Halogen Pty Ltd Information

We specialise in designing financial strategies. We think investing doesn't make sense without a strategy that takes all your circumstances into consideration. Once we have developed the best strategy for you, we can invest you in all asset classes and structures such as shares, managed funds or property in superannuation, your own name or trusts as we are licensed across these areas. We are also an insurance broker so can assess your needs and find the best cover for you. We also have teams of accountants, legal advisors and finance brokers we can refer you to if required. We also provide ad hoc advice if you just want help with specific areas. What kind of clients does Halogen have? We have a wide range of clients, from people in their 20s just starting out, through people in their 30s and 40s with established careers, mortgages, families etc, to people in their late 50s and 60s who are looking to set up their assets in the best possible way to provide them with an income when they stop work. Most of our clients are wealth accumulators, not retirees. What fees does Halogen charge and how are you paid? We are a fee for service organisation which means that we do not receive commissions or kick-backs from fund managers to invest people in their funds. All our fees are transparent so you'll never be paying anything you don't know about and haven't agreed to. We offer several levels of service so you can choose what you would like us to do for you. Does Halogen receive commissions? No, Halogen is a fee for service organization. We do not receive commissions from fund managers to invest people in their funds. We do receive commissions from insurance companies because we think it is more effective for the insurance company to pay us than you. I've seen Consultum on Halogen letters and the website - who are they? Consultum holds an Australian Financial Services Licence and is responsible for our conduct.