Halifax is a group of service businesses formed to provide organisations and individuals with genuine financial management resources and expertise to match their requirements.
Client focus
Our approach to business is client-centric and issue-based. We work with each and every client to co-develop solutions that deliver real value—the value they need and the value they expect.
People focus
Halifax is committed to a people first culture. We believe that we can best create value and confidence for our clients through outstanding solutions and services by creating value and confidence internally for our staff.
Trusted Advisor
Integrity and professional competence are the cornerstones of our business. We work hard to earn and maintain our clients' trust and confidence. To ensure that we provide quality professional services in an independent, objective, and ethical manner we continue to implement professional development initiatives and quality and compliance safeguards including innovative methodology and quality control policies in conjunction with technology and training.
Industry expertise
In-depth industry knowledge and experience is the key to bringing our clients the best solutions and advice. That's why we have developed industry specialists in various industry sectors such as:
- Health Industry
- Hospitality
- Information and Technology
- Manufacturing
- Primary Producers
- Property
- Retail Services
- Superannuation
Areas of Advice
Halifax Financial Advisors AR status via Wealth Managers AFSL [232701] enables it to provide advice in the following areas:
- Property Trusts
- Equities
- Managed Funds
- Life Insurance and other risk products
- Deposit Funds
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