Heather has been working in the financial services industry for 30 years starting as an Accountant working for Chartered Accounting firms and in the corporate world and then moving to Financial Planning 14 years ago.
Heather is committed to inspiring her clients to learn and helping them achieve their goals in both the short and long term. Heather is also a specialist in Self-Managed Super Funds.
“To truly understand a client’s needs, a planner needs to be able to stand in their shoes. The most satisfying part of my work is making all the pieces of the financial jigsaw puzzle fit and see my clients when they realise they can fulfill their dreams” says Heather.
Outside of work, Heather is an active member of her local Surf Life Saving Club and enjoys gardening, reading, canoeing and keeping up with her husband and two daughters.
Heather Jensen On Social Media Heather Jensen Linked In Profile - https://twitter.com/heatherwealth
Advice fees are inclusive of GST and payable by you at the following stages: 1.) Recommendation: For having a personalised financial plan (SoA) prepared, a plan preparation fee (up to $5,500) is payable. The actual fee will depend on the complexity of your situation and the time it takes to prepare personal financial advice for you. 2.) Implementation: I may charge a placement fee and/or implementation fee to implement the recommendations in your financial plan. These are payable when you decide to proceed with the implementation of any one or more recommendations that I provide to you. The actual fee will depend on the complexity of your situation and the amount of funds invested, but will not exceed: a. a range from $250 (min.) to $1,200 (max.); or b. $250 per hour; or c. the maximum of entry fees or contribution fees specified in the Product Disclosure Statement (PDS) for the recommended product; whichever is the greater. 3.) Ongoing Advice Service and Reviews: If you choose to have me conduct a review of your financial plan to ensure that your financial strategies and financial products remain appropriate to you, you may be charged a review fee. If you choose to have me provide an ongoing advice service, you may be charged a fee ranging from $300 to $11,000pa.
I find Heather easy to talk to. A person who takes the time to explain the matter in hand with relevant calculations to demonstrate different scenarios.
Heather has an excellent personality that makes it easy to share my personal story. She made my wife and I feel at ease throughout the whole interaction. She followed up on all the details that we did not have on hand at the time.
Prompt response in any follow up required.
Heather has been great. I have never had an advisor give so much attention to my needs and the those of my family.
It's a pleasure to work with Heather! Her advice has always proved beneficial.
- Adviser status Platinum
- Number of reviews 18
- First year providing advice 2001
- Years of experience 22
- Master of Business Administration
Wealth Fusion31 Unley Rd
Parkside, SA 5063
- 9:00am – 5:00pm Monday – Friday
Paragem Pty Ltd