Tim Henry

"Tim and his team have been incredible to deal with. I was able to grow my finances, set up accounts for my son, set up my super..AND I was able to purchase a new car. Without Tim’s help I wouldn’t have been able to afford this.

Would highly recommend."

"Tim is incredibly down-to-earth and explains everything in a way that’s easy to understand. We always feel comfortable asking questions, and we genuinely trust the advice given. Highly recommended Tim and his team to anyone looking to plan for their future retirement."

"Tim is a warm and approachable man. He helped us organise our wills, powers of attorney and life insurance. He took time to listen to our situation and provided all the information we needed in a clear language that was easy to understand. He was open to all questions we had and answered them extensively. He was honest and open about the price for the service which was fair in my view. We didn't feel pressured to make any decisions and were supported all the way through. I am very grateful to Tim for helping us sort out important aspects of our financial life. I would very highly recommend Tim. As a matter of fact, I already have."

"Tim provided excellent, tailored information to suit my circumstances. Very knowledgeable professional, efficient, and responsive at all times. Tim took the time to understand my personal situation, and was always happy to answer my numerous questions and explain things in detail. Highly recommended, wish I had sought advice many years ago!"

"Tim has provided great assistance, specific to our financial situation, including guidance and planning towards a successful future for our family. Tim has been able to explain technical information in a way that is easily relatable and always follows up to check in on our agreed strategies and their progress. We have found Tim and the team to be very reliable, knowledgeable and responsive and would recommend him to anyone seeking financial planning assistance."

"Tim has been an outstanding financial adviser. He is not only highly skilled, but also a lovely and calm person who takes the time to explain everything clearly. Since working with him, we’ve truly seen the value of having a good financial adviser - our finances have continued to improve more and more. We’re very grateful for his guidance and support."

"We have been with Tim for a year and the results have been very positive, he is a pleasure to deal with as he is very helpful and knowledgeable, explaining everything in layman terms, he has made us feel confident with our transition into retirement. We would highly recommend Tim Henry to family and friends."

"Our experience with Tim was incredibly rewarding, and the financial advice we received was invaluable. From our very first meeting, both my husband and I found him to be approachable, personable, and easy to talk to about our finances and trusted his expertise to guide us in the right direction. At each meeting Tim created an environment of open communication, where no question was ever disregarded, and we never felt pressured into decisions. His advice was always logical, practical, and in our best interest. Although we were initially skeptical about using a financial advisor, we now see it as one of the best investments we've made. Tim helped us clarify all our uncertainties about the transition into retirement and showed us how to make our money work more effectively for us."

"Tim has been incredibly helpful explaining financial matters to me in layman terms. From being there when I first began in business 13 years ago, he has guided me through the required insurances, wills, retirement plans plus others. Never further than a phone call away."