Our services
For over 20 years Henry Financial Group (HFG) has specialised in “making the complex simple”.
We provide clear, easy to understand solutions to clients with complex financial issues.
HFG provides services in 3 distinct areas:
Financial Planning
Financial Planning
- 2 qualified planners work together on every case to ensure the best outcome
- Wealth accumulation & gearing
- Self-managed superannuation
- Life, income protection & trauma insurance
- Pension & allowance maximisation
- Retirement planning
- Estate planning
- Our planners are paid by salary and receive no commissions, brokerage or inducements by any product provider
Investment Advice
- Specialising in direct share investing
- Access to
- Unlike most fund managers, our fees for investment advice reduce as your portfolio grows
Portfolio Management
- Individual portfolios managed by your own designated portfolio manager
- 24 hours internet access to your portfolio
- Quarterly, half-yearly & annual portfolio reviews available