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 Halpins AMP Ballina financial planner Peter Halpin.
When you're looking at managing finances it makes sense to do business with the largest group of quality financial planners in Australia - AMP.
Of course at the same time you want personalised service and a local approach, which is where Halpins AMP Ballina can be of assistance. Halpins AMP Ballina has been in business for 14 years in the Ballina area, and at their current location in Tamar Street for the last two and a half years.
Their aim is to be a 'one-stop shop' for financial services, with a focus on planning for the future. Commitment to clients is the key message conveyed by the team at Halpins AMP Ballina.
"The majority of our clients are self-employed people or companies, just like ourselves," Peter Halpin said. "We can identify with the day-to-day problems associated with running a business as we often come up against similar obstacles. Our aim is to add value by way of personal involvement when giving advice to our clients, large and small."
Peter Halpin is a fully accredited financial planner and is an affiliated member of the Financial Planning Association of Australia. He specialises in creating wealth through superannuation and non-superannuation investments. Peter is also able to provide clients with a full banking service through AMP, which is licensed bank like any other. The services available include home loans, savings accounts, term deposits and credit cards.
"What we lack in branches we make up for with our low fees and interest rates," Peter said. "While we don't have branches in the north coast we have a very easy-to-use online system, so anyone with Internet access can take advantage of our comprehensive banking service. We offer all the services a major bank would provide."
Halpins AMP Ballina is also one of the few financial planning offices that have retained a general insurance service, which is run by Jo Halpin. Mrs Halpin has a Bachelor of Social Science and is fully accredited in personal and commercial general insurance.
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Jo Halpin from Halpins AMP Ballina,who handles all general insurance queries.
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By offering all these services in one convenient location, customers need not travel anywhere else for all their financial planning, banking and insurance needs.
Halpins AMP Ballina is at Suite 3, 90 Tamar Street, Ballina. For information or to book an appointment phone 6686 4199.
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