changed, our team, values, and commitment to high-quality financial advice remain the same.

  • HAS ANYTHING CHANGED BESIDES THE BUSINESS NAME?

    No. Our advisers, services, processes, and client-first approach are the same — only the name has changed to better reflect our long-term focus.

  • WHAT QUALIFICATIONS DO YOUR ADVISERS HAVE?

    Our advisers meet all required professional, educational, and ethical standards under Australian financial services regulations.

  • DO YOU WORK WITH CLIENTS LONG-TERM?

    Yes. We focus on building ongoing relationships and supporting clients through different life stages, not one-off advice.

  • DO YOU ONLY WORK WITH CLIENTS IN BUNDABERG?

    While we are based in Bundaberg, QLD, we also work with clients across Australia.

  • HOW DO I KNOW IF YOUR TEAM IS RIGHT FOR ME?

    We offer an initial conversation to understand your goals, explain how we work, and ensure we’re the right fit before proceeding.

WHY CHOOSE LEGACY FINANCIAL?

ESTABLISHED & TRUSTED HISTORY

Formerly Northwest Life, with a proven track record of trusted financial advice.

CLIENT-FOCUSED CULTURE

We prioritise relationships, transparency, and outcomes that genuinely benefit our clients.

EXPERIENCED ADVISERS

A knowledgeable team that stays current with regulatory and market changes.

CLEAR ADVICE PROCESS

We explain every recommendation so you feel informed and confident.

LOCAL TEAM, PERSONAL SERVICE

Approachable, accessible advisers who understand the local community.

MEET THE TEAM BEHIND YOUR FINANCIAL FUTURE

Get to know the advisers at Legacy Financial.

📞 Call (07) 2114 8320 to arrange an introductory discussion.

We’d love to hear from you! Call our friendly advisers on (07) 2114 8320 to discuss your financial goals.