Kain Lawyers have worked with Halpin Financial Services for many years. During that time, Halpin have provided a range of income protection insurance and other financial planning options to our team.  Our team have always found Halpin easy to deal with, providing thorough, considered and sensible advice.  The advice is tailored to each unique situation and because Halpin offer individually tailored advice, we know our team are being given the best solution and not just the best product. In recent years, our relationship with Halpin has deepened as they became a Corporate Partner of the Kain Foundation.  Their passion for creating opportunities for children and youth in need, both here in SA and through our Uganda Project, is testament to the depth of character and humanity that we truly value in our relationship. We look forward to many more years of this excellent partnership.

John Kain
Managing Director
Kain Lawyers

 

Dealing with Halpin Financial Services over the past eight years has not only been beneficial but a great pleasure for us. We have found them very well informed, trustworthy, knowledgeable with up to date advice that is explained to us in terms that we can understand. The staff at all levels are efficient, exceptionally friendly and down to earth, which is very much appreciated. Over the years they have helped with our SMSF investments, continued to give up to date advice on tax effective strategies, helped with getting loans, wills and all facets of financial planning and issues we have required and in recent times helped us with our retirement planning and the sale of our business. We have had no hesitation in recommending their services to many friends and family members over the years.

Zelda and Laurie
Retired Business owners, Darwin

We have been using Halpin financial Services for many years now in relation to dealing with our client's financial affairs. Given the profile of our clients being predominately successful business people in their own right we were very selective as to whom we entrusted with our clients' financial planning care. That firm is Halpin financial Services. We operate a true tripartite relationship with our client, Halpin and ourselves sitting around the board room table ensuring a holistic service is offered to our mutual clients. We require more than a mere placement of products, Halpin Financial Service provide our clients with the Strategic advice critical to our clients needs.

Ian Anderson
Management Consultant

 

I have been a client of Halpin Financial Services for many years now. During this time I have been impressed with my adviser who regularly contacts me for reviews of my investment portfolio and recommends changes as necessary. I have complete faith and trust in the quality of advice given and the investment strategies in place. I feel confident of a secure retirement future thanks to Halpin.

Paul Bonney
Managing Director
Bonney Healthcare Pty Ltd

 

I have been a client of Halpin Financial Services, Adelaide since 2005. They have helped me consolidate my assets and establish my Self-managed Superannuation Fund and my transition to retirement Pension. I highly value their advice as they assisted me in minimising the impact of the Global Financial Crisis. They're a great team and I'm delighted to recommend them.

Sheriden Walshe
Managing Director
Sheriden Walshe Solutions Pty Ltd

 

We have been partnering with Halpin Financial Services for many years whilst we worked hard to build our retirement nest egg. When the opportunity was right to sell down our business interests and retire they guided us through this challenging period. The skills and experience of the team at Halpin has enabled us to retire with security and confidence, as we embark on the next exciting stage of life.

Greg Yeomans and Jill Perry
Retired Owner
Yeomans and Haskell Pty Ltd