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Henry Financial Group Pty Ltd (HFG)

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Henry Financial Group Pty Ltd (HFG)

Overview:

Working with you

Our approach is to really get to know you through a series of meetings where we learn about your interests, passions and concerns about your current situation and what you are looking forward to in the future. We want to ensure that you make the most of your finances throughout your lifetime, so you can really enjoy your life. By having flexibility and options provides a ‘sense of control’ so we work with you in building your wealth. We do acknowledge that this takes time, patience and specialist advice so whatever your circumstances we help you set and achieve your goals in wealth and life.

We get involved and depending on your circumstances, help set realistic goals — we treat every client as an individual. However, we believe that following a well-defined process ensures that you can achieve all the benefits of our advice.

Our approach includes:-

   Identifying where you want to be
   Considering the opportunities and risks
   Determining the gap

   Making your plan work for you
   Helping you stay on track
   Reviewing your goals

History:

The History of Henry Financial Group (HFG)

As one of Queensland’s longest established and most awarded financial planning firms, we are proud of our history.

Founded by Leonie Henry in 1987, the firm has provided financial planning, investment and portfolio management services to clients who want transparency in the way their investments are managed. By using direct investments where possible and minimising the use of expensive and complex financial products, HFG aims to provide our clients with calm, professional, friendly and predictable advice that has stood the test of time.

For many people the decision to come and see HFG will be prompted by a major life event e.g. redundancy, retirement, inheritance, sale of a business, impending parenthood, promotion etc. For most people however, the decision to come and see HFG is prompted by the simple desire to get organised!

We also partner with Charter Financial Planning Limited, a network of approximately 200 wealth advisers in 100 practices across Australia. Charter is also a member of the AMP Group.

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