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Financial Planning and Wealth Creation

Here at Hanrahans, we make it our mission to help you reach your goals, no matter what they are. If you want to buy your first home, purchase some equipment or plan your retirement, our friendly team can help.

Our Financial Planning division is accredited with its own licence. This means we’re independent and not biased towards any banks or institutions. You can trust us to give you all the information and support you need to make the decision that’s right for you.

We work closely with you to achieve your ideal life. Our financial advisors craft a financial plan that’s specific to you, your situation and your needs. We offer a range of services to suit a diverse range of clients, but we have notable expertise with property investors. We work with all generations, individuals, couples, business owners, families and retirees. If you run a small business, want to protect your family or are thinking about retirement, have a chat to us today.

Build your wealth

Whether it’s implementing a regular savings plan, crafting a personal investment plan or reducing your debt, there are so many ways Hanrahans can help you when it comes to money. If you want to grow your wealth and really get ahead, you’re in the right place. Our team will help you make smart investment decisions and make the most of the money you’ve worked so hard for.

Look after your family

Our financial advisors will help you put in place smart strategies that protect your family and create the future you want. It’s so important that family groups have a solid plan in place that prepares them for the future and deals with financial commitments like education, insurance and mortgages. We’re a friendly bunch with a passion for helping people and we’d love to help you too!

Aged Care

We offer efficient and cost-effective aged care services to our clients. Our service here combines our expertise in many areas including accounting, tax and financial planning.
Here are just some of the ways we can help:

  • We meet with families to explain how the aged care sector works
  • Review the applicant’s current assets and income to determine what level of fees are affordable
  • Provide advice on alternatives to fund aged care fees
  • Calculate what the aged care fees should be for the applicant.
  • Provide projections on the effect aged care fees has on cash flow and asset growth.
  • Provide choices a family needs to consider when choosing an Aged Care Facility and structuring their fee payment options.
  • Complete the Centrelink Residential Care Assessment Form.

We have experience in this area that shows us that no two situations are the same. That’s why we’re compassionate and understanding through every step of this process.

Protect what matters most

Insurance is incredibly important, especially if you have a family or business to look after. At Hanrahans, we’ll help you get the protection that’s right for you.

We can help with:

  • Life insurance
  • Income protection
  • Total and permanent disability insurance
  • Trauma insurance
  • Estate planning
  • Debt management

If you run a small business, we can also help with:

  • Keyperson insurance
  • Partnership insurance
  • Guarantor protection insurance
  • Business expense insurance

Why choose us?

We aim to get you the lowest premiums on the most comprehensive cover.

We’re independent and have no loyalty to certain providers. We’ll help you choose the option that’s best for you.

We go in to bat for you, fighting your case and doing our best to get your insurance granted.

If required, we can process your insurance claim for you. It’s all part of our commitment to the success and wellbeing of all our clients.

Contact us

Australian Securities And Investments Commission Asic Vector LogoAustralian Financial Services Licensee (AFSL No. 392547)
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