Heron Private Client

Heron Private Client is an independent consultancy specialising in providing strategic advice on personal wealth creation and risk management to members of medium to large corporate superannuation funds and executives of medium to large companies.

Our advice can be provided as general advice in a group format, or general or specific financial planning advice to individual executives or fund members, and where appropriate through Education Workshops.

We are an initiative of The Heron Partnership and Haintz Financial Services and bring together the skills and experiences of both companies.

Haintz Financial Services is a boutique independently owned financial planning firm providing comprehensive financial planning advice and financial strategies which allow clients to achieve desired lifestyle and financial goals. In 2004, Haintz Financial Services was named the IFA Financial Planning Practice of the Year in Australia.

More information is available at www.heronpc.com.au.