Andrew Heaven on the impact of financial planning on health professionals

A Certified Financial Planner, commenced his career in Financial Planning in 1991.In June 2000 established the Financial Planning practice WealthPartners Financial Solutions with John Grenshaw in Milsons Point. The practice has been able to successfully “marry” the notion of boutique advice with the backing of a large dealer group.

Andrew is a regular contributor in the media.  Media credits include articles and commentary in the Financial Review, The Australian, The Sydney Morning Herald, The Daily Telegraph and various magazines. He has a weekly column in the Australian “Q&A with the Coach” He regularly pops up on commercial and pay TV discussing personal finance for the mainstream consumer. Andrew has judged the Telstra National Small Business Awards and the FPA Value of Advice awards.

Our specialist team provide services to:

  • Individuals and families
  • Small to medium businesses
  • Corporate clients
  • Self Managed Super Trustees
  • Australian residents/non-residents moving to or from Australia

Specialties: Financial Planning, Self Managed Superannuation, Advice to Non resident or former Australian Tax Residents, QROPS Transfers, Retirement Planning, Aged Care Planning, Risk Planning, Tax Planning, Estate Planning, Succession Planning and SME Planning Needs.

For further information on WealthPartners Financial Solutions please visit:

www.wealthpartners.net.au

www.blog.wealthpartners.net.au

Interviewed by Moyez Jiwa