Like a lot of people we possibly didn’t pay that much attention to this pretty important aspect of the ‘next part of out lives’ that we hear about until the last minute. At that stage this left us with only a few choices to invest with. Over time we soon realised what service we were getting from the other providers, and importantly…. what we probably were missing out on.
We chose to change to Hales Douglass to initially talk about some tax-help with our business and quickly realised that the service we were receiving was different. It was very hands on and focused about attention to detail and interest in us, which we felt was big help with a minimal amount of fuss. It was pretty clear that the company was acting like a Team, with Andrew Hare and Andrew Clegg in our case, making some pretty valued decisions both in a business and personal sense.
We have no hesitation in recommending Hales Douglass to others who are looking to capitalise in their retirement as we find them a very focused and ethical professional Team who to date have met all our expectations.
Wayne & Penny Dedden, owner
Corporate Connexions International Pty Ltd
Client of 3 years
Hales Douglass consolidated our present & future planning for our business & retirement. They simplified our accounting, they always listen to & address concerns and queries we have, and in particular, made the effort to understand specific issues within the residential construction industry to ensure we comply. All who work at Hales Douglass are experts within their field. Phone calls are answered promptly and we are constantly kept up to date with relevant, current information. I am Treasurer of a volunteer management committee & I appreciate the services and assistance that the Hales Douglass team provides for this also.
Sue & Rob Bevear, owners
Accord Building & Design
Client of 18 years
Hales Douglass’ easy access and communication provide me with a flexible and responsive experience. During our long association, any issues that have occurred from time to time have been attended to professionally and speedily.
Dr Ian Tait
Client of 25 years
Hales Douglass has helped us immensely in all aspects of our business and financial life. In particular, company setup advice, business projects, set-up and management of our self-managed super fund via their in-house SMSF specialists, Your Super Solutions, and personal finances including advice and organization of our estate planning and wills.
We appreciate their honesty in all our business ventures. They always handle problems with integrity, their communication is always excellent, & we always experience prompt return of phone calls and emails. Hales Douglass is always punctual with returns to the ATO, and their team friendly and helpful.
Dom & Liz Fondacaro
Harbour View Motel
Client of 20 years
We always receive great advice and direction from Hales Douglass, which saves us money. Hales Douglass helped supervise audits from Government departments, helped train our staff, provided investment strategies and organized their in-house SMSF specialists, Your Super Solutions, to set up and manage our self-managed super fund.
We were also advised on a succession program for Nick’s retirement. We were able to retire with confidence that our sons were given the necessary tools to run the business with ongoing help and professional advice.
The immense benefits of working with Hales Douglass include: less stress at time of audits, confidence that our records are in order, being able to retire financially secure
We have been extremely happy with Rob Douglass and his team. We have found them very professional, yet easy to deal with. We will not hesitate, and do, recommend them to others.
Nick & Pam Humphries
Previous owners of Advanced Modular Railings
Recently retired personal investors
Client of 8 years
Milton Medical Centre has employed the services of Hales Douglass accountants & financial advisors for the past 13 years during a time when our business has grown considerably. We have found the firm to be very professional with all issues, both business and personal, that arise in the course of running and growing a medium sized business. Well done to the team.
Business Manager, Milton Medical Centre
Client of 13 years
Due to business growth, we needed a provider who could cover all of our needs. Hales Douglass offered a holistic approach to driving and supporting our business. The Hales Douglass team always provide direct and professional contact to ensure our enquiries and needs are met in a prompt and personal manner. The most important difference from our previous advisor is the extent of personal contact and professional delivery of great customer service. Hales Douglass also provides a much higher level of expertise, advice and ongoing support. We are very happy with the level of service Hales Douglass provide and look forward to continuing our relationship into the future.
Client of 6 years
My husband and I met on several occasions with Andrew Clegg, a representative from Hales Douglass, to get our financial affairs in order. He informed us of our personal insurance options and we came to realise the peace of mind that insurance coverage would give us ‘just in case’. We took out policies for each individual in our family.
Then the unthinkable happened. It was incredibly difficult dealing with a cancer diagnosis, but we had piece of mind knowing that the insurance policies that Andrew advised us to take out provided us with adequate funds to allow me to stop work while receiving treatment, as well as covering our medical expenses.
Ronald & Dimity Collier
Happy & secure family
We have been a client of Hales Douglass for 9 years. We switched because our previous accountant was just doing our tax and didn’t seem capable of helping us get ahead financially.
Over the years Hales Douglass has helped us in many ways:
- They looked at our business structure and made sure we had everything set-up the right way.
- They gave us strategies to minimise tax.
- Andrew & Claudia were easy to deal with because they’re on top of the latest technology and software, and they’re always available by phone or email when you need them.
- Their financial planner, Adam Passwell, helped us make sure we are on the right track financially, making sure we make the most of our super and investments, and arranged personal insurance to protect what we’ve got.
Sharon Vincent & Richard Tyler
Bay Business Services & Just Plumbing
When we began the process of selling our business, we didn’t really know what was going to happen or what to do next. The whole process was a bit frustrating but it was great to have the support of Andrew Hare, our Accountant, and Andrew Clegg, our Financial Planner. They made sure we got the best financial outcome and set-up a clear strategy for us going forward.
Rex & Glenda Wood
Garden Master, South Coast.