Ian Henry Financial Services is a boutique financial planning firm founded in 2002 by Ian Henry, a seasoned professional with over 45 years of experience in the financial services industry. specialising in investments, insurance, superannuation strategies, and retirement planning, the firm has established a reputation for providing high-quality personalized service and generating strong word-of-mouth referrals. Operating under its own Australian Financial Services Licence, Ian Henry Financial Services offers expert financial advice and portfolio management to help clients achieve their current and future financial goals.
The core philosophy of Ian Henry Financial Services revolves around helping clients strike a balance between their current lifestyle and future aspirations. By guiding individuals to identify their true values and priorities, the firm designs tailored strategies to align financial decisions with personal goals. Whether clients are seeking to maximize their future comfort, enjoy the rewards of their hard work, or achieve true freedom in their lives, Ian Henry Financial Services aims to empower individuals to make informed choices that lead to long-term financial security and happiness.
With a focus on optimizing priorities based on self-awareness and financial well-being, Ian Henry Financial Services assists clients in making sound decisions about where they allocate their time and money. By fostering a deep understanding of discretionary spending, unnecessary expenses, and sources of happiness, the firm helps individuals and their loved ones lead fulfilling lives. Through a commitment to delivering quality financial advice and portfolio management, Ian Henry Financial Services continues to support clients in building a secure financial future while enjoying the present moments that matter most.