Heath Banfield

Helping you make smart financial decisions — with clarity, confidence and purpose.

I’m Heath, a financial adviser with over 12 years’ experience working with everyday Australians to get their finances on track and their goals within reach.

For me, financial advice isn’t about chasing the next hot tip or selling a product. It’s about understanding what matters to you, cutting through the complexity, and building a plan that gives you confidence — not just for retirement, but for every stage of life.

Whether you’re growing your wealth, planning for retirement, navigating a big life change or simply want a second opinion, I offer straight-talking, personalised advice backed by experience and care. No jargon. No assumptions. Just thoughtful guidance tailored to your needs.

I work best with people who value clarity and want a trusted partner for the long haul — someone who listens, explains things clearly, and helps take the guesswork out of money.