“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”
“Since working with Heath and Finextra Wealth, I feel far more confident about my future. I may never be among the super-rich, but I know I won’t be left behind. Heath gives clear, strategic advice on my super and tax, checks in regularly, and listens when plans need adjusting. He’s pragmatic, approachable and easy to deal with.”
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Starting early gives you more time to grow your wealth, maximise investments, and take advantage of compounding returns. It also allows you to adjust your strategy as your circumstances change, ensuring you’re on track for a secure future.
A comprehensive retirement plan includes income strategies, investment management, superannuation optimisation, and legacy planning. It’s designed to align with your unique goals and provide financial security in retirement.
