Henry Financial Group

Henry Financial Group traces its history to 1987, when the practice was founded by Leonie Henry. We advise professionals, families, business owners and retirees on financial decisions that may become more complicated over time. A client may be reviewing long-held investments, preparing to sell a business or dealing with inheritance or aged-care issues. We aim to provide clear, considered guidance when those circumstances change.

Superannuation, SMSFs and retirement planning are important parts of our work. We can discuss the obligations of a self-managed fund, the transition from salary to retirement income and the relationship between withdrawals, spending and available cash. Estate-related financial decisions and aged-care costs may require additional coordination with qualified professionals, especially when several family members are involved.

We value transparent discussions about investment arrangements, fees and the responsibilities of those providing advice. Our advisers and support team work together to assist with implementation and ongoing review. From our current West End contact office, we support clients through significant decisions with an emphasis on understanding, continuity and a financial strategy that remains relevant as life changes.