William Ha

Breakthrough Wealth Solutions

Platinum
12 Yrs Experience
Bankstown, NSW 2200
I am the sole proprietor of RI Bankstown and Miranda and hold a Bachelor of Business Degree, a Diploma of Financial Planning and I have met my FASEA accreditation requirements. I have over 25 years experience in the financial services industry after having worked in various large financial institutions in Australia and those based overseas. I am an active member of the Financial Planning Association of Australia (FPA) and have been awarded the exam standard certification as set by the Financial Adviser Standards and Ethics Authority (FASEA). I am passionate about getting to know my clients and continuing this relationship to ensure your financial needs and goals align with changing requirements as you transition through life and your own personal financial journey. I have the expertise, the experience and the resources to help you grow, protect and enjoy your wealth. I pride myself on having a strong history of long-term adviser/client relationships and ensure my clients feel empowered to call on me at any time for updated financial advice.

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Recent reviews

At a glance

  • Adviser status Platinum
  • Rating 4.85
  • Number of reviews 29
  • First year providing advice 2010
  • Years of experience 12
  • Highest qualification
    • Bachelor of Business
  • Language spoken
    • English

Breakthrough Wealth Solutions

Suite 4 Level 1, 15 Bankstown City Plaza
Bankstown, NSW 2200

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Ri Advice Group Pty Ltd

AFSL 238429

4.85
29 Reviews
5
4
3
2
1
4.85
Clear communication
4.75
Knowledge & expertise
5.00
Customer care
4.85
Likely to recommend
Showing reviews 1—10 of 29

Sort by

5.00

"William has not only provided excellent service but has always been there to answer all questions. He has provided guidance and has allowed myself to have confidence when it comes to managing finances."

  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"William has always demonstrated our best interests at hand through clear advise and strategy. William assisted us in setting up our SMSF and provided solid support to ensure we had the right insurance in a complex web of options in the marketplace. Always available when seeking clarity and always delivered communication professionally. Would strongly recommend him as an adviser."

  • Superannuation
  • Insurance Protection
  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"William has provided me with invaluable advice which has allowed me to retire with a good investment portfolio and income stream, his advice always makes sense, totally trustworthy advice I highly recommend"

  • Superannuation
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"William has given me advice on Life Insurance, he was always able to explain things to me in a clear way. Through William's Knowledge, skills and experience, I feel very confident that the advice given was right for my needs. I always received William's full care and attention when I needed it."

  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Williams expertise and advice was very professional, prompt and thorough. He kept us update throughout the entire process and ensured we had the correct and best suited products for our specific situation. I highly recommend William to anyone looking for a top notch financial adviser. Thank you William"

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"William has always given clear and concise advice to us.He is very approachable and contactable with any financial issuse. I woulld recommend hom to anyone seeking financial planning.We look forward to recieving his advice in the future."

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"William has given my wife and I advice about Super for close to a decade now. He is very transparent and has outstanding knowledge of the field. Now that we are close to retirement he has made the transition very smooth, detailing everything we need to do and is always checking that we understand all answers to our queries. William has gone above and beyond as our financial adviser and we would recommend him to all."

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.25

"William always explain something new with my First choice wholesale pension Super very clear way to me, from his knowledge and experience and given me the advice ,I feel very confident that what I needs and he is the one look after and care for the client ."

  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Over the years that William has been our advisor the advice he has given us has always help us achieve our retirement goals. William has a very good knowledge of his products and services and can relate these to us in a professional manner. He takes the time to ensure we fully understand how his advice and recommendations will help us. William has a very pleasant manner and show a lot interest in what we have done since our last meeting. We are very pleased to have William as our financial advisor."

  • Superannuation
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I strongly recommend William for his immense knowledge on financial planning with the current economical condition. Which will be an individual benefit of having proper planning and protection of future."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Redundancy
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 29

My clients have reviewed me based on the following areas of advice

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Redundancy
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Expat Finance
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Diploma of Financial Services

Level
5 - Diploma
Institution
Kaplan Professional
Completed
2010

Bachelor of Business

Level
7 - Bachelor Degree
Institution
University of Technology Sydney (UTS)
Completed
1999

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
AFP
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