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THE HAINES WILSON WAY

The doors opened at Haines Wilson Financial Planning to help everyone, from young investors and families to people preparing for retirement. Our goal is to set solid foundations for our younger clients and effective strategies for our mature clients to enjoy a longer, more active retirement. 

 

Haines Wilson Financial Planning’s ambition is to grow with our clients, together, well into the future.

THE WHO, WHAT, WHEN, WHERE AND WHY OF SUPERANNUATION

Who is my superannuation with?

What even is superannuation?

When can I choose how I’m invested?

Where do I go to talk about superannuation?

Why is my superannuation important?

 

If you need answers to any of these questions, contact Haines Wilson Financial Planning.

Outdoor Joggers
Cheers

ENSURING YOUR FINANCIAL PLAN IS SUCCESSFUL WITH PERSONAL INSURANCE

Without a well-structured personal risk management strategy, would you be protected against loss of earnings, medical trauma or total and permanent disability?

The good news is that you don’t have to retain this risk, at Haines Wilson Financial Planning we can help you transfer all or part of the risk to a suitable insurer, providing you with peace of mind that if the unexpected should occur, your financial plan will remain viable.

QUESTION: WHAT HAPPENS WHEN YOU’RE NO LONGER ABLE TO MAKE DECISIONS? 

 

ANSWER: ESTATE PLANNING.

While estate planning can be uncomfortable to speak about, wouldn’t it be comforting to ensure that your wishes will be carried out if you are unable to act for yourself? Estate planning provides your family with certainty with regards to the distribution of your estate, removing the burden from your loved ones during an extremely difficult time.

 

At Haines Wilson Financial Planning we feel this is one of, if not the most important foundation block to get right.

Whispering to Granddad
 

CLIENT TESTIMONIALS

 

“The Haines Wilson Financial Planning group have been a tremendous help in setting us on the right path for our future.
They know exactly what you are trying to achieve and give you peace of mind with their professionalism.”

Peter & Noelene

“We received fantastic financial advice that was professional but also made us feel at ease, with what could have been a stressful situation. The team was always on hand to answer any questions we had, no matter how small or trivial they seemed. We actively recommend Haines Wilson to anyone that is seeking financial or insurance advice, we could not be happier with their services.”

Jenna & Ethan

OUR TEAM

LIAM WILSON

Director, Financial Planner

Liam is passionate about making sure all of our clients are protected and in the best possible position by building the foundation of a solid plan and growing with our clients into the future. 

STEVE HOLDEN

Senior Financial Planner

Steve values the importance of financial security. He partners with his clients to provide them peace of mind, knowledge, and confidence. Passionate about understanding his clients, Steve ensures clients make wise decisions as they journey towards financial freedom.

RACHAEL BARTLEY

Client Service Specialist

Rachael is the Haines Wilson Financial Planning, Client Service Officer.  Racahel’s efficiency, demeanour and passion for Financial Planning is vital for implementing and growing successful client relationships.

 
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CONTACT US

4 Tourist Road, East Toowoomba, QLD 4350

(07) 4599 9113

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