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, we have been dedicated to securing financial futures for over 35 years. We have partnered with a diverse range of clients, from individuals and small businesses to high-net-worth clients and listed companies, providing them with strategic advice and planning.
Our specialisation lies in personal risk insurance, where we aim to ensure that the right amount of support arrives at the right time and for the right person. We also offer crucial claims advocacy, stepping in to assist individuals who turn to us when other options have failed and they are facing difficulties navigating the claims process.
Supported by a dedicated team, we are committed to delivering outstanding customer experiences. We pride ourselves on the exceptional loyalty and advocacy of our clients, a testament to our unwavering focus on their financial well-being.
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
David Braun
Adviser
Sandra Miller
Adviser
Susanne Braun
Practice Manager
We are proud members of
Testimonials and Reviews
