Heather Jensen

Wealth Fusion

Platinum
21 Yrs Experience
Parkside, SA 5063

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

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

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.

Recent reviews

At a glance

  • Adviser status Platinum
  • Rating 4.90
  • Number of reviews 18
  • First year providing advice 2001
  • Years of experience 21
  • Highest qualification
    • Master of Business Administration
  • Language spoken
    • English

Wealth Fusion

31 Unley Rd
Parkside, SA 5063

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Paragem Pty Ltd

AFSL 297276