What's special about us?
- Have our own Australian Financial Services Licence (download here), which means we are not controlled by large financial institutions...The decisions we make for your investments are made purely for your benefit only, and we have the freedom to choose from a wider range of options that are most appropriate for your situation.
- Are one of the few to be accredited as self-managed super fund specialists on the South Coast. Director, Adam Passwell, has attained SMSF Specialist Advisor accreditation.
- Are members of the Association of Independently Owned Financial Planners.
- Carry with us the solid reputation of Hales Douglass Pty Ltd, who has been established since 1983.
How we can help you...
Our financial advice team, who are genuine and professional advisors, will work with you to meet your goals. You may be:
- a retiree or planning to retire soon...
- an individual wanting to make the most out of your money...
- running your own super fund, or interested in self-managed super funds, or
- wondering how you can use the equity locked in your home to create wealth...
And your goals will be different depending on your stage of life.
Planning for your lifestyle - Preparing for your entry to a new phase of life whether that be starting out with a growing family or nearing or entering retirement.
Creating wealth- If you ‘just want a bit more', we can provide you with the latest information on investments and advice on making your money grow.
Structuring your mortgage to suit your situation – paying off your dream home doesn’t have to take 25 years. With our help you can realise your goals sooner.
Protecting yourself and your family - from life's uncertain events. Life, total & permenant disability, trauma & income protection insurances helps ensure everything financially stays together for the family even if you don’t.