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Visionary wealth creators

Make good money decisions early

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Building wealth with purpose and strategy

For high-net-worth individuals, building and managing wealth is about more than just growing assets. It’s about making strategic decisions that align with long-term goals, protect wealth from risks, and create opportunities for financial growth. A well-structured plan ensures your wealth works efficiently, allowing you to take advantage of new opportunities while maintaining financial security.

Why Choose Finextra Wealth?

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

Experienced financial experts

Years of expertise in wealth management and retirement planning mean your financial strategy is built on proven, informed advice. We understand the complexities of managing and protecting wealth and work with you to ensure your money is structured effectively for lasting financial security.

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 strategy helps you grow and protect wealth

A proactive approach to wealth creation gives you the flexibility to build on what you’ve achieved while safeguarding your assets for the future. With expert planning, you can optimise investments, minimise tax liabilities, and structure your wealth to create lasting financial stability.

Strategic investment planning. A diversified portfolio is structured to balance growth, risk, and liquidity in line with your goals.

Tax-efficient wealth structuring. Proactive strategies help minimise tax obligations and maximise wealth retention.

Asset protection and risk management. Legal and financial structures ensure your wealth is safeguarded against potential risks and liabilities.

Expert guidance for informed financial decisions

Managing significant wealth requires careful planning, ongoing strategy adjustments, and expert advice. With extensive experience working with high-net-worth individuals, we provide financial strategies that go beyond standard investment advice. We help structure your wealth effectively, making sure you can participate in the gains while reducing your downside risk.

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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 structure my wealth for long-term growth?

A diversified investment strategy, tax-efficient structures, and risk management planning ensure that your wealth continues to grow while remaining secure.
Strategic tax planning, including trust structures, capital gains tax management, and superannuation contributions, can help reduce tax liabilities and enhance wealth retention.
A structured investment approach considers your risk tolerance, liquidity needs, and future financial objectives to create a portfolio that balances stability and growth.
Establishing the right legal structures, such as trusts and holding companies, helps shield assets from potential creditors, legal disputes, and financial risks.
Wealth management is an ongoing process. Regular reviews ensure your financial strategy evolves with market conditions, regulatory changes, and personal goals.
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