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HENWOOD ADVISORY

Private client advisory · Sydney

Private counsel for first-generation wealthy professionals.

Medical specialists, senior executives, and business owners who earn well and still want a clearer structure for tax, wealth, and family.

Request a private consultation

We work with a defined number of great-fit households. Fit matters more than volume.

CFP® Ex-Deloitte Authorised Representative 10 Carrington Street, Sydney

Who we serve

Most of our clients are building wealth without an inherited playbook. High income arrived first. Structure often came later. Below is the journey we walk with each group we serve.

Journey 01

Doctors & medical specialists

OrdinaryYears of training. Public work. Strong income on paper. A life in Australia underway.
CallPrivate rooms or associateship. Billing and tax will not look like PAYG.
ThresholdEntities, instalments, cashflow gaps, undersized cover, no spare afternoon.
GuideHenwood designs structure around how specialists actually earn and live.
ReturnA plan that keeps pace with your career, and room to be present with family.

“I earn well, but I am time-poor, and I am not convinced my wealth is compounding as intentionally as my career.”

Counsel for doctors →

Journey 02

Senior executives & professionals

OrdinarySalary, bonus, super, property. Competent with money in pieces. Full calendar.
CallPromotion, equity, or the quiet sense that activity is not a plan.
ThresholdFragmented statements. Clarity is the missing asset.
GuideWe map the household and build one intentional structure.
ReturnDecisions that compound, and a plan you can explain at dinner.

“I have plenty of financial activity. I do not have one clear plan.”

Counsel for executives →

Journey 03

Business owners

OrdinaryThe business works. Personal finances live in leftover hours.
CallGrowth, succession, or a spouse asking what if the business is the only plan.
ThresholdBusiness wealth and personal wealth have drifted apart.
GuideWe coordinate personal wealth with how the company runs.
ReturnSurplus leaves on purpose. Family is protected if you step away.

“The business is doing well, but my personal wealth cannot remain an afterthought.”

Counsel for business owners →

The pattern beneath all three

Turn high income into intentional, enduring wealth, without giving your life back to complexity.

Clarity first

We map income, entities, super, debt, protection, and goals before we recommend change.

Structure that fits real life

Not generic templates. Design around how you actually earn and live.

Counsel that continues

As roles, rooms, and family circumstances change, we review with you.

How we help

Client-first names for the work we already do. Start with the situation. Full capability underneath.

Grow your investments

Capital organised around your life

Improve your cashflow

Income into intentional surplus

Build long-term wealth

The “will we be okay?” work

Make your super work harder

Structure, fees, SMSF fit

Protect what matters most

Cover sized to real obligations

Untangle complex finances

One view across advisers

Structure your debt

Debt that serves wealth

Protect your legacy

Wills, trusts, succession

See how we help →

What clients value

“His advice helped us restructure our finances, reduce tax, and finally make sense of our cash flow. It felt like we had a trusted partner walking alongside us.”

Sarah & Paul D., Medical Professionals

“He doesn’t just talk numbers, he really listens. That personal touch made all the difference.”

Rachel & Tom, Sydney

“For the first time, I feel in control of my money. His guidance has helped me grow my business, protect my family, and plan a future I’m genuinely excited about.”

Michael P., Business Owner

Institutional depth, personal delivery

Simba Chilimanzi, CFP®, Director, brings senior advisory experience including ex-Deloitte. The name Henwood comes from the street where he grew up, a reminder that wealth is intentional. Ubuntu, I am because we are, shapes how clients are served.

About Henwood →
Henwood AvenueWhere wealth became intentional

When you want a quieter, more deliberate conversation

If your income has outpaced your structure, or you are standing at a professional transition, we welcome a private discussion about fit.

Request a private consultation →

simba@henwoodadvisory.com.au · 0439 048 498