We provide advice on all areas of people’s financial lives. The different advice areas are interconnected and whether you are paying off debt, starting to accumulate investments or heading into retirement there are many things to consider. This is why financial advice is vital.
You might think you need only advice on paying off debt quicker. However, you will most likely have superannuation, you will have insurance needs and also estate planning considerations. Comprehensive Financial Planning makes your financial life clearer, otherwise you are just flying blind with your finances and investments.
Importantly once you establish a plan it is important to review this regularly. Investment markets change, legislation changes and also people’s circumstances change.
We have been clients at Peter Haans for a number of years now on the recommendation of another client and have been very happy with the friendly family feel of their services. We value Peter's advice, keeping us up to date with our business, investments and most importantly our superannuation and where the market is trending. It is a one stop shop for us with taxation, financial and business advice.
- Leigh and Wendy, Alfredton, VIC
Peter and his team have offered us sound advice and expertise over many years. They keep us well informed and nothing is an issue at all when dealing with them, big or small. From front reception all the way to the top, they are friendly, professional and really care knowing that our investment is in safe hands.
- David & Kerry, Soldiers Hill, VIC
I've known Peter for 20 years and what started out as my Annual Tax Return visit with my financial advisor, has become a trusting relationship with a good friend. Visiting his office is a pleasure and apart from always being available, Peter has the utmost patience to listen and answer my many questions. Because he has taken the time to know me, Peter has guided and advised me through many a financial crisis with a calm and compassionate manner, I know he accepts personal responsibility for my financial stability. I have recommended Peter to many of my friends, all who have been very happy to have been introduced to his service.
- Andrea Whimpenny, Buninyong, VIC
It is a pleasure dealing with the Haans team. For the past 25 years they have been there to answer any questions and help with sound advice, I recommend this wonderful organisation to anyone looking for honest, hardworking group of people dedicated to you.
- Mike Hardy, Forest Glen, QLD
I have made some very poor decisions financially in my life through ignorance and poor planning. Like many people, I was very sceptical about financial services and I thought financial services were only for the well off and not your average wage earner or retiree. Peter Haans and the team have been a revelation.
Not only have they helped me understand the complexities of our tax system, Centrelink, Superannuation and Insurance but guided and supported me to make better decisions and manage my finances more prudently in a friendly and non-judgemental way. I feel more in control of my life and less worried about the future. Knowing they are there for me and have my best interests at heart has given me great peace of mind.
- John, Black Hill, VIC
It is our pleasure to have been clients of Peter, Sarah and the team for the past 15 years. We are always made to feel welcome and a priority, nothing is too much trouble. Their ethics and family values have always been a large part of their commitment to provide an excellent service with quality advice.
- Susan and Lance, Alfredton, VIC