About

Our Team

With a team of 14 experienced financial advisers, each with their own specialised skill set, we ensure you receive consistent, professional advice that aligns with your objectives. Whether you’re meeting with one of our advisers for the first time or have been a client for years, you can have confidence that you’ll receive the same high level of service and expertise that Halpin Wealth is known for.

Our Team

 

Our Areas of Expertise

We provide advice across all sectors to business owners and professionals at all stages of the financial and wealth planning.

Sectors we work with include:

• Agribusiness
• Professional services
• Medical and allied health professionals
• Business owners
• Education

Our areas expertise include:

• Wealth creation and management
• Retirement planning
• Superannuation including Self-managed superannuation funds (SMSFs)
• Personal insurance and insurance
• Risk protection and management
• Business advice and succession planning
• Estate planning and wealth transfer
• Financial structural advice
• Direct equities and managed investments
• Margin lending and debt management strategies

Our Services

 

Our History

We’re one of South Australia’s largest and longest-serving financial planning companies. As market leaders, we’ve been providing progressive wealth management advice to business owners and professionals since 1972.

Since the early days of the industry, Halpin Wealth has been at the forefront of financial advice in Adelaide and Darwin. Today, we offer a full range of services designed to grow, manage and sustain the wealth of business owners and professionals across South Australia and the Northern Territory.

Our Approach

As a client-focused financial planning practice, we offer a highly personalised approach. We work collaboratively to develop and deliver broad, lifelong financial strategies tailored to meet your wealth goals.

Our advice is both progressive and sensible, proactive and safe. With our depth of industry knowledge, robust research practices and strategic methodologies, you can trust in our personalised and professional financial advice.

Our Principles

At Halpin Wealth, we:

• Put your interests and future goals first
• Build relationships based on mutual respect and trust
• Provide the highest standard of excellence and professionalism
• Tailor our strategies and investment guidance to your needs
• Continually review our advice and consider new strategies as your circumstances evolve
• Provide regular communication and assessments of our advice
• Are open and transparent about our fees and charges
• Collaborate with your other trusted professional service providers
• Are educated, motivated and driven by our clients’ success