Hannagan Bassett Financial Services is one of Bunbury’s longest standing and most respected financial planning companies. For over 15 years Peter Hannagan, Murray Bassett and the team have been helping individuals, families and businesses achieve financial security.
Building a secure financial future requires careful planning. That’s why it’s important to seek sound advice from a qualified financial planner. Whether you’re planning for retirement or just starting out, Hannagan Bassett Financial Services will put you on the right track so you can reach your financial goals sooner.
We’ve become a trusted source of advice to individuals, families and businesses, helping them achieve financial security. Our friendly approach and personalised service has enabled us to build a loyal client base and become recognised as the leading financial planning practice in Bunbury, Collie and surrounds.
We pride ourselves on providing our clients with the highest standards of financial advice and quality service.
We’ll help you to:
We can advise you no matter what stage in life you are at, with our extensive range of services.
So when you leave our office you will do so feeling confident knowing you have a friendly and experienced team of professional financial planners steering your financial course.
Our financial planning process is structured to make your experience with us straightforward, transparent and most importantly, enjoyable.
One of our Financial Planners will work closely with you at each stage of the process so that they have a full understanding of your personal situation and lifestyle goals and can develop a plan suited to your needs.
We follow a simple 7 step financial planning process to deliver clear and simple solutions to your financial situation. This follows the 7 steps recommended by the Financial Planning Association of Australia (FPA) and are adopted by all AMP financial planners.
An initial conversation allows us to find out more about each other
We will collect all the information we need from you (sometimes called ‘fact finding’)
We will help you identify your goals and current financial position. We normally do this at the same time as the ‘fact find’
We will consider the 7 building blocks or strategies (eg, tax, Centrelink, estate planning etc), then develop and present you with written recommendations in a financial plan (called a Statement of Advice)
We will discuss the recommendations with you and make sure you are comfortable and agree with them
We will implement the agreed recommendations
We will periodically help you review your objectives, financial situation and needs
Following the implementation of your Financial Plan, our support and guidance has only just begun. The key to the success of the advice we give you is the ongoing support.
We extend an offer to meet with you personally on a regular basis to formally review your situation and the appropriateness of the strategies being adopted. Should any changes be necessary, we will provide you with advice on the range of choices available to you and identify the optimal strategy.
We provide a comprehensive range of financial planning services.
Our aim is to help you achieve your financial goals and objectives, while making sure your financial wellbeing is protected and maintained. We strive to build a long-term financial planning partnership with you by providing appropriate financial planning solutions, sound advice and quality service.
The team is the backbone of our business and we are proud of who they are and where they have come from. All of our financial planners are required to attain CERTIFIED FINANCIAL PLANNER™ certification – the industry’s highest qualification. As a client this means you can be assured of sound, reliable financial advice.
We’d like to introduce you to our team below. These are the friendly faces you’ll see when you come to visit us in our Bunbury or Collie office.
Disclosure statement: Hannagan Bassett Financial Services Pty Ltd, ABN 61 109 494 662 is an Authorised Representative and Credit Representative of AMP Financial Planning Pty Limited, Australian Financial Services Licencee and Australian Credit Licencee. General Advice Warning: Any advice contained in this communication is of a general nature only and does not take into account the objectives, financial situation or needs of any particular person. Therefore, before making any decision, you should consider the appropriateness of the advice with regard to those matters. Information contained in this communication may contain references to other special offers or promotions offered by persons who are not part of the AMP group of companies. AMP has not verified, and is not responsible for, the information provided by other parties or persons not part of the AMP group of companies. Subject to any applicable law which cannot be excluded, AMP group of companies and Hannagan Bassett makes no warranties or representations regarding the quality, accuracy, merchantability or fitness for purpose of the goods or services available from these persons. Your obtaining of goods or services from these persons is at your own risk. AMP group of companies does not accept any liabilities arising from reliance on the access and the availability of the information, or fees and charges that relate to the use of such information.
© Copyright 2015. Hannagan Bassett Financial Services. All Rights Reserved. Website by SHMarketing & Design