Why Choose Henderson Maxwell?
Henderson Maxwell provides peace of mind through industry-leading financial advice for people just like you. We simplify the complex areas of tax, superannuation and investment whilst managing our client’s funds in a conservative and actively managed environment.
We have four cornerstones for providing advice;
- Grow your assets
- Provide an income for life
- Ensure your investments are secure
- Reduce or eliminate your tax bill
Award-winning portfolio management
At Henderson Maxwell, we use an award-winning Managed Account to manage your money just like what you would do if you had the time and inclination. We employ dedicated, full-time portfolio and research managers who constantly watch your portfolio and can make changes in an instant as information comes to market.
We do not employ a “set and forget” strategy
We know you need and deserve better portfolio management at a reasonable price. Unlike other planning firms, we do not use expensive wrap accounts and managed funds that can’t be actively managed. Furthermore, our clients own the assets in which we invest reducing security issues and flight risk.
Our written investment charter and investment options document illustrate our logical and conservative approach to helping you reach your financial goals. We keep the investments simple- term deposits, shares, property, fixed interest and occasional managed fund where appropriate.
We prefer directly owned assets and like shares in larger companies with good liquidity and solid earnings history, good dividend policy and forecast earnings growth. We do not invest in speculative companies, start-ups, leveraged products such as CFDs or anything else that may pose a risk to our clients achieving their lifestyle goals.
Industry experts
Our CEO, and staff, regularly present at Accounting and Financial Planning industry events on how to run better, client-focused businesses. We also regularly feature on television, radio and press as experts in our industry.
We won’t leave you in the cold.
“A rising tide lifts all boats but it’s not until the tide goes out that we see who’s been swimming naked”
Warren Buffet