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.
I have seen Heidi as a financial advisor for about 10 years. During that time my she has assisted me through many changes in my financial circumstances including job loss, need for quick financial support and investment of small and large will settlements. She has always listened to me, kept me informed of any large charges in the market, explained strategies in a simplified manner so that I could understand and given advice on the best way for me to transition to retirement.
Not to mention the amount of money my managed fund has made and the reduced amount of capital gain tax that she is currently working on.
Above all it is Heidi's genuine enthusiasm to provide the best possible outcomes with the ability to engender the utmost trust. This enables me to feel safe.
I intend to remain with Heidi into the future.
Heidi came highly recommended by a friend, confirmed by our trusted accountant who researched her and her company before we made the decision to move forward with our dealings with her. She has been very professional and also compassionate and caring of our particular life situation. We would highly recommend her to anyone dealing with financial changes and moving forward in life toward retirement. Her advice has been fantastic.
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.
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.
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.
- Adviser status Platinum
- Number of reviews 16
- First year providing advice 2007
- Years of experience 16
- Bachelor of Business (Financial Planning)
Ahs Financial293 Royal Parade
Parkville, VIC 3052
- 9:00am – 5:00pm Monday – Friday
Affinia Financial Advisers Ltd