- Financial planning and investment advice
- Life insurance advice
- Superannuation and rollover advice
- Self managed super fund investment strategies, estate planning and strategic planning advice (Adam Passwell is an accredited Self Managed Super Fund specialist advisor)
- Estate planning advice
- Ongoing monitoring of your portfolio
- Investment funds management
- Social Security benefits planning
- Retirement planning advice
Hales Douglass Financial Services Pty Ltd licence allows its’ authorised representatives to advise on a broad range of investments and services offered by banks, life companies, fund managers, stockbrokers, building societies, credit unions and other financial institutions. Hales Douglass Financial Services Pty Ltd is authorised to advise and deal in deposit and payment products (basic and non-basic), government debentures, stocks or bonds, life products, managed investment schemes (incl. IDPS), retirement savings accounts, securities and superannuation.
Fee for Service
Hales Douglass Financial Services Pty Ltd will provide an invoice for services directly to you, or this fee may be paid via your investments.
Commission / Brokerage
Commission payments are received from the product issuers whose products we recommend to you and thus paid to Hales Douglass Financial Services. These product issuers include Fund Managers that provide investment products and Life Insurance Companies that provide investment products and risk insurance products. We provide you with a Statement of Advice containing details of our fees and any payments made to us by a Financial Product Issuers.
How income protection can safeguard your lifestyle
How life insurance advice proved vital – Dr Greg Trevaskis
What’s different about Hales Douglass Financial Services?
SMSF missed opportunities
How a comprehensive financial plan provided an income stream for our clients after a major illness was diagnosed.