Heidi Schwegler

Ahs Financial

Gold
15 Yrs Experience
Parkville, VIC 3052
Heidi is a multi-award winning adviser having won the following awards: * Finalist - Affinia Adviser of the Year 2020 * Finalist - Female Excellence in Advice (2018) * Winner - National Adviser of the Year 2016 (Securitor) * Winner - Most Trusted Practice 2015 * Winner - Most Recommended Practice 2015 * Winner - Adviser of the Year Vic/Tas 2016 (Securitor) Heidi specialises in retirement planning, advice for people downsizing and aged care advice. Her role is to help you make smart, long-term financial decisions. She is compassionate and provides understanding towards achieving your goals. Heidi listens and always acts in your best interest. Heidi began working in the financial planning industry in 1995 and is a Certified Financial Planner (CFP) and has passed her FASEA exam. Heidi was one of the first people in Australia to obtain a degree in Financial Planning and has built a successful business based on happy clients. Heidi is an accredited specialist adviser in Aged Care and Retirement Village advice which is an area of advice growing rapidly.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Aged Care
  • Growing Assets
  • Wills & Estates
  • Budgeting

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.95
  • Number of reviews 14
  • First year providing advice 2007
  • Years of experience 15
  • Highest qualification
    • Bachelor of Business (Financial Planning)
  • Language spoken
    • English

Ahs Financial

293 Royal Parade
Parkville, VIC 3052

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Affinia Financial Advisers Ltd

AFSL 237857

4.95
14 Reviews
5
4
3
2
1
4.85
Clear communication
4.95
Knowledge & expertise
4.95
Customer care
5.00
Likely to recommend
Showing reviews 1—10 of 14

Sort by

4.50

"Heidi presented her point of view and knowledge in a manner that was understandable. She presented her advice in a forthright and professional way. I was impressed that she offered other options eg low income health card, not normally offered by previous financial planners. I feel totally comfortable with the advice received, even after putting up my point of view which she acknowledged as part of the process."

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Heidi has given me advice and thorough explanation in areas including shares and investments for future growth of my assets. Heidi used simple pye graphs and explained things clearly to me. I felt very comfortable in Heidi’s presence and confident in her knowledge and experience. Heidi was always avalailable when appointments suited me and sympathetic to a bad period in my life. I always received Heidi’s full care and attention."

  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Heidi was extremely helpful especially in anticipating questions and rigorous with detail. She is quick to inform me of any protocols and errors in information I was providing her."

  • Superannuation
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Heidi was recommended by our accountant for super and self funded retirement advice. Heidi is informative, punctual, easy to understand and has given us sound advice. We would recommend her to anyone Martin and Johneen"

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Tax Strategies
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Heidie came very highly recommended to me. From the first time I contacted her she displayed an efficient and great understanding of my nil knowledge of investment strategies and not much knowledge of computer technology. Heidi is very patient and has helped me understand and make decisions with my investment. However insignificant my question; I am very happy to say that Heidi has made me very comfortable with her reply and explanation of my constant queries. Most of all I find Heidi very respectful, courteous and does not hesitate to help me. She always has time for me even after working hours if ever I have a question to be clarified. I'm very happy with my Adviser"

  • Socially Responsible
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Although I consider myself financially literate, Heidi has provided advice on superannuation and insurance, including options that I was not aware of, that has truly exceeded expectations. Above all, Heidi is professional, clear, and precise in her recommendations while displaying empathy. I have no hesitation in highly recommending Heidi."

  • Superannuation
  • Insurance Protection
  • Socially Responsible
  • Borrowing
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I found Heidi to be very supportive,caring,efficient,and approachable at all times. I look upon her as a friend."

  • Aged Care
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Heidi has been very good at explaining things, showing me different options & giving me flexibility. Always replies promptly to any requests with outstanding professionalism."

  • Superannuation
  • Insurance Protection
  • Borrowing
  • Tax Strategies
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Heidi shows a lot of enthusiasm in her work i feel she is very qualified in the advice that she passes on to me and all her clientele she is very pleasant, helpful and l don't know where i would be today with out all her help and advice."

  • Government Assistance
  • Retirement & Pension
  • Aged Care
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I find Heidi very easy to to talk to and she explained things to me very clearly so as l can understand her. If it is not clear to me she will go over it again until it is clearer"

  • Government Assistance
  • Retirement & Pension
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 14

My clients have reviewed me based on the following areas of advice

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Socially Responsible
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Budgeting

Qualifications & Training

Self Managed Superannuation Funds (SMSF)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2019

Bachelor of Business (Financial Planning)

Level
7 - Bachelor Degree
Institution
Royal Melbourne Institute of Technology (RMIT)
Completed
2000

Margin Leading and Geared Investments

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2010

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner
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