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:

• Achieve your lifestyle and financial goals
• Create wealth, grow and protect your assets
• Make the most of your superannuation
• Maximise your investments
• Help you find the right home loan
• Plan for retirement
• Take advantage of redundancy or early retirement opportunities

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.

Step 1
An initial conversation allows us to find out more about each other

Step 2
We will collect all the information we need from you (sometimes called ‘fact finding’)

Step 3
We will help you identify your goals and current financial position. We normally do this at the same time as the ‘fact find’

Step 4
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)

Step 5
We will discuss the recommendations with you and make sure you are comfortable and agree with them

Step 6
We will implement the agreed recommendations

Step 7
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.

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.