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Our Services

Henderson Maxwell provides advice using a “Family Office” approach. That means we assist our clients in all aspects of wealth management including superannuation, retirement planning, SMSFs, portfolio management, cash flow, asset management, taxation, estate planning, mortgages and insurance.

We find that many of our clients have had a number of different service advisers who have recommended products from a disparate range of options that do not take into account a clients total situation and lifestyle goals.

Strategy first, product second then fee-for-service

By assessing your needs, goals and objectives, which change over time, we can provide the best strategic advice first and then choose the appropriate products to suit your situation. As a fee-for-service organisation, we do not make money from selling you products. We simply charge a very reasonable and highly competitive fee.

Click on the icons below for information on our service offerings or for more information, speak to an adviser on
1300 665 439 or book an appointment now.

 

Advice

Our seven-step planning process
 

Retirement Planning

What you need for your retirement
   
 

Superannuation

What you need to know about Superannuation
 

SMSF

Self Managed Superannuation Funds
   
 

Wealth Creation, Home Loans and Insurance

   
 

Portfolio Management

More on Portfolio Management
   
© 2010 Copyright Henderson Maxwell AFSL No. 321972
© 2010 Copyright Henderson Maxwell AFSL No. 321972