About Us
We are a Victoria firm that provides effective wealth management in a personalized setting. Many of our clients are retired and rely on the investments we manage for their retirement income. A significant number are still working and saving towards retirement. The advice and solutions we provide are critical to enable them to realize their financial dreams. Our firm has been in Victoria since 1981 helping people achieve their financial goals through our conservative, proven approach.

How we Work:
We work collaboratively with our clients to identify their key goals then provide practical and effective financial solutions to allow them to reach those goals. I liken this process to navigating a boat where you must first plan a course based on your final destination taking into account weather, tide, and other factors. Once your course is planned you can start your voyage, but invariably things occur during the trip that require mid-course corrections. Provided you successfully make these adjustments you will arrive at your final destination.

Likewise in finances it is not just the initial plan that is important, but it is the "mid-course corrections" that often prove critical to your financial success. This is where our client focused, collaborative approach is particularly effective. We are committed to working with you through regular face-to-face meetings to ensure we make necessary adjustments in a timely fashion to ensure your financial success. In our experience this is often the missing component in many financial plans.

Rod W. Abbott, M.B.A., CFP, CLU, CH.F.C

My Approach:
I believe in the value of a client focused, consultative approach to financial planning. This means that I take great care to listen first before making any recommendations. When someone chooses to work with us, they trust us with more than their money, they are trusting us with their financial future. This is something I never forget. A strong emphasis is placed on using conservative, proven financial vehicles to provide asset growth and protection and retirement income. It is crucial to your long-term success that we meet regularly to make periodic adjustments to ensure your financial program remains on course. My staff and I are committed to being there for you and your family. Over time the value of having a trusted financial advisor is significant, particularly as one progresses through retirement.

Licenses & Designations

• Certified Financial Planner
• Chartered Life Underwriter
• Chartered Financial Consultant
• Licensed for Mutual Funds
• Licensed for Life, Disability, Long-Term Care and Critical Illness Insurance

Reasons to Call Us:

• To review your existing investments or financial plan
• You have been presented with a Settlement package or Retiring Allowance
• You are approaching retirement and are concerned about your exposure to stock market volatility and its impact on your retirement income
• Your life insurance is renewing and the costs seem excessive
• You are concerned about funding Long-Term Care costs in retirement
• You have experienced a major change in financial or personal circumstances
• You want a second opinion on your existing investments
• Your estate has significant taxes that would be triggered on your death
• You are concerned about leaving enough assets and income to your partner upon your death

Rod W. Abbott

Lilis Hall

M.B.A., CFP, CLU, CH.F.C., Financial Planner

President of Halsey Financial Group

Office Manager