Heron Private Client is a boutique 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.

The 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.

The Heron Partnership is an independent consultancy, working with medium to large companies, providing strategic, actuarial and technical advice regarding employer-sponsored superannuation and related financial benefits.

Haintz Financial Services provides comprehensive wealth management services to corporate executives, professionals, business owners and other individuals of substantial income or assets.

Heron Private Client is a firm of experienced professionals who have one objective in mind and that is to achieve the right outcome for our clients, whether they be employers or individuals. That's our bias!