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Legacy builders

Building wealth that lasts for generations
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Securing your family’s financial future

For families focused on long-term prosperity, wealth is more than just financial assets—it’s about providing stability, opportunity, and a lasting legacy. A structured financial plan ensures that your wealth grows over time, is protected from risks, and can be passed on efficiently to future generations. With the right strategies in place, your family can benefit from financial security for years to come.

Why choose Finextra Wealth?

We specialise in helping individuals and professionals design a secure and fulfilling financial future.

Expertise in retirement planning

With years of experience in financial advising, we understand the complexities of retirement and wealth management. Our strategies are tailored to ensure your hard-earned savings work for you in the most efficient way.

Personalised and strategic approach

No two clients have the same goals for the future. We take the time to understand your lifestyle, values and ambitions, then craft a financial plan that reflects what matters most to you, whether that’s travel, homeownership, or peace of mind.

Clear, transparent guidance

Financial planning can feel overwhelming, but we make it simple. We break down complex concepts into clear, actionable steps so you feel confident and in control of your decisions.

Ongoing support for a changing future

Your financial journey doesn’t stop at retirement. We provide continuous support and regular reviews to ensure your financial strategy evolves with your needs, goals and life changes.

How strategic planning strengthens your family’s wealth

A thoughtful approach to wealth management gives your family financial stability today while preparing for a secure future. Strategic planning helps grow assets, reduce unnecessary risks, and ensure wealth is transferred smoothly when the time comes.

Sustainable wealth growth. A structured investment strategy ensures your assets continue to grow while providing financial security for your family.

Intergenerational wealth transfer. Estate planning, trusts, and structured giving ensure a seamless transition of wealth to the next generation.

Asset protection for the future. Strategies are in place to shield wealth from legal, financial, and economic risks.

Expert guidance for every stage of your wealth journey

Growing and maintaining wealth across generations requires careful planning and strategic decision-making. With years of experience helping families build lasting financial security, we provide the expertise needed to protect assets, create growth opportunities, and ensure your wealth is passed on according to your wishes. Our approach ensures that every financial decision is made with the long-term success of your family in mind.

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Our success stories

“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”

DV

Dino & Vanda A

“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.”

SA

Susan A

“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.”

TF

Tim F

Planning For Tomorrow, Today

It's never too early to start planning for retirement

The choices you make today can set the foundation for a secure and fulfilling future. By taking action now & choosing expert financial advice, 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.

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Got a question? Ready to start making smart financial moves? Fill out our form and we’ll get in touch. 

Email:

[email protected]

Phone:

(02) 8705 5454

Phone:

Suite 11.12, Level 11,
66 Clarence St, SYDNEY NSW 2000

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Frequently asked questions

How can I create a financial plan that benefits my family long-term?

A structured wealth plan includes investment strategies, risk management, and estate planning to ensure financial stability across generations.
Trusts, structured gifting, and estate planning strategies help ensure wealth is passed on efficiently while minimising tax implications and protecting assets.
Legal structures, diversified investments, and proactive risk management strategies help shield assets from economic downturns, legal claims, and other financial threats.
Financial education, structured inheritance planning, and clear governance frameworks help future generations manage wealth responsibly.
The sooner you start, the more opportunities you have to grow wealth effectively and structure a smooth transition for future generations.
Book a call to get started