We’re committed to building lasting relationships with our clients, offering tailored financial strategies that evolve with you & ensuring your wealth is always working in your best interest.
Founder & Senior Wealth Advisor
Provisional Financial Adviser
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.
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 continuous progress meetings, adjusting as needed to keep you on track towards your goals and ensuring long-term success.
“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.”
Got a question? Ready to start making smart financial moves? Fill out our form and we’ll get in touch.
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My goal is to help you create a retirement plan that provides financial stability, long-term growth, and the peace of mind to enjoy life without money worries.
