Planning in itself is not a new concept. Planning is involved in so many things that we do - like building a house, going on a holiday or having a 40th birthday party.

We specialise in Financial Planning. We assist people to take stock at where they are now with regards to their financial life. We discuss where they ultimately see themselves and the things they want to achieve along the way. Importantly we look that the financial implications. Then we work together to build the 'plan' or strategy to fill in the gaps in between.

We meet so many people that say 'Oh, I should have started planning earlier'. We should have all started earlier, the second best time is now.

When it comes to your finances, there is a lot to consider and it is all integrated. Some of the areas you need to consider include investments, superannuation, estate planning, insurance and debt. We focus on helping our clients in these areas, so our clients can focus on the other aspects in their life. They can be confident knowing that someone is assisting them with their financial journey

Why Peter A Haans FCPA is unique………

Peter A. Haans FCPA was established in Ballarat by Peter Haans. Peter Haans brings a unique set of skills with him when he meets with clients. Being a fully qualified accountant and a qualified financial planner with over 35 years of experience, Peter is able to give quality, exact advice to clients that clearly considers all the implications of financial planning, investing, insurance and wealth accumulation. We take a genuine interest in our client’s lives, and the financial aspects of their life. We work with them on their goals and dreams and assist them to ensure these are fulfilled. We have a friendly team that is always available and no problem or question is too small for us to help with. We pride ourselves on our technical knowledge and our ability to know what strategies and solutions best suit our clients. We keep up to date and as legislation, investment markets or our clients situation changes we can optimise the current situation.

Our Motto

As our motto is "focus and direction". Our aim is to provide all clients with a plan (focus) and assist them to achieve their goals (direction). We endeavour to build long term relationships to help business and individuals prosper. We offer all of the services and high-level technical advice of a large firm, but with a personal, local and attentive approach. We are committed to working with you to define your goals and design a financial plan to meet your own needs and lifestyle goals.

What we offer

At Peter A. Haans FCPA we can provide advice on many different areas. Often these areas of advice overlap each other, so it is important to look at financial planning in a holistic manner. The areas we provide advice on are as follows:

  • Business Coaching and Mentoring
  • Portfolio Construction, Management and Review
  • Superannuation Strategies
  • Retirement Planning and Strategies
  • Business Development
  • Wealth Accumulation Strategies
  • Social Security Entitlements
  • Life and Personal Insurance
  • Estate Planning
  • Self Managed Superannuation Fund advice
  • Negatively Geared Investment and Property Advice
  • Full Share Advice Service
  • Business Acquisition and Sale Advice
  • Small Business Advice
  • Salary Packaging Advice