Stephen Haug

Cert IV Financial Services

Stephen Haug Licensee - Australian Credit Licence No 365411

Stephen Haug ATF The Stephen Haug Family Trust T/As

 

 

 

FIVE STAR FINANCIAL SERVICES

ABN 12 551 525 812

A Member of Australian Finance Group Australian Credit Licence No 389087

Sample Credit Guide and Privacy Policy

 

Stephen Haug, Dip FP

CERTIFIED FINANCIAL PLANNER®

A Member of the Financial Planning Association of Australia (FPA)

Stephen Haug (Authorised Representative Number 238606) As Trustee for The Stephen Haug Family Trust ABN: 12551525812

(Corporate Authorised Representative Number 316623) – being a;

Authorised Representative of InterPrac Financial Planning AFSL: 246638 ABN: 14 076 093 680

Financial Services Guides & Privacy Policy

 

 

 

 

The information provided is general information only. It has been prepared without taking into account your individual objectives, financial situation or needs. Before acting on any information you should consider the appropriateness of the information, having regard to your objectives, financial situation and needs. Should you wish to acquire a particular financial product, you should obtain a Product Disclosure Statement relating to the product/s mentioned before making any decision.

Financial Services of Stephen Haug

Services

Mortgage Finance

Home Loans

Purchase, Refinance, Equity, Construction, Relocation and Bridging, Off the Plan

Commercial Finance

Commercial Property Loans

Purchase, Refinance, Equity, Construction, Relocation and Bridging, Off the Plan

Personal Finance

Personal Finance

Personal loans, Car Loans, Credit Cards

Investment Property Loans

Purchase, Refinance, Equity, Construction, Off the Plan

Taxation Planning saving strategies inclusive of Finance advice services offered.

Taxation Planning saving strategies inclusive of Finance advice services offered.

Commercial Business Loans
Debtor Finance, Overdrafts /trading facilities, Equipment / Capital Finance

Taxation Planning saving strategies inclusive of Finance advice services offered.

Retirement and Superannuation Planning

Superannuation / Retirement

Superannuation / Salary Sacrifice Contributions and Forecasting Retirement Capital and Income Needs, Age Pension and Retirement Income Streams - Including Transition to Retirement, Centrelink / DVA planning and forecasting.

Taxation Planning saving strategies inclusive of Finance advice services offered.

Taxation Planning saving strategies inclusive of Finance advice services offered.

Business and Personal Insurance

Personal & Business Insurance

Life Insurance, Total and Permanent Disability Insurance, Trauma / Crisis /Recovery Insurance, Income and Business Expense Insurance - Planning and Forecast Needs and Requirement including strategic advice of Income and Capital Protection and Estate and Beneficiary Planning, Key Person and Business Succession Planning.

Investment and Taxation Planning

Investment Planning

Managed Funds, Direct Shares, Portfolio Services, Investment Purchases / Accumulation and Funding.

Taxation Planning

Investments, Superannuation & Retirement, Personal Insurances & Business Insurance and Financing - Strategies to minimise taxation and tax effectiveness.

Taxation Planning saving strategies inclusive of Finance advice services offered.