Financial Planner Profile
Name: Sean Henselis
Qualifications: Certified Financial Planner (CFP)
Financial Planning Association
Certified Financial Planner, Financial Planning and Services, CFP
Sean is a financial adviser with substantial experience in working with clients to create secure financial futures. Sean specialises in developing strategic financial plans for clients who are:
• About to retire
• In retirement
• Selling their business
• Wishing to reduce their tax liability
• Accumulating wealth
• Facing redundancy
• Investing a lump sum
Sean uses a three-step risk aversion process to minimise his clients’ exposure to investment risk – and therefore help his clients attain genuine financial security and investment success. This process includes:
1. The use of proven ‘tipping points’ to determine when to start investing more into certain assets… and when to start taking profits.
2. The use of a ‘gap analysis’ procedure to determine the most prudent asset allocation a client can adopt and still achieve their lifestyle goals.
3. A rigorous regular review process for each client’s investments.
Sean’s clients value him as a well-credentialed, trusted adviser who has a lifetime commitment to his clients’ financial well-being.
Our First meeting:
Few things have the potential to shape our lives like money, and few are more personal. Your earning, spending, saving, and investing plans are as unique as you are.
We believe in the importance of investing the time to understand you and your unique financial goals.
It may be a new house, a secure retirement, or the flexibility to work less – or something entirely different.
With your vision clearly defined, we’ll build a personal financial plan to get you there. A unique strategy and plan that genuinely reflects you.
Why choose us:
We look after the health, wealth and wellbeing of almost 1 million Australians. We know that great financial advice transforms lives – it provides people with clarity, control, choice and dignity. We understand each client as an individual, what money means to them, their goals and desired future. We believe it is important to coach and educate our clients to empower their decision making.
Financial security is a fundamental plank in your Wellbeing platform and by providing Australians with solid financial advice, we help people thrive.