Finextra Wealth is a privately owned practice operated by leading financial adviser Heath Hebenton.
Based in Sydney, Heath provides strategic advice and recommendations to help you reach your goals and objectives as you plan and prepare for a happy and comfortable retirement.
You can expect personal service and in-depth explanations so you are completely clear on the strategies that are recommended for you.
I launched my career in the insurance industry over 30 years ago and soon realised it takes a lot more than income protection to be financially secure.
It was a natural evolution to become a financial adviser who is focused on a multi-strategy approach to help clients secure and grow their wealth as they approach retirement.
When you work with me, you’ll benefit from a one-on-one relationship and personalised support. I’m highly motivated to work with you for the long term so we can make a plan, take action and achieve the best possible outcomes.
Contact us today so we can talk about how to create a steady income for your retirement.
“I’m focused on providing you with long term support so you can secure your wealth, implement a plan, grow your assets and enjoy a happy, financially abundant retirement. I am a Corporate Authorised Representative (CAR No 1237495) of Alliance Wealth Pty Ltd ABN 93 161 647 007, who holds an AFSL No. 449221.” – Heath Hebenton
Plan a happy, abundant retirement with Finextra Wealth
Introductory call and Life Survey
Discovery meeting
Strategy session
Advice presentation
Implementation
Progress meetings (ongoing)
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.
Prepare for a comfortable retirement
To get started, let’s meet to discuss your goals and your current financial status so we can create a fully personalised strategy for your retirement.
Finextra Wealth will create a comprehensive, multi-faceted plan to help you grow your wealth.
Let Finextra Wealth become your partner in financial growth and security as you work towards a happy retirement.