FAQs
- 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 Life Insurance product issuers only, whose products we recommend to you and thus paid to Hales Douglass Financial Services. These product issuers only include Life Insurance Companies that provide risk insurance products. Fees for Service are agreed to by you the client and your adviser and also paid to Hales Douglass Financial Services, are charged on Investments, Superannuation and Strategic Financial Advice. We provide you with a Statement of Advice containing details of our fees and / or commissions paid to us by you or the Financial Product Issuers.
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CASE STUDIES
How a comprehensive financial plan provided an income stream for our clients after a major illness was diagnosed.
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Position Vacant – Admin Assistant
Adam Passwell2023-11-13T13:27:09+11:00November 13th, 2023|Comments Off on Position Vacant – Admin Assistant
Client Services Full Time 37.5 hrs/week (Mon – Fri) Hales Douglass Financial Services is a growing financial advice firm with it’s own licence (non-bank aligned) and self-managed super fund [...]
Seniors energy rebate up to $700
Adam Passwell2023-08-18T17:56:55+10:00August 18th, 2023|Comments Off on Seniors energy rebate up to $700
The NSW Seniors Energy Rebate helps eligible self-funded retirees pay their electricity bills. The Seniors Energy Rebate is $200 per household, per financial year and customers can apply for the rebate each [...]
CONTACT US TODAY
For further information, please contact Adam Passwell or Andrew Clegg.