SuperInvestor.com.au

» Member Information:

Name: Mr Allan B Wise

Login: Super_Specialist_

Registered on June 6, 2007

Membership Level: Professional

Position Title: Adviser/Business Devlopment Manager

Member Profile: Allan has completed Dip. Financial Advising, DFP8 and is currently studying Master of Financial Planning. He has been working for 6 years with leading financial planning firm Henderson Maxwell, specialising in investment and retirement planning and sinplfiying the complax areas of superannuation, investment and tax.

Favourite Quote: Excellence can be achieved if you . . . risk more than others think is safe, love more than others think is wise, dream more than others think is practical, and expect more than others think is possible

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» Business Details:

Business Name: Henderson Maxwell Pty Ltd

Web Site: www.hendersonmaxwell.com.au

Brief Business Profile: Henderson Maxwell is a financial services organisation that prides itself on the very best in financial strategy and client service for higher net worth individuals and those nearing retirement or already retired.

With offices in Sydney and Melbourne, we specialise in investment and retirement planning. We simplify the complex areas of investment, superannuation, tax, insurance, home loans and estate planning to ensure that you are looked after well into the future in a cost effective manner.

Our objective is to protect and grow your funds whilst maximising your income requirements through a tax-effective process. Our written, specific, time-bound recommendations are formed by carefully assessing your personal needs and objectives. Henderson Maxwell offers advice in Retirement planning and superannuation, Investment portfolio management, Self-managed super funds, Wealth Creation, Mortgages and Personal Insurance.

We are independently owned. We charge a flat fee for the preparation of our financials plans. We only invest in wholesale funds and direct shares, with no entry or exit fees.

This provides you with the best in strategic advice, lower fees and better returns for the long term

Business Associates (user names): - -

Business Telephone:

Regions Serviced: Australia-wide

Australian HQ City: Melbourne

Regional or Int'l HQ: Melbourne

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