Hannagan Bassett Financial Services is one of Bunbury’s longest standing and most respected financial planning companies. For over 15 years, Peter Hannagan, Murray Bassett, and the team have been helping individuals, families, and businesses achieve financial security. Their friendly approach and personalized service have enabled them to build a loyal client base and become recognized as the leading financial planning practice in Bunbury, Collie, and surrounding areas.
Building your financial future requires careful planning, and Hannagan Bassett Financial Services is dedicated to providing the highest standards of financial advice and quality service. Their team of professional financial planners, all certified with the CERTIFIED FINANCIAL PLANNER™ qualification, ensures that clients receive sound and reliable financial advice tailored to their individual needs. Whether clients are planning for retirement or just starting out, the team at Hannagan Bassett Financial Services is committed to putting them on the right track to reach their financial goals sooner.
The business follows a structured 7-step financial planning process recommended by the Financial Planning Association of Australia, ensuring clear and simple solutions to clients’ financial situations. They offer a comprehensive range of financial planning services aimed at helping clients achieve their financial goals and objectives while safeguarding their financial wellbeing. With a focus on building long-term financial planning partnerships, Hannagan Bassett Financial Services continues to provide ongoing support and guidance to clients, ensuring that their financial plans remain optimal and aligned with their evolving needs.