About Us

Utilising the Hendersons Financial Services License allows Hendersons to provide advice on a wide range of investments including direct shares based on specialist research. This characteristic differentiates the company from most other financial planning firms, as we can offer our clients both 'direct' listed securities, and a wide range of managed investments.

Hendersons is owned by the business principals, NOT a bank or an insurance company. This structure ensures all parties are committed to the business success.

Hendersons is a long-standing Adelaide business that has been built on quality advice and professional service with a personal touch. We have many clients who have been with the firm for extended periods and who remain a valued part of our ongoing business.

Each of the business principals have made long term commitments to the business and its ongoing success. You will get professional, honest and fair service from the same team on an ongoing basis.

Privacy

At Hendersons, we are committed to the highest standards in relation to the collection, use, accuracy and storage of your private information. The Privacy Act 1988 contains 13 principles known as the ‘Australian Privacy Principles’. Your rights, our obligations and how we deal with them are detailed in our Privacy Policy. You are entitled to a copy of our Privacy Policy, free of charge, on request.


Latest Financial Planning News

  • SMSFs attract younger members

    Given that self-managed super funds (SMSFs) hold more than half of the retirement dollars in super, it is easy to assume that self-managed super is dominated by older members. Not so.

  • Heed restrictions on downsizer contributions

    Downsizer contributions can be a valuable strategy for members who are retired or have reached their contributions caps to tip further funds into super, but advisers need to be aware of the restrictions around which property sales are eligible, according to a technical services expert.

  • Access to more resources and tools than most websites.

    We provide 24/7 access to all these extra tools and resources to help you build on what we offer concerning your tax and other financial affairs. *

  • Valuations key to avoiding NALI restrictions

    SMSF trustees may find properties within their fund caught under changes to non-arm’s length income rules if the property is involved in a related-party transaction and is not professionally valued, according to a leading SMSF law firm.