At Ian Henry Financial Services Pty Ltd we provide you with the information and advice needed to help you control your financial future.

A 6 step process is used:

  1. Gathering the Data

At our first meeting, we will provide you with a Financial Services Guide explaining what we can do for you. You will need to provide us with a list of your personal objectives, details of your current financial situation and any relevant information, so that we can offer you the most appropriate advice possible.

  1. Identifying Your Goals

An integral part of the planning process for your financial plan is the identification of your goals and objectives.

You should consider:

  • the income and asset levels you are seeking
  • placing your investments in accordance with your risk profile
  • future education expenses
  • upgrading the family home
  • protecting your occupational income through adequate death, disability and income protection and trauma cover.
  • estate planning – put in place a will and appointing a power of attorney
  • maintaining an agreed level of investment accessibility and flexibility
  • maintaining your lifestyle
  1. Identifying Financial Issues

We will assess your situation by using specialised modelling software and project your expected financial position based on different strategies.

  1. Preparing Your Financial Plan

We will present you a plan with clearly identified recommendations relating to your goals and objectives. Any appropriate documents such as Product Disclosure Statements will also be included.

  1. Implementing Your Plan

If you agree to proceed with our recommendations, we will implement them on your behalf and assist you through the process.

  1. Reviewing Your Plan

Ongoing services are a vital part of our relationship and can include:

  • reviewing progress in achieving your financial goals and revising strategies as required
  • investment portfolio valuations and reviews
  • information on new investment and insurance opportunities
  • ongoing communications and consultations
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