Business Details
46 Years
experience
Trusted Financial Advisers in Mornington
Haden Partners has been delivering tailored financial solutions since 1980, combining decades of expertise with a client-centric approach. Our team specialises in investment strategies, insurance planning, retirement solutions, and superannuation management, adapting to the evolving needs of individuals at every life stage. Affiliated with Count Financial Limited for over 30 years, we leverage industry-leading resources while maintaining a personal commitment to tax-effective outcomes.With ongoing professional development, we ensure our advice remains aligned with legislative changes and economic trends. Our dedication to transparency and ethical practices has established us as trusted advisors in the Mornington Peninsula community.
Services
Investment Advice
Insurance Solutions
Retirement Planning
Superannuation Strategies
Accounting Services
Details
- Year established: 1980
Highlights and features
- We offer 40+ years of combined experience in financial planning and taxation expertise.
- Our advice is tailored to your unique life stage and financial objectives.
- Affiliated with Count Financial Limited for over three decades of industry stability.
- Ongoing professional development ensures compliance with evolving financial regulations.
- Specialise in tax-effective strategies for investment, superannuation, and retirement planning.
Associations and certifications
- Australian Financial Services Licence
Services
Investment Advice
Our investment advice focuses on creating diversified portfolios aligned with your risk profile and financial goals. We analyse market trends and economic factors to recommend strategies that balance growth potential with capital preservation. With ongoing portfolio reviews, we ensure your investments remain aligned with changing personal circumstances and market conditions.
Insurance Solutions
We design comprehensive insurance plans covering life, trauma, and income protection policies. Our approach ensures adequate coverage while considering tax implications and superannuation integration. We help clients navigate policy options to secure financial protection for themselves and their families during critical life events.
Retirement Planning
Our retirement planning services assess pension entitlements, income requirements, and aged care funding needs. We develop strategies to maximise retirement savings while minimising tax liabilities, ensuring a smooth transition to post-work life through regular financial health check-ups.
Superannuation Strategies
We optimise superannuation outcomes through salary sacrifice arrangements and tax-effective contribution strategies. Our expertise includes transition-to-retirement planning and SMSF management, helping clients navigate complex regulations to maximise retirement savings growth.
Accounting Services
Our accounting services cover tax return preparation, GST/FBT compliance, and business structure optimisation. We specialise in tax minimisation strategies through trust structures and provide ATO audit support, ensuring businesses maintain compliance while maximising financial efficiency.
People
Simon Haden
Director Financial Planning
Simon Haden BA, BEd, Grad Dip FP, F Fin, AFP, leads our financial planning division with over 30 years' experience. He specialises in integrating tax and investment strategies while maintaining Count Financial Ltd affiliation.
Questions
What financial services does Haden Partners offer?
We provide investment advice, insurance solutions, retirement planning, superannuation strategies, and accounting services tailored to individual client needs.
Are your financial advisors qualified?
Yes, our team includes certified financial planners with ongoing professional development to maintain industry standards and regulatory compliance.
How do you tailor financial plans to individual needs?
We conduct comprehensive assessments of your financial situation, goals, and risk tolerance to create personalised strategies for long-term success.
What areas do you service?
We primarily serve clients in Mornington and Ringwood, Victoria, with both office locations offering in-person and virtual consultations.
How are fees structured for your services?
Our fee structure is transparent and discussed upfront, with options including hourly rates, fixed fees, or percentage-based management charges depending on service complexity.
Can you help with self-managed super funds (SMSFs)?
Yes, we provide specialist advice on SMSF establishment, compliance, and investment strategies to optimise retirement outcomes.
Reviews (1)
Ottico Lab
Jul 23, 2019
Report
After forming a relationship over a decade ago with Haden Partners for personal and family financial services and advise - they were an obvious choice when starting the business.
Haden Partners offered an incredible level of support in initiating, mentoring and setting up the correct functions of the business and company. Services ranging from reviewing, guidance and feedback right through to setting up trusts and the business to be compliant with Australian standards. The team at Haden made the process for the customer very easy and carefully navigated us through. Once established, Haden were
Haden Partners offered an incredible level of support in initiating, mentoring and setting up the correct functions of the business and company. Services ranging from reviewing, guidance and feedback right through to setting up trusts and the business to be compliant with Australian standards. The team at Haden made the process for the customer very easy and carefully navigated us through. Once established, Haden were
