Strategic Advice
- Generate the Cash Flow you need to meet your desired lifestyle
- Minimise tax
- Maximise Centrelink benefit
Investment Advice
- Long term focused – understand the fundamentals and filter the 24 hour media cycle
- Income orientated – businesses with a track record of growing their earning and actually returning it to their investors
Good Old Fashioned Service
- Built around trust and respect.
- Transparency and integrity
- Regular reviews
In a long-term show of commitment to Port Lincoln and the greater Eyre Peninsula community, an innovative joint venture has been established between local accountancy business, Hazeal Newman and Associates and Adelaide-based financial advisory firm, Middletons Securities.
Our local team can help with all aspects of business or personal accounting needs, and we are pleased to partner with Middletons Securities, a leading financial adviser group who offer expert financial planning advice.