FINANCIAL SERVICES

Exciting New Partnership with MidSec

Hazeal Newman & MidSec share the same vision for our clients. By working together, we can ensure that you receive the best in financial advice.

In a long-term show of commitment to Port Lincoln and the greater Eyre Peninsula community, an innovative joint venture has been established between local accountancy business, Hazeal Newman and Associates and Adelaide-based financial advisory firm, MidSec.

Our local team can help with all aspects of business or personal accounting needs, and we are pleased to partner with MidSec, a leading financial adviser group who offer expert financial planning advice.

Strategic Advice

  • Generate the Cash Flow you need to meet your desired lifestyle
  • Minimise tax
  • Maximise Centrelink benefit

Investment Advice

  • Long term focused – understand the fundamentals and filter the 24 hour media cycle
  • Income orientated – businesses with a track record of growing their earning and actually returning it to their investors

Good Old Fashioned Service

  • Built around trust and respect.
  • Transparency and integrity
  • Regular reviews

Portfolio Management

The experts at MidSec offer a portfolio management service that makes handling your investments easy! We provide the people, tools, and methods you require to effectively manage your investment portfolio.

Your portfolio manager keeps abreast of the changes in the investment market, saving you the trouble of doing the research yourself. You maintain control of your investments while eliminating unnecessary risks and delegating the everyday tasks and complex decisions to your experienced investment manager.

At MidSec we design and manage portfolios with your individual requirements and objectives in mind. This means your investments are handled in the most efficient manner possible and ensures your goals are met.

Contact us today for specialist assistance with investments!

Events - Port Lincoln Welcomes MidSec

Media Releases