Financial Planning

Services We Offer

  • Wealth management advice, help develop your plan to invest for a comfortable retirement and regularly review this plan
  • Investment advice
  • Share portfolios & Investments
  • Negative gearing & Investment Properties
  • Self Managed Superannuation Funds
  • Life, Trauma & Income protection insurances
  • Asset Protection
  • Estate planning

Benefits of Financial Planning

Superannuation, share markets, managed investments, property and insurance are all complex asset classes and products that need a professional to help guide you in relation to the amount you invest, the exposure to each asset class and risk.

We offer a free one hour financial planning consultation to discuss how we can assist you in this area.

Client Testimonials

“McHenry Partners have been our Accountants for many years and we have always found them to be professional and very supportive. When I retired from the business they were able to assist with the sale of my shares to the remaining partner and my transition from the business. Their Financial Planning services were able to set up my Self Managed Super Fund and help me manage my investments which I am very happy with. I have even appointed Steve McHenry as my back up Power of Attorney given the trust and confidence I have.”

Craig Harrison

Make a Change…
Get in touch

Not getting what you need from your current accountant? McHenry Partners are here to change things for the better.

Our initial free consultation will identify whether you're comfortable with our personality, style, service & value that is to be provided so you can make an informed decision to engage us.

We will provide an ethical letter to your Accounting firm advising we are managing your financial compliance obligations from here and request any information that we may need.

We will agree with you on the services you require from us over the next 12 months and agree on a fee amount and payment terms that are suitable to both parties

Book your free 30
minute consultation

Phone on 1300 789 844
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