Our Motto

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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.

The Professional Services Which We Provide

  • 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

The services and advice provided by Peter A Haans FCPA are growing all the time, as we recognise and respond to the changing needs of our clients.