The firm was established in Ballarat by Mr Peter Haans. Peter brings a unique set of skills with him when he meets with clients. Being a fully qualified accountant and a qualified financial planner with over 35 years of experience, Peter is able to give quality, exact advice to clients that clearly considers all the implications of taxation, financial planning, investing, insurance and wealth accumulation.
Since its inception the firm has always been committed to offering top-quality, personal service at competitive rates. Our mission is to provide exceptional clients with exceptional service.
More recently, we've found that many of our clients appreciate the opportunities and ideas we can deliver through a more proactive approach - so we make a point of getting in touch when we have new information that can give you an edge.
As CPA's, we're equally insistent on real-world experience and constantly developing our business knowledge, because growing your finances and operations requires a broad and enquiring perspective.
We want to support you in meeting your needs and most importantly achieving your goals. We desire to contribute to the long term success of our clients which forms a mutually beneficial win-win relationship.
Yes, we offer you all the traditional accounting and compliance services but we are so much more than your average accounting firm. We understand there is so much more that can and should be done to help you reach your business and personal goals.
Our website contains a selection of ever-changing business growth ideas, suggestions, articles and newsletters that we encourage you to download and benefit from right away.
Client Value Proposition
Our friendly and professional team provide a unique approach to protecting and enhancing wealth for the Ballarat and surrounding community
Established in 1979, Peter A Haans FCPA Accounting and Financial Planning have been servicing the Ballarat Community for over 35 years
Peter is a fully qualified Accountant and a Financial Planning Specialist with over 30 years experience, he is supported by four qualified professionals with a combined experience of over 60 years. He also has support staff that work alongside these professionals
Member of the Financial Planning Association and Registered Tax Agent
CPA member and Financial Planning Specialist
Fellow member of the National Tax and Accountants Association
We partner with one of the world’s largest Investment Managers; Russell Investments
Representatives of Lonsdale Financial Group Limited.
Peter was awarded the 2006 Financial Planner of the Year Award
The business has been built via referrals from existing clients
Peter has a client retention rate in excess of 99%
The business is supported by leading technology
We engage in continuing professional development for everyone in our team
We offer a dedicated, personalized and passionate service providing peace of mind to our clients
We recognize that each client is unique and we tailor make strategies according to their objectives and goals
We pride ourselves in the knowledge and skills that we have to assist businesses at all levels with business development and monitoring
Diversified investment portfolios are designed utilizing the expertise of Russell Investments, the world’s largest multi-manager
We monitor and gauge the effectiveness of client plans and propose adjustments if needed on an ongoing basis
We ensure all clients pay the minimum amount of tax
The Professional Services which we provide
Business Coaching and Mentoring
Portfolio Construction, Management and Review
Retirement Planning and Strategies
Preparation of quarterly Business Activity Statements
Wealth Accumulation Strategies
Social Security Entitlements
Business and Individual Taxation Returns
Life and Personal Insurance
Self Managed Superannuation Fund advice
Negatively Geared Investment and Property Advice
Full Share Advice Service
Business Acquisition and Sale Advice
Small Business Advice
Salary Packaging Advice
As our motto is "focus and direction". Our aim is to provide all clients with a plan (focus) and assist them to achieve their goals (direction). We endeavour to build long term relationships to help business and individuals prosper. We offer all of the services and high-level technical advice of a large firm, but with a personal, local and attentive approach. We are committed to working with you to define your goals and design a financial plan to meet your own needs and lifestyle goals.
The services and advice provided by Peter A Haans FCPA Pty Ltd are growing all the time, as we recognise and respond to the changing needs of our clients.
This article is not a substitute for independent professional advice. We do not warrant the accuracy, completeness or adequacy of the information or material in this article. All information is subject to change without notice. We and each party providing material displayed in this article disclaim liability to all persons or organisations in relation to any action(s) taken on the basis of currency or accuracy of the information or material, or any loss or damage suffered in connection with that information or material. You should make your own enquiries before entering into any transaction on the basis of the information or material in this article. Please ensure you contact us to discuss your particular circumstances and how the information provided applies to your situation.