Investing is a powerful way to grow your wealth—whether it’s through shares, property, or managed funds. We’ll help you choose the right mix to match your goals, timeline, and comfort with risk. With a tailored investment plan, you can build your wealth in a smart, tax-effective way and stay on track for your future.
We’ll help you create a personalised budget so you can save more, reduce debt, and free up cash for what matters—now and in the future. As life changes, we’re here to adjust the plan and keep you on track. Whether you’re just starting out or want to fine-tune your spending, we’ll take the stress out of managing your cash flow.
Wondering when you can retire—and if you’ll have enough? We’ll help you plan for the lifestyle you want, with a clear strategy for your income and assets in retirement. Whether retirement is around the corner or years away, the steps you take now can give you peace of mind, more confidence, and potentially a bigger nest egg.
Your super could do more—if it’s set up right. With the right strategy, you can reduce fees, pay less tax, choose better investments, and grow your retirement savings faster. We’ll help you take control of your super, so it works harder for you. Thinking about a self-managed super fund? We can explore if it’s the right fit.
Protect what matters most—your income and your family. Life is unpredictable. A tailored insurance plan can help shield your family from financial stress if the unexpected happens. Your ability to earn is your biggest asset—how long could you go without it? As life changes, so should your cover. Even if you already have insurance, it might be time for a check-in.
Life’s complicated—we’re here to simplify it. For some, financial life isn’t just busy—it’s layered and complex. If that sounds like you, we’re ready. We thrive on complexity, working closely with your accountant, lawyer, or other trusted professionals to bring clarity and coordination to your financial world. Don’t have the right team yet? We can connect you with people we trust.
For many, paying off the mortgage feels like the number one goal—and with good reason. We work with trusted lending specialists to help you fast-track repayments and explore smart ways to structure your debt. That means more financial freedom, less interest over time, and even opportunities to grow your wealth along the way. Not all debt is good, we help you turn bad debt into good debt that accelerates your rate or wealth creation.
Estate planning isn’t just about paperwork—it’s about peace of mind. We’ll help you create a clear, legally sound plan that protects your assets and makes life easier for the people you care about. From wills and trusts to succession plans, we work with you to avoid delays, reduce tax, and ensure your wishes are carried out smoothly. Whether you're retiring, managing family wealth, or giving to causes close to your heart, we're here to help you plan with purpose.
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0439 048 498
simba@henwoodadvisory.com.au
Level 57, 25 Martin Place
Sydney NSW 2000