A Financial Planning Association Professional Practice
ARE YOU FACING THESE COMMON BARRIERS?
WE CAN HELP YOU.
DOES YOUR CURRENT STRATEGY GO BEYOND THE FINANCIAL?
We believe there is more to life than money
we are passionate about helping your find your best path to freedom and fulfillment
CURRENT v FUTURE
What would you like your future to look like? What current sacrifices are you willing to make in order to get there?
We help you flesh out and balance each of your future and current aspirations in order to maximise your future comfort whilst helping you live the life you want NOW.
FINANCIAL v LIFESTYLE
Do you work so hard that you don’t have time to enjoy the rewards? Do you play so hard that you are constantly in debt?
Our advice revolves around helping you discover what you truely value & designing a strategy to match. Let’s build your life around the things that will give you true FREEDOM.
WANT v NEED
Where are you spending your time and money? Is it serving you and bringing you & your loved ones the best life possible?
We guide you to develop optimised priorities based on sound self-awareness of what is discretionary, what is unnecessary, and what will bring you HAPPINESS.
$1 thousand or $1 million
we treat every dollar the same
Ian Henry Financial Services is a boutique financial planning firm established in 2002 by Ian Henry, Principal and Managing Director.
In its 17 years, the business has grown impressively on the back of high quality personalised service and strong word-of-mouth referrals.
Ian Henry has over 45 years’ in the financial services industry and specialises in investments, insurance, superannuation strategies and retirement planning. He is also an accredited aged care professional and a tax (financial) adviser.
The practice operates under its own Australian Financial Services Licence (No. 327056) offering quality financial advice & portfolio management.