Halstead Financial Services Pty Ltd - Caulfield, Victoria

Address: 963A Glen Huntly Rd, Caulfield VIC 3162, Australia.
Phone: 395091400.
Website: halsteadfs.com.au
Specialties: Financial consultant, Life insurance agency.
Other points of interest: Identifies as women-owned, Online appointments, On-site services, Assistive hearing loop, Wheelchair-accessible seating, Wheelchair-accessible toilet, Toilet, LGBTQ+ friendly, Transgender safe space, Appointment required, Appointments recommended, Free of charge street parking.
Opinions: This company has 14 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Halstead Financial Services Pty Ltd

Halstead Financial Services Pty Ltd 963A Glen Huntly Rd, Caulfield VIC 3162, Australia

☎️395091400

⏰ Open Hours of Halstead Financial Services Pty Ltd

Monday: 9 AM–6 PM
Tuesday: 9 AM–6 PM
Wednesday: 9 AM–6 PM
Thursday: 9 AM–6 PM
Friday: 9 AM–5 PM
Saturday: Closed
Sunday: Closed

Halstead Financial Services Pty Ltd

Una empresa de consultoría financiera y agencia de seguros con sede en Caulfield, Victoria, Australia.

Con más de 15 años de experiencia en la atención de clientes, Halstead Financial Services Pty Ltd se ha convertido en una opción confiable para aquellos que buscan asesoramiento financiero y seguros de alta calidad.

Especialidades

Financial consultant y Life insurance agency, la empresa ofrece una amplia gama de servicios financieros personalizados para satisfacer las necesidades de sus clientes.

Ubicación

Address: 963A Glen Huntly Rd, Caulfield VIC 3162, Australia.

Teléfono

Phone: 395091400.

Página web

Website: halsteadfs.com.au.

Características

La empresa se identifica como women-owned, lo que destaca su compromiso con la igualdad y la diversidad.

Además, ofrece online appointments y on-site services, lo que facilita la planificación y gestión financiera para sus clientes. La empresa también cuenta con assistive hearing loop, wheelchair-accessible seating y wheelchair-accessible toilet para garantizar la accesibilidad para todos.

Es importante destacar que la empresa es LGBTQ+ friendly y transgender safe space, lo que refleja su compromiso con la inclusión y la diversidad.

Otros datos de interés

La empresa ofrece free of charge street parking, lo que facilita la visita a sus instalaciones.

Opiniones

Según los 14 reviews en Google My Business, la empresa tiene una media de opinión de 5/5.

Los clientes han expresado su satisfacción con los servicios de la empresa, destacando su responsividad y eficiencia en momentos de necesidad.

Además, han mencionado la capacidad de la empresa para securar descuentos en las primeras cargas de seguro, gracias a los lazos industriales de sus agentes.

En resumen, Halstead Financial Services Pty Ltd es una empresa confiable y especializada en consultoría financiera y agencia de seguros, con una ubicación en Caulfield, Victoria, Australia, y un enfoque en la accesibilidad y la inclusión.

👍 Reviews of Halstead Financial Services Pty Ltd

Halstead Financial Services Pty Ltd - Caulfield, Victoria

Peter K.

5/5

We have dealt with Alex, David and the team for at least fifteen years now for our insurance purposes, and have found them responsive and efficient when needed. Recently, Alex was able to secure a discount on a premium increase by using his industry links. Happy to recommend.

Janice L.

5/5

My husband and I had life, trauma, and disability insurances held through Halsteads, to support family needs. Having these for many years we did question the value but received excellent support and advice to stay with them, and are very grateful we did. I was diagnosed with Parkinson’s in 2022 and received payments for trauma, income and disability. My husband died last year suddenly at 62, and I was also still covered by his life insurance. This will enable the family to keep our expenses and lifestyle going forward and I am forever grateful for Sandra and Alex’s support in all this.

EM L.

5/5

The Halstead FS team are very knowledgable about the insurance space and really take the time to understand personal requirements and future plans. I would highly recommend their services if you want someone who will recommend the best insurance for your needs.

Megan M.

5/5

A caring team that learns all they can about you so they can provide the best advice suited to your personal circumstances

John &. J. D.

5/5

David has been a wonderful advisor for my husband and I. His attention to detail as well as the time and care he shows for his clients is amazing. We highly recommend David Braun and the team at Halstead Financial Services.

Dion E.

5/5

The team at Halstead and in particular Alex Braun have been outstanding to me and my family. Last year I was diagnosed with advanced bowel cancer and as I grappled with the enormity of the challenges ahead for myself, my wife, my 5 children and my business, there was a massive relief when Alex and his team handled my insurance claim with lightening speed and no fuss. My claim was paid within 48 hours! One less anxiety to worry about and all the while with a sincere empathy and support including regular hospital visits. Thanks to Halstead and Alex’s deep knowledge and extensive connections, the right products were selected and VIP service was delivered. I cannot recommend their team strongly enough.

Natasha B.

5/5

Although I'm not technically a client (yet), I had the pleasure of receiving help from Sandra. She assisted me in finding a financial advisor and I got to experience her professionalism and care. When I am ready to purchase insurance, I won't hesitate to use Halstead Financial as my advisors.

For client reviews, simply ask for a copy of their Testimonials, you will see that HFS consistently serve with excellence.

Fiona M.

5/5

David Braun at Halstead Financial Services was very thorough in explaining everything to us, and offered tailored advice to suit our insurance needs. Professional and friendly and a pleasure to talk to. Highly recommend.