Client Value Proposition

text size :

 

Our friendly and professional team provide a unique approach to protecting and enhancing wealth for the Ballarat and surrounding community

Proof Points

  • Established in 1979, Peter A Haans FCPA Business Advisors and Financial Planners have been servicing the Ballarat Community for over 40 years
  • Peter is a fully qualified Accountant and a Financial Planning Specialist with over 40 years experience, he is supported by four qualified professionals with a combined experience of over 70 years. He also has support staff that work alongside these professionals
  • Member of the Financial Planning Association and Registered Tax Agent
  • CPA member and Financial Planning Specialist
  • We partner with one of the world’s largest Investment Managers; Russell Investments
  • Representatives of Lonsdale Financial Group Limited.
  • Peter was awarded the 2006 Financial Planner of the Year Award
  • The business has been built via referrals from existing clients
  • Peter has a client retention rate in excess of 99%
  • The business is supported by leading technology
  • We engage in continuing professional development for everyone in our team

Delivery Statement

  • We offer a dedicated, personalized and passionate service providing peace of mind to our clients
  • We recognize that each client is unique and we tailor make strategies according to their objectives and goals
  • We pride ourselves in the knowledge and skills that we have to assist businesses at all levels with business development and monitoring
  • Diversified investment portfolios are designed utilizing the expertise of Russell Investments, the world’s largest multi-manager
  • We monitor and gauge the effectiveness of client plans and propose adjustments if needed on an ongoing basis