corporate profile

Background
The Henderson Matusch (HM) partnership began when a number of financial planning professionals, each providing similar niche strategic financial planning services with previous licensees, made the decision to combine their businesses. The general aims were to maximise the effectiveness of their expertise and resources, and to provide improved services to clients. After considering a number of alternatives, the decision was made to attain our own Australian Financial Services Licence, which commenced on 1st July 2004, after much hard work and consultation.

Our approach
HM is a proactive financial planning group specialising in strategic wealth creation and retirement advice.The three key features that set us apart from other financial planning groups are:

• We focus on strategy over and above financial product,
• Each strategy incorporates both clients’ unique financial and lifestyle goals, and
• We are committed to providing a high level of ongoing service to clients.

At HM we focus first on developing solid, yet flexible, strategies for clients, before considering which financial products to recommend. Our aim is to integrate our clients' financial and lifestyle circumstances and goals into each strategy we develop.

By integrating each of the above features into a single strategy, we not only achieve a degree of synergy, but make the strategy durable. We believe our clients’ financial and lifestyle goals are inextricably linked.

Our Services
HM is licensed to provide a broad range of services and financial products like most other financial planners, however our premium services are our integrated cashflow and investment strategies.

Our objective is to not only achieve our clients’ long term financial goals, but to assist them to maximise their lifestyle, to the extent that increased financial resources allow greater freedom and choice along the way.

Clients who utlilise this service tend to be wealth creators, typically between the ages of 30 and 55, with at least seven years until retirement. They often reside in their own home and have a number of financial goals and objectives – but no plan or strategy on how to achieve them. They are often employees, with families and mortgages, trying to keep on top of every day expenses, without a great deal of success.

We have proven that our integrated cashflow and investment strategies improve people's individual circumstances, and achieve results far in excess of what they might otherwise been able to achieve on their own. These results include:

• Paying out mortgages sooner and saving thousands of dollars in interest repayments without impacting on your lifestyle or reducing your disposable income,
• Legal and logical tax savings,
• Financial education to improve knowledge and understanding in this area of life,
• Increasing cashflow for investment purposes, and
• Establishing a strategic plan to ensure financial objectives are identified and achieved.

In all cases, our aim is for our clients to recognise us as an ‘adviser for life’. Our success in achieving this goal is evidenced by the number of new clients we receive by referral.