Clarity
GET CLEAR ON
WHAT YOU WANT
We’ll help you get crystal clear on where you are now, where you want to be and what the current roadblocks are that we’ll help you smash through.
Direction
GET A STEP-BY-STEP
PLAN TO ACHIEVE IT
We’ll develop a plan for you based on our 8-step pathway for unlocking your financial freedom. No theory, just no-nonsense, down-to-earth advice.
Results
STAY ON TRACK WITH
OUR PROVEN SYSTEM
We’ll get your finances organised, under control and then we’ll guide and support you to keep you on track to achieve your financial goals each year.
Growth-oriented accountants and financial advisors focused on your financial freedom.
To us, financial freedom isn’t a catchphrase or pipedream. It’s a very clear goal we systematically help our clients achieve.
Getting you to where you want to be.
Whether you’re a small to medium business owner, or you work in construction, property, engineering, professional services, trades or related fields, our team makes sure you have the plans and support in place across; Accounting, Tax Strategy, Financial Planning and Growth Advice.
…so that you get on—and stay on—our 8-step pathway to financial freedom.
Getting you off the treadmill
You already work hard. Damn hard. And you’ve reached a point where you realise that hard work alone won’t get you to the next level, to where you want to be. As the saying goes, “What got you here, won’t get you there.”
Sure, working hard is important, but working harder and harder and expecting different results is like endlessly running on a treadmill. You’re working, and sweating, and yet some days it can feel like there’s no end in sight.
We’ll help you put in place a plan—using our 8-step Financial Freedom Wheel—to get you off that treadmill.
‘Getting’ You
Getting you where you want to be starts with us first, truly ‘getting’ you—that is, listening and taking the time to really understand where you are now, where you want to be and what’s in your way.
Often new clients have one or more of these items on their wish list:
- Save more tax: More effective tax planning
- Improve cashflow: Sleep better at night
- Reduce debt: A clear plan to pay down debt
- Reduce risk: Diversify investment portfolio
- Protect assets: Protect your important assets
- Grow: Smart business growth strategies
- Plan for exit: Succession and exit planning
- Maximise superannuation: Take full advantage
- Plan for retirement: Making sure you’re comfortable
- Better lifestyle: Have more free time and choices NOW
- Leave a legacy: Estate planning to look after loved ones
What’s on your list? Start writing them down now…
A Track Record You Can Rely On
For over 40 years now, The Hendrie Group team has helped our clients achieve their personal financial and business growth goals. And we’ll be here for the next 40-plus years too, to guide you.
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Time For Action
You know this as well as we do: Nothing changes until action is taken.
Thankfully, we make your next step easy. It’s as simple as telling us what you’re looking to achieve and the type of support you want. You talk, we listen.
- VISIT US ATLevel 1, 23 Lacey Street Croydon, Vic 3136
- CALL US ON03 9725 2533
Submit your details below and we will email you Your Financial Freedom Wheel™ worksheet
The Hendrie Group
Level 1, 23 Lacey Street Croydon, Vic 3136
03 9725 2533
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