Welcome to
Halstead Financial Services
We partner with you to help you articulate your vision of the future by gaining an understanding of your personal circumstances. In particular we will help you define your financial commitments and lifestyle expectations, and provide high-quality tailored advice to help you achieve your financial goals. If you own or manage a business, we can also help you meet your business aspirations. This is a profession that requires an individual to dedicate his or her time to ensure the well-being of the family of another. This dedication needs to be genuine and honest. It is a profession that manages the lives of families, to help them continue when the hurdles of life come in the way.
Who We Are
At Halstead Financial Services, our qualified Financial Advisers are dedicated to helping clients prepare for life’s important milestones and achieve their financial goals.
Halstead Financial Services has worked extensively with individual and small business clients for over 35 years to provide financial security through strategic advice and planning.
We are focused on providing oustanding customer experiences and pride ourselves on our high levels of customer loyalty and advocacy.
Our process
Get to know you
Understand your wants
and needs
Consider and develop strategies to achieve your wants and needs
Present and implement strategy
Our Services
Client Advocacy and Claims
Personal and Business Protection
Retirement Planning
Wealth Accumulation
Toolkit
Insurance Philosophy
Income Protection
Life
Total and Permanent Disablement
Trauma
Business Expenses
Keyperson Cover
Buy-Sell and Asset Protection
Toolkit
Insurance Philosophy
Income Protection
Life
Total and Permanent Disablement
Trauma
Business Expenses
Keyperson Cover
Buy-Sell and Asset Protection
The Team
Alex Braun
Principal Adviser
David Braun
Associate Adviser
Sandra Miller
Associate Adviser
Susanne Braun
Operations Manager
We’re proud members of
Testimonials
