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Founded by Leonie Henry in 1987, the practice has provided financial planning, investment and portfolio management services to a select group of clients interested in an alternative to managed funds.

HFG specialises in providing access to direct investments in Australian Shares and Fixed Interest Securities.

HFG operates on a strictly fee for service basis with hourly fees for all initial advice and future restructures.

All upfront and ongoing investment commissions are fully rebated.

Henry Financial Group is part of Genesys Wealth Advisers Ltd, a network of over 370 wealth advisers around Australia. Genesys provides financial services to around 100,000 Australians and advises on more than $10 billion of investments and over $100 million in annual risk insurance premiums (as at 31 December 2007).

Major Awards won by Henry Financial Group

1999 – Financial Planning Association.  Outstanding Services Award.

2000 - Women in Finance Association.  Presidents award for outstanding achievement.

2000 – Women in Finance Association.  Financial Services Employer of the Year.

2000 – Investors Adviser. Winner. Australian Adviser of the year.

2002 – Telstra & Qld Govt Small Business Awards.  Finalist Micro Business Category.

2003 – Telstra Business Women’s Award.  Finalist.

Henry Financial Group In The Press

Read about HFG in the press

 

Financial Literature

• The balancing game - risk vs return
• Protect what you've built
• Looking after loved ones once you're gone
• Behavioural investing - the herd mentality
• Federal Budget 2009/10