Delivering confidence, security, and growth through bespoke financial strategies
Start Your Journey Here
We’re here to assist you with financial planning and advisory services at every age and stage of your life.
Helping individuals aged 50+ secure their retirement and create a fulfilling future with personalised wealth and investment strategies.
“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.”
Foley & Co Taxation
At Finextra Wealth, the focus is on one-on-one relationships and offering tailored advice based on individual needs, goals, and circumstances.
We emphasise building long-term, supportive partnerships with our clients, helping them not only plan but also achieve lasting financial security and wealth.
Finextra Wealth advocates for a comprehensive, multi-strategy approach to retirement planning and wealth management, addressing all aspects of financial security.
Every action and recommendation is geared towards helping clients achieve a comfortable, secure, and financially abundant retirement, with regular progress meetings to track success.
We begin with an introductory call and Life Survey to understand your goals, lifestyle, and current financial situation.
Next, we dive deeper in a Discovery Meeting to explore your needs and refine your vision for the future.
We craft a personalised, multi-faceted strategy to help you build and protect your wealth, guiding you towards your retirement goals.
We present your strategy and advice in a straightforward, transparent way, ensuring you fully understand the plan.
With your approval, we implement the strategy and set everything in motion to make your financial future a reality.
We offer regular progress meetings, adjusting as needed to keep you on track towards your goals and ensuring long-term success.
We’re here to assist you with financial planning and advisory services at every age and stage of your life.
Unlock financial independence with a customised plan to provide the income you need for a comfortable and secure future.
Optimise your superannuation to grow your retirement savings and create a solid financial foundation.
Maintain control of your finances during retirement with expert advice and tailored strategies from Finextra Wealth.
Unlock financial independence with a customised plan to provide the income you need for a comfortable and secure future.
Optimise your superannuation to grow your retirement savings and create a solid financial foundation.
Maintain control of your finances during retirement with expert advice and tailored strategies from Finextra Wealth.
Planning For Tomorrow, Today
The choices you make today can set the foundation for a secure and fulfilling future. By taking action now & choosing expert financial planning, you’ll have more time to grow your wealth and shape your future lifestyle. Contact us to discover how our expert guidance can help you create a plan that works for you.
The founder of Finextra Wealth, Heath Hebenton brings over 30 years of expertise to his role as a leading financial adviser. Based in Sydney, Heath is passionate about helping clients secure and grow their wealth through a multi-strategy approach. With a strong focus on personal service, Heath provides tailored advice and clear recommendations, ensuring you’re confident and informed every step of the way. Committed to long-term partnerships, Heath works closely with clients to plan, take action, and achieve their financial goals, creating a path toward a happy and comfortable future.
“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.