Financial Planning is a continual process that ensures your financial strategies adapt over the years to your changing needs. Ideally a financial plan would cover your entire financial situation however there are times when it may be more appropriate to limit it to a particular issue that is of critical importance at the time.

Superannuation is a tax-effective and valuable savings system that allows you to save for the lifestyle you want in retirement. Whether you want to travel the world in style, or retire quietly, our advice on superannuation will ensure you can achieve your goals.

Establishing an SMSF is a big decision. We can help you to decide if an SMSF is right for you.

At Henderson Ross & Co we are passionate about the need to protect what is most important to our clients, their income, their family & their business interests. We specialise in advising on, implementing and managing insurable risks.

Professional risk profiling to work out the most appropriate asset allocation for your portfolio. Explaining investment risks and balancing the amount of risk that is appropriate in order to meet your goals. Tailoring a diversified portfolio that is matched against the timeframe of your objectives.

Finding and moving into an Aged Care facility can be a confusing and stressful time. In most cases children are heavily involved in the decision and the process of moving a parent or parents into an Aged Care facility. Often there will be little time to prepare and you will be trying to find the best accommodation possible whilst also weighing up a number of difficult financial decisions.

Henderson Ross & Co can assist in your estate planning by ensuring any financial strategy we put in place for you takes into consideration your plans for your estate on death. Having an ongoing relationship with your financial planner also means we are there to assist your spouse or children at a difficult time.