Our People / Joseph Hoey
“My background in accounting, combined with an emphasis on secure retirement planning and seamless wealth transitions, allows me to offer clients tailored, long-term solutions.”
Joseph Hoey
About Joe
I’m currently completing my professional year as I work towards becoming a qualified financial advisor.
With a background in Business Services Accounting, I specialise in strategic advice for small businesses, with a particular focus on intergenerational wealth transfer, secure retirement planning, and long-term financial sustainability.
Growing up in Central Western New South Wales, I’ve developed a strong passion for bringing high-quality financial advice to regional communities—something that aligns closely with Lawrance Private Wealth’s commitment to community outreach.
My approach is grounded, practical, and client-focused. I work with a wide range of individuals and business owners, ensuring that each receives tailored advice suited to their unique circumstances and goals.
Beyond the office, I’m a passionate Brumbies supporter and enjoy the occasional game of cricket. You’ll also find me samplying local wines, perfecting my ski turns, and bumbling my way through a new recipe in the kitchen.
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Farming & Regional Families
Small Business Owners
Retirees
HNW Individuals
Family Groups
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Small Business Advisory
Wealth Accumulation
Agricultural Planning
Intergenerational Wealth
Estate Planning
Retirement Planning
Superannuation & SMSF
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Bachelor of Commerce - ANU
Graduate Diploma of Financial Planning - Deakin University
AFP Member at Financial Advice Association of Australia (FAAA)