Contact
No account manager layer, no call queue. Send a message, or ring Marty or Pete on the numbers below and one of them will pick up.
Need our AFSL Disclosure or Financial Services Guide? Ask for either and we will send it straight through.
Both directors publish their mobile numbers, which is not something most licensees do. If your question is quick, ringing is genuinely faster than the form.
Tell us roughly where your practice is at and what you are trying to work out. The more context, the more useful our first reply.
What happens next
Not a form response and not an assistant. Marty or Pete reads it and answers it.
We work through the book you are writing, which of the two models fits, and what moving would actually involve for you.
If General Advice does not suit what you are doing, or you are better off where you are, we will tell you. That is a better outcome for both of us than the alternative.
HAE Financial Pty Ltd, ABN 60 620 656 055, holds Australian Financial Services Licence number 501891 and is a member of the Australian Financial Complaints Authority, membership number 40296.
One conversation, thirty minutes. We will tell you honestly whether General Advice suits your business, and whether HAE is the right licensee for it. If the answer is no, we will say so.
Speak directly with Marty or Pete. No call centre, no gatekeeper.