Get started today!

Next-generation trailblazers

​​Designed for those who dare

Book a call to get started

Strategic financial planning for long-term success

Ambitious professionals and business owners know that making strategic financial decisions today leads to greater financial security in the future. Whether you’re focused on growing investments, optimising superannuation, or setting up a structured wealth plan, the right strategy ensures you’re building lasting financial strength. With a forward-thinking approach, you can create a financial foundation that supports both your current lifestyle and long-term goals.

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 the right financial advice for young adults can set you up for success

A well-designed financial strategy helps you take control of your wealth, making it easier to grow, protect, and structure your assets in a way that supports your ambitions. With expert planning, you can make informed financial decisions that create stability and opportunities for the future.

Wealth creation and investment growth. A structured approach to investments ensures you're building wealth effectively.

Superannuation and retirement planning. Strategic contributions and investment choices help optimise superannuation for long-term security.

Asset protection and financial structuring. Effective tax planning and financial structuring ensure your wealth is protected and working efficiently.

Expert guidance to build, manage, and protect wealth

Financial planning isn’t just about retirement. It’s about making informed decisions that help you build wealth, protect assets, and create long-term financial stability. With experience in investment strategy, tax efficiency, and structured financial planning, we provide expert advice designed to evolve with you. Our approach ensures you have the clarity and direction to make financial decisions that align with your ambitions, giving you the flexibility to take advantage of new opportunities as they arise.
Book a call to get started

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.

Take our life survey

Your next step 
starts here.

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

Instagram Facebook Linkedin

"*" indicates required fields

Frequently asked questions

Why should I start financial planning now?

The earlier you put a structured plan in place, the more opportunities you have to build wealth, optimise investments, and ensure financial stability in the years ahead.
A structured approach to investments, budgeting, and tax planning ensures you can grow assets at a sustainable pace without compromising your lifestyle.
A diversified portfolio, aligned to your tolerance for risk, makes sure you can participate in the upside, while reducing your downside exposure.
Effective tax planning, including superannuation contributions and structured investments, helps minimise tax obligations while ensuring your wealth is working efficiently.
No. A strong financial strategy gives you options, whether you plan to retire early or continue working while enjoying financial stability. The key is having the flexibility to make choices that align with your goals.

Client Portal

Book a call to get started