Ian Henry
Financial Services

A Financial Planning Association Professional Practice

START YOUR NEW FUTURE NOW!

ARE YOU FACING THESE COMMON BARRIERS?

I feel my portfolio is not big enough to warrant spending money on a Financial Planner
I'm not satisfied with the performance of my current plan
I would like to build an investment portfolio but don't know where to start
I feel like my current plan is lacking imagination and innovation
I am investing so heavily for the future that I feel I have completely sacrificed my lifestyle
I feel like i have been sold a "cookie cutter" plan that is not meeting my specific needs
I want to send my kids to private school but I don't know how to make it financially possible
I am hesitant to trust a planner with my financial future
I worry that my superannuation is not going to be enough to retire comfortably
I am so confused when it comes to navigating life insurance, that I have buried my head in the sand for years
I have received an inheritance and I don't know how to make the most of it
My spouse and I are separating and I am concerned about making ends meet after our division of assets
I want to make sure my loved ones are taken care of
I want to be able to have more fun with my money
I want to be in a position to be able to give back and make a difference
My spouse and I would like to start a family but feel intimidated by the expense
I am currently living beyond my means and feel I can't climb out of debt
I have no idea about the financial services industry and am scared I will be taken advantage of
I want to find a Financial Planner who puts my best interests first
I have a bucket list that I want to be able to afford to complete in my lifetime
My life seems all work and no play
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WE CAN HELP YOU.

LET'S DISCUSS YOUR SITUATION
Achieve Your Financial Goals
Financial Freedom
EVERY JOURNEY STARTS WITH ONE FIRST STEP.
GETTING SOME ADVICE COULD BE THE BEGINNING OF YOUR NEW ADVENTURE.

Our Services

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WHAT DOES FINANCIAL FREEDOM MEAN TO YOU?

DOES YOUR CURRENT STRATEGY GO BEYOND THE FINANCIAL?

We believe there is more to life than money
AND
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. 

let us shed light on a future you didn't believe possible
START YOUR NEW FUTURE NOW!

$1 thousand or $1 million

we treat every dollar the same

Our process

Gather Financial Data
1. Gather Your Data
Set Financial & Life Goals
2. Set Your Goals
3. Identify Your Roadblocks
3. Identify Your Roadblocks
Design Financial Strategy
4. Design Your Strategy
Implement Financial Plan
5. Implement Your Plan
Analyse Portfolio Progress
6. Analyse Progress
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Our Practice

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.

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