Take Control of Your Financial Future
Maximise Your Super and Savings
Achieve financial security without sacrificing your current lifestyle
Are These Financial Questions Keeping You Up at Night?
We often hear similar concerns from clients just like you. Here are some common questions that might resonate with your current financial situation.
Why Am I Struggling to Pay Off My Mortgage and Invest Simultaneously?
Finding the right balance between reducing debt and growing wealth can be challenging. We can help you develop a strategy that addresses both.
What Are the Best Ways to Save for Major Future Expenses?
Preparing for significant expenses like education or a new home requires careful planning. Let's explore the most effective saving strategies together.
Am I Maximising My Wealth Accumulation Potential?
Ensuring that your investments are optimised for growth is crucial. We can review your current strategies and suggest improvements to maximise your wealth.
About Us
At Haines Wilson Financial Planning, we understand the unique financial challenges and opportunities that mid-career professionals face. Our mission is to help you accumulate wealth and achieve financial growth through personalised and strategic planning.
Our team of experienced financial advisors works closely with you to create tailored plans that align with your specific goals and circumstances. We offer comprehensive financial reviews to ensure your strategies remain effective and adaptable to life’s changes. Additionally, we provide robust risk management solutions to protect your financial future.
With Haines Wilson, you’re not just getting a financial plan; you’re gaining a trusted partner committed to guiding you towards long-term financial success. Whether it’s balancing your mortgage, saving for future expenses, or increasing your investment portfolios, we are here to support you every step of the way.
Why Choose Us
Choosing Haines Wilson Financial Planning means partnering with a team of seasoned financial experts dedicated to helping you achieve your financial goals.
Our personalised approach ensures that every strategy is tailored to your unique needs, whether you’re looking to accumulate wealth, prepare for retirement, or manage your finances in retirement.
Here’s what sets us apart:
- Expert Guidance: Work with experienced financial planners to create a personalised plan that aligns with your specific financial goals and circumstances. Our expertise ensures you receive the best advice and strategies tailored to your needs.
- Wealth Accumulation: We employ effective strategies to grow your investment portfolio and increase your assets. Our goal is to help you build wealth steadily and securely, ensuring a prosperous financial future.
- Future Planning: Ensure a secure financial future for you and your family with our comprehensive future planning services. From saving for major life expenses to planning for retirement, we help you prepare for every stage of life.
- Holistic Approach: Our holistic approach covers all aspects of your financial life. From investment advice and retirement planning to mortgage strategies and estate planning, we provide comprehensive solutions to meet all your financial needs.
Client Success Stories
FAQ
How Can Financial Planning Help Me Achieve My Goals?
Financial planning provides a structured approach to managing your finances, helping you set clear goals and develop strategies to achieve them. It covers budgeting, saving, investing, and risk management, ensuring that every aspect of your financial life is aligned with your objectives.
When Is the Right Time to Start Financial Planning?
The best time to start financial planning is now. Whether you’re just starting your career, mid-way through, or nearing retirement, having a financial plan in place can help you make informed decisions, stay on track with your goals, and prepare for future uncertainties.
What Should I Expect During My First Meeting with a Financial Planner?
During your first meeting, the financial planner will get to know you, your financial situation, and your goals. They will ask questions about your income, expenses, debts, and investments. Based on this information, they will outline how they can help you and what the next steps are.
How Often Should I Update My Financial Plan?
It’s recommended to review and update your financial plan at least once a year or whenever there are significant changes in your life, such as a new job, marriage, buying a home, or having a child. Regular updates ensure your plan remains aligned with your evolving goals and circumstances.
What Is the Difference Between Financial Planning and Investment Planning?
Financial planning is a comprehensive approach that covers all aspects of your financial life, including budgeting, saving, insurance, retirement planning, and estate planning. Investment planning, on the other hand, is focused specifically on building and managing an investment portfolio to grow your wealth. Both are crucial, but financial planning provides a broader framework.
Meet Us
Steve Holden
Planner | Partner
Steve Holden brings over 13 years of experience in the financial services industry to Haines Wilson. As a senior financial planner and partner, Steve is dedicated to providing tailored financial strategies that align with clients' unique goals and circumstances. His expertise spans wealth accumulation, retirement planning, and risk management, ensuring clients receive comprehensive advice to secure their financial futures. Steve's commitment to building lasting relationships and delivering personalised service has earned him a reputation for excellence and trust within the community.
Kent Bond
Planner | Partner
Kent Bond is a seasoned financial planner and partner at Haines Wilson, bringing a wealth of knowledge and expertise to the team. With over 14 years in the financial services industry, Kent specialises in strategic financial planning, investment management, and retirement planning. His client-focused approach ensures that each financial strategy is tailored to individual needs, helping clients achieve their financial aspirations. Kent's dedication to excellence and personalised service has made him a trusted advisor to many.
Check Your Eligibility
Ready to take control of your financial future? Limited slots available!
Complete this short questionnaire to see if you qualify for a free strategy session with our experts.