What we do
We assist everyday Australians to get ahead financially. We help our clients clarify and quantify goals that are important to them, then work closely with our clients to achieve their desired outcomes using our unique cashflow monitoring service. With a HM plan, it’s not about being told what to do or not to do with your money – it’s about having informed choices to attain goals and genuine financial success.
How we do it
We get to know you so we can understand what you want from life and simplify the process with easy to follow steps within a tailored Action Plan to help you achieve your stated goals and objectives. To be effective, our plans offer the flexibility to adapt as your life and circumstances evolve and change.
How we succeed
Our tailored plans offer diversity, risk protection, cash access (for goals and the unknowns life throws at us) and affordability whilst reducing taxable income – we find the right balance that suits you. We will ensure you have peace of mind, are in control of your finances, and live the life you want in the short, medium and longer term. We succeed when you succeed.
Entrusting Henderson Matusch with my financial world is one of the best decisions I’ve ever made. I couldn’t be happier.
– Cheryl P, Toowoomba
Why Henderson Matusch
We make it easy for you to get started with a plan to secure your financial future. We also help to monitor your progress monthly, which helps motivate you and keep you on track for success.
Established in 2004 by financial services industry veterans, we’re big enough to be able to source a range of top financial products across Australia at competitive and in many cases, discounted prices. We’re also small enough to be able to carefully craft the most effective strategies, just for you.
We measure our performance by your success and satisfaction, and we never lose sight of what’s really important – our clients.