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Plan a happy, abundant retirement with Finextra Wealth
Introductory call and Life Survey
Discovery meeting
Strategy session
Advice presentation
Implementation
Progress meetings (ongoing)
Finextra Wealth is a boutique financial advisory firm that is committed to professionalism, integrity, and exceptional service.
Led by experienced financial adviser Heath Hebenton, Finextra Wealth has an established reputation for providing personalised high quality, objective, and proactive financial advice.
As a financial adviser with over 30 years of experience, Heath is perfectly positioned to provide innovative solutions to grow and protect your wealth.
Retirement Income Planning
Let’s make sure you have the income you need to be comfortable when you’re no longer working.
Estate Planning
Your financial adviser will walk you through a plan to ensure your assets end up in the right hands when you’re gone.
Superannuation
Explore the options to optimise your super and grow your retirement nest egg.
With the end of the financial year fast approaching, now is the perfect time to maximise your superannuation contributions to help you save tax and get more into your super.
If you are like most people, you’re probably asking, “Will I have enough saved in my super account to have a comfortable retirement?” or “How much super should I have at my age?”
Getting ready for retirement presents challenges for investors. On the one hand, retirement savings are reaching their maximum amount, making them susceptible to fluctuations and prolonged declines.
Leading financial adviser Heath Hebenton has been helping retirees for over 30 years.
I engaged Heath a few years ago to help me with my personal protection needs. He gave me great advice and as a result, I have a policy which suits my specific requirements. I also have no hesitation in referring my own clients to Heath. He is able to explain often complex strategies in language they can understand.
Heath has been our adviser for the last 7 years. We are very comfortable knowing he is only a phone call away, he visits us at home and has designed a retirement plan for us which is delivering better than expected results. Heath is never in a rush and takes whatever time is necessary to make sure we understand each step.
Before meeting Heath, our previous ‘advisers’ had moved us from one product to another, for reasons which we could not really understand. From the time Heath started looking after our investments a few years ago, we know exactly what we are doing and why. We trust Heath with our financial affairs, while we spend more time with our grandchildren.
After so many years of working hard for your money, it’s time to make it work hard for you.
With the help of a financial adviser who has a long-term vision for your money, you can leverage your assets for a more secure and comfortable retirement.
Talk to Heath at Finextra Wealth about the many strategies you can use to grow and protect your wealth.
You can expect tailored personal service and an ongoing relationship with a financial adviser who always has your best interests in mind.
Take the 10 minute Life Survey to get started.
