Financial Advice

We would like to express our gratitude and advise how happy we both are that Jeanette O’Connor is our financial advisor. We have been with Jeanette since August 2018. Since that time our minds have been put to rest knowing that Jeanette has our affairs under control and in order. Even though Jeanette is a family friend, we are extremely impressed with her business and professional manner. No enquiries are ever a problem and nothing gets put in the too hard basket.  Jeanette is an absolute asset to your company. We are both retired and we wanted our funds to work for us. This is happening, and hopefully it will continue.

Stefano & Rosa I.

My wife and I have been clients of Hales Douglass since 2006. The team have always been very professional, efficient, ethical and have always provided the very best financial advice.

We have always dealt with Kim Urquart and Jeanette O’Connor who have both always delivered outstanding service. One quality that really stands out to us regarding Kim and Jeanette is how they genuinely care about us and our family. We never get the feeling that we are just another client, they tailor their service to best help us personally.

Over the last two years, I have had to deal with some serious health issues and because of Kim and Jeanette’s wonderful caring nature, they both went well beyond their call of duty to personally help us through this difficult period in a number of special ways in which we will never forget.

Thank you Kim, Jeanette and the wonderful Hales Douglass team for looking after my family over the last 14 years and especially the special personal help and care they have shown over the last two years.

If anyone is searching for an accountant or financial adviser that stands head and shoulders above the rest with service and a team that genuinely cares about their client, Hales Douglass is the only company to deal with.

We look forward to being involved with this special team for many years to come.   Thanks to all once again.

Patrick Firmstone 

Hales Douglass Financial Services help us by providing advice on all our finances, and implementing that advice. Most importantly, Adam Passwell gained our full confidence; he is always unhurried in our dealings with him, clear in his advice and on the current state of our finances, and attentive to our smallest needs. We believe him to fully understand what is best for us and he always delivers on his promises to act.

Apart from Adam himself, we gain confidence from knowing that he receives full payment from us for his advice, and is not influenced by any financial or other benefits from fund managers etc. in regard to where our funds are placed.

Adam Passwell reassured us that our finances are in good shape and will remain so as long as we are not reckless. That assurance has allowed us to enjoy our retirement without the worry of running out of funds during our lifetime.

Adam has also allowed us to understand the state of our finances through his use of excellent tables and diagrams.

Personal investor
Name withheld upon request

We asked Adam Passwell to assist us with making a decision regarding our elderly mother’s assets, as she was going into assisted care.

Adam responded very promptly, in a clear and understandable fashion, and laid out all of the possible scenarios.

He was able to clarify areas of concern, enabling us to make the best decision.

I can recommend Adam for providing expert advice in this area.

Dr Michael Johnston

Finance & Loans

My partner and I spent months trying to get an approval from our bank and through different brokers. Craig Wise was able to get us an unconditional approval in just 10 days. We had to meet a deadline to secure the sale of the property. Craig went above and beyond to get our loan unconditionally approved in time.

Our situation wasn’t as straight forward as others may be.  Craig spent hours upon hours, over the phone and in person, taking the time to really educate us on how to manage our finances and investments, and come up with the best option for us as first-time home buyers. He was able to answer the myriad of questions and provide guidance to my partner and I. Craig came up with solutions to help us save money and pay off our home sooner.

There was no question too silly or too hard, and with his extensive experience and knowledge he was able to clarify any questions we had and made us feel at ease throughout the whole process. Without Craig we wouldn’t have been able to purchase our first home, and we will be forever grateful. I would highly recommend Craig to anyone.

Jessica Thomas & Laurent Lahey

Craig Wise has looked after my commercial & business affairs for many years. Craig set up finance for my business & funded the acquisition of my rent role & purchase of my business premises in Ulladulla.

Craig has always been very easy to contact and his experience as a commercial manager is an asset to my business. Hales Douglass looks after all my accountancy needs & Craig will compliment an already excellent team.

Gary Cox
Principal, LJ Hooker Ulladulla

SMSF

We receive excellent management of our self-managed super affairs and we appreciate the way you go about handling the fund. We know that you examine the tax implications of what we do very carefully, and we are thankful that we’re not constantly bombarded with (very often unnecessary) information relating to Super generally, but get all the information we need.

Avril Wilson
Retired Investor

…I can’t stress enough just how important it has been for us to be able to rely on having you guys “back home” to keep us organised while we’ve been away – thanks a million; you’ve been (and are) marvellous!…

Graham Harris
SMSF Investor

Since I changed to Hales Douglass I am more than happy with the way my super fund is managed. The tax advice from the accountants has been excellent and the financial planning from Adam, to ensure all the i’s are dotted and the t’s are crossed, has been exceptional.

Jim Scully
Proprietor
Batehaven IGA Supermarket

Hales Douglass Advisors have a high degree of diligence and integrity, complimented by their continuous updating and knowledge of current legislation. We have complete trust and faith in their expertise in handling our SMSF.

Peter & Shirley Mulligan
SMSF investors

Tax & Accounting

We cannot recommend Hales Douglass highly enough. Andrew Hare is proactive, hands-on and delivers smart innovative services matching today’s business-demanding needs. If it is innovative value-driven service and advice you need, you absolutely can’t go wrong with Hales Douglass.

Krystel Hughes
Helloworld Travel, Moruya

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

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

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
Ulladulla

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

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

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.

Barbara Thomson
Business Manager, Milton Medical Centre

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.

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.

Audit

I would like to record my appreciation of how Your Super Solutions has conducted the audits of the SMSFs operated by my clients. The audits have been conducted professionally and promptly and the fees charged have always been competitive. I have no hesitation in recommending your auditing services to others.

Victor Sutherland

We greatly appreciate your effort and support, and in particular your attitude! The past few years have not been easy for many in business and it is that very attitude you have which makes it possible for businesses to see blue skies.

CWM Galleries, Sydney

Business

Craig Cameron
OPSM