Financial planning is the process of meeting your life goals through the proper management of your finances. Allan Hall Financial Planning (AHFP) was established in 2004 and our experienced team has extensive experience in all aspects of financial planning.
The most important thing we do is listen and we pride ourselves on offering our clients friendly, personal and honest advice. We will take the time to know you and ensure we understand your financial requirements before recommending a solution.
As part of Allan Hall Business Advisors, we work closely with your Allan Hall accountant and tax advisors to act as a 'financial coach', to ensure that all of your financial and lifestyle goals are understood and met.
We have a diverse client base and provide financial planning advice in the areas of retirement planning, wealth accumulation, wealth protection (i.e. personal insurance), superannuation, managed funds, gearing, corporate superannuation, business succession and more.
AHFP adheres strictly to the code of ethics of the Financial Planning Association (FPA), the industry's professional body. By meeting with one of our trusted Financial Planners, you will be confident that your money is working for you. It will also offer you the peace of mind of knowing that adequate security has been put in place to protect you and your family.
Why see a Financial Planner?
Generally you should consider meeting with a financial planner at major events that occur in your life which may result in a review of your financial or personal situation. These could include:
Ensuring you are on track to achieve your retirement objectives
Have equity in your property you wish to invest
Just obtained a mortgage or recently have had children
Have just paid off your home
Received an lump sum of money through perhaps, redundancy or inheritance
Need to update or implement personal insurance so your family is protected in case of sickness, injury or death
Looking to start or increase your investment portfolio
Starting or running a business
Pending retirement or you have recently retired
Please take the time to view our services by clicking on the links below.
For more information or to make an appointment to come in and see one of our Financial Planners, please phone 02 8978 3770 or email us directly by clicking here.
Allan Hall Financial Planning Pty Ltd
Trading as Allan Hall Financial Planning
Authorised Representative of Consultum Financial Advisers Pty Ltd
Australian Financial Services Licensee, Licence No. 230323