ABOUT US
At Haysman Financial Services we’ve been providing professional financial planning advice and solutions to our clients since 1982.
We take the time to listen to establish what’s important in your life so we can tailor a solution that’s right for you.
Our team of financial planners and our mortgage consultant provide high quality financial advice to help you understand where you are now, where you want to be, and will work with you to build a roadmap to help you get there.
Quality financial advice and trust is the cornerstone of Haysman Financial Services
OUR SERVICES
FINANCIAL ADVICE
- Cash Flow & Budgeting
- Taking Control of your Debt
- Investing
- Building Wealth
- Tax Strategies
- Protecting your Family
- Estate Planning
SUPERANNUATION
- Self-Managed Super Funds
- Personal Super Funds
- Consolidating Super Funds
- Find your Lost Super
- Contribution Strategies
- Insurance under Superannuation
- Corporate Superannuation
MORTGAGE BROKING
- Refinancing/Rate Comparisons
- Debt Consolidation
- First Home Buyers
- Parental Guarantees
- Investment Property Loans
- Construction Loans
- Commercial Loans
- SMSF Loans
INSURANCE
- Life and Disability Cover
- Income Protection
- Trauma Cover
- Key Person Insurance
INVESTMENTS
- Building an Investment Portfolio
- Growing and Accumulating Wealth
- Debt Recycling
- Children’s Investment Plans
- Gearing Advice
RETIREMENT PLANNING
- Transition to Retirement Strategies
- Tax Minimisation
- Income Streams
- Maintain your Lifestyle in Retirement
- Age Pension / Centrelink Advice
- Estate Planning
- Protect your Nest Egg
- Funeral Bonds
ONGOING SERVICE
Ongoing service is all about the relationship you have with our business
Receiving financial advice is only the first step towards financial independence. The key to the success of the advice we provide is through ongoing support and guidance.
At the end of our advice process, we will extend an offer to meet with you personally on a regular basis to formally review your situation and the continued appropriateness of the advice given.
"HOW WE WORK WITH YOU"
Every client’s situation is different, which is why we have an established process to ensure we deliver the best outcome for your individual needs:
READY TO GET STARTED?
HOW WE CAN HELP YOU
Wealth Creation and Management
The road to financial independence begins by setting clear goals and making a start to achieve them. Your financial planner can look at the following areas in order to build your wealth:
OUR TEAM
Tim volunteers his services to the AMP Cancer Council Pro Bono Program by donating his time to provide invaluable financial advice to South Australian families affected by cancer.
In his spare time, Tim enjoys a game of golf and spending time with his wife and three children.
Mark volunteers his services to the AMP Cancer Council Pro Bono Program by donating his time to provide invaluable financial advice to South Australian families affected by cancer. He also dedicates a considerable amount of time to the Chad Hancock Cancer Foundation for Young Adults of which he is the Chairman.
Whether you are starting out, a young family or looking to plan for your retirement, Warren will be able to assist.
In his free time Warren enjoys watching Motorsport, Cricket and EPL Football, as well as being a social runner.
He and his partner Trudie are the proud parents of 5-year-old Darcy and 2-year-old Rose, who has been a wonderful addition to their lives.
Craig’s life mostly revolves around his family. He has embraced and loves all the things that come with a young family – trips to the park, bush walks and just spending time together.
He is a ‘sportaholic’ with an interest in most sports, especially football, cricket and basketball. He takes an active interest in his old scholars' football club.
Peter’s passion lies in helping people, ensuring that they are in a better position after seeking his advice.
When he is not at work Peter enjoys fishing, tennis and spending time with his family and friends.