We evaluate your financial portfolio to identify vulnerabilities and develop strategies to mitigate potential threats.
Having adequate insurance coverage in place, including life, trauma and disability insurance, provides a safety net against unforeseen events that could impact your wealth.
Establishing a clear estate plan ensures your assets are distributed according to your wishes, minimising potential disputes and tax liabilities.
Strategically structuring your assets, such as through trusts, companies, or partnerships, can offer legal protection, enhance tax efficiency, and support long-term wealth preservation across generations.
Protect what you’ve built
“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.”
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 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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