William Ha

Breakthrough Wealth Solutions

Platinum

14 Yrs Experience

Bankstown, NSW 2200

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I am the practicing principal and director of Breakthrough Wealth Solutions. Academically, I 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, have 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.

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

5.00 October 2023

It was a pleasure using William's services on my finances. William posses thorough knowledge of the financial products and even went above and beyond to assist me with my queries. I would highly recommend William to others.

5.00 June 2023

Im happy with his services. He has excellent product knowledge.

Thank you.

5.00 June 2023

William is an efficient and knowledgeable financial adviser. William has assisted me in setting up and rolling over my Super into an SMSF account so I could buy a few properties. He has also formulated a strategy for me to build wealth over the years until I retire. William has also set up insurance cover for peace of mind. I would recommend William to my family and friends.

5.00 June 2023

William was extremely attentive and knowledgeable when providing financial advice. He gave a thorough and in-depth assessment of my finances and took into account my risk appetite and where I wanted to be within 10 years. Not only that, he thought of and implemented things that weren't even on my radar (i.e. life insurance and Essential Growth account) and took care of the paperwork whilst following up periodically. I will highly recommend his services and am extremely happy with everything that he provided!

5.00 May 2023

William is a very competent and an experienced Financial Adviser. He genuinely likes to assist people with their financial needs. He is caring, a good communicator, always available and reliable. I would not hesitate to recommend William to family and friends.