(Hosanna is currently on extended sick leave until further notice)
Specialising in Retirement, Centrelink & Aged Care Advice
Hosanna joined Limestone in 2012 as a Senior Financial Planner after working as a Senior Financial Planner for Suncorp Bank for over 5 years.
If you need advice and strategies regarding Centrelink Age Pension, Centrelink Disability Pension, Newstart Allowance, Centrelink Blind Pension, Widow’s Pension, Carer’s Pension and DVA Payments, Hosanna can help you. She has a special interest in clients trying to achieve the maximum possible government benefits they are entitled to, and she is very comfortable in this area of advice, having dealt with many clients in these situations over the years.
Hosanna specialises in:
- Aged Care Advice – for those entering, or already in, a Nursing Home and looking to increase their Centrelink Pension and/or decrease their Nursing Home Fees.
- Retirement planning – Income Streams such as Lifetime Annuities and Allocated Pensions
- Age Pension & Disability Pension strategies and advice
- Superannuation strategies such as salary sacrifice and Transition to Retirement Strategies
Hosanna has assisted many clients to plan for retirement, employ tax effective strategies and make their money work for them, utilising various tried and tested strategies.
Hosanna’s experience is complemented by professional qualifications including:
– Accredited Aged Care ProfessionalTM
– Self Managed Superannuation Advice Certificate
– Advanced Diploma of Financial Services (Financial Planning)
– Diploma of Financial Services (Financial Planning)
– Bachelor of Business in Economics
– Financial Planner Member of the FPA
2009 – National Financial Planner of the Year for Suncorp Bank
2010 – National Finalist for Financial Planner of the Year for Suncorp Bank
2011 – National Financial Planner of the Year for Suncorp Bank
2011 – Professional Standards Adviser of the Year for Suncorp Bank
2013 – Nominated for Rising Star of the Year by Suncorp Financial Services Agencies (SFS)
2013 – Awarded “Adviser of the Year” for SFS Advisers by Colonial First State.
Areas covered: Ipswich, Springfield, Browns Plains, Logan, Jimboomba and Beaudesert
Testimonials for Hosanna Smith
“We have always found Hosanna most helpful and prepared to suggest alternate investments. She is always prepared to discuss our financial situation and we feel totally at liberty to seek her advice when required. We would have no hesitation in recommending her to anyone seeking financial advice”.
– Barbara & Graham from Parkinson, Queensland.
“We wish to sincerely thank you for the expert financial advice that you have given us before and since we have retired. When you were employed by the Suncorp Bank you suggested that Transition to Retirement and salary sacrifice would be beneficial. How very correct you were. When we retired we contacted you for further advice. You were now with Limestone Insurance and Financial Services. You were only a phone call away when we needed an interview. Following our discussions you presented us with a ‘Statement of Advice’. You gave us strategies and recommendations and a course of action to implement the recommendations. Time for consideration was given before a final decision was made to proceed. We were very impressed in the manner that you did business, how helpful you were and how well you explained financial concepts. You gave us a clearer picture of our financial future and helped us with strategies to achieve our goals. Hosanna, you certainly gave us a good education on the variety of products and investments available. At all times we were very comfortable with your friendly demeanour, cheerful nature and you were always ready to hear our concerns. We have recommended friends to you and they have reported that they were very happy with their interviews with you. We would have no hesitation in recommending anyone to you for excellent financial advice. We look forward to making appointments with you in the near future as we really appreciate you wonderful advice”.
– Bruce & Dorothy from Brassall, Queensland.
“With me not having the time to put the required effort into organising my finances, it was great to find someone I could trust to do so. I would have to describe Hosanna as the best financial planner in the Universe, without a doubt”.
– Paul R. from Fernvale, Queensland.
“I was a customer with Suncorp for years when approximately in 2006 I needed a financial advisor, and that’s where I met Hosanna Smith. Now it’s 2016. Hosanna attended to my needs very professionally explaining financial concepts well and efficiently. I was very happy with her advice and setup of my finances. She even went out of her way and came to our residence & helped with finalising all paperwork needed. I like Hosanna very much because whenever I phone her up for information she always accepts my call and helps me very promptly. She is very flexible and accommodating. There was a time recently that I called her 2-3 times because I forgot to ask a few things. She was very nice every time and understanding. Truthfully I wouldn’t change Hosanna for another financial advisor because I am very satisfied with her services and I hope she will always be there for us. She is one-of-a-kind and I wouldn’t hesitate to refer her to friends. I have learned a lot of things from Hosanna, and still do, because she keeps in touch with e-mails with the latest updates and news”.
– George & Liz from Goodna, Queensland.
“Thanks so much Hosanna for all the work you have done for us over the past years. You’ve always been so helpful with all your advice and explained everything thoroughly to us. We’ve always felt very comfortable to put our retirement funds in your care , and we have no hesitation in recommending your services to others . Looking forward to a continued relationship with you in the future years. Kindest Regards”.
– Kevin & Vera from Bribie Island, Queensland.
Areas of Advice: