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Affluent Life is a local and boutique financial planning firm who cares about the community, our clients and the people we work with. We are boutique in the way we are small enough to know each and every one of our clients with a personal touch, and while small, we think big, comprehensively finding the very best ideas about life planning, tax strategy and investing to help solve your problems and help you live and retire with choice.
We are experts in our profession, always advising with a very friendly and personal connection.
Ian Henderson is an authorised representative (ASIC No. 001254032) of Progressive Wealth Services Pty Ltd.
Founder and Director of Affluent Life, Ian Henderson enjoys being around good people, learning about their families, where they are from, and what they value in life. He strives to form a strong relationship with the people he works for.
Values that are critical to Ian are integrity, honesty, building positive relationships and being open and transparent. One of Ian’s key drivers is helping individuals, families and businesses achieve their strategic objectives and you can only do that when you’re having honest relationships which Ian continually works on, as highlighted by the increasing number of clients who want to work with Ian.
Ian has a very strong work ethic and is an honest and motivated individual. Ian aims to put his clients in a better financial position and will go the extra mile to do so. Ian’s goal is to help you make smart choices with your money to help you achieve those things that are important to you, so you can spend more time living your ideal life.
A positive and happy individual, his energy is infectious. He likes to have a laugh in the meeting room and prefers you to be comfortable. He is easy to relate to and he simplifies the complex financial environment.
Ian is a local boy who grew up on the Central Coast and has been a part of the community in many ways. Family is critical and very important to Ian and his wife, bringing four children up in a happy household is paramount. A big Sydney Roosters fan.
Ian understands the importance of having a good team around you, he collaborates with accountants, legal advisers and mortgage brokers, to ensure all aspects of a client’s financial strategy are part of the big picture.
Ian has a Post Graduate Diploma in Financial Planning, a Bachelor of Education, and is a fully qualified tax (financial) adviser. Ian is well versed in wealth creation strategies that set you up for a bright financial future.
Having begun her career in administration, Monique has a great deal of experience providing administrative support and assistance to clients & advisers.
Monique enjoys working with professionals and families who are looking to engage in a collaborative partnership with a firm who can help provide them with clarity and confidence about what their financial futures could look like. You can expect a warm and friendly welcome from Monique accompanied with a highly professional and level of service with a kind nature.
We want our clients to feel relaxed and part of the family and it is important to ensure we’re delivering on making sure they achieve the best possible outcomes.
Away from the office Monique enjoys spending time with her family, animals and nature, camping and fitness training.
We believe that what you do now and how you behave will have a big impact to how your financial dreams will play out in the future.
Don’t play the waiting game. Waiting for the right time, waiting for the kids to grow up, waiting for a pay increase, waiting for something before you seek advice and start planning.
Take control of your future and do something about it.
If not now, when? If not us, who?
At Affluent Life, we help you play the long game and focus on behaving in a way that allows you to make smart decisions for your future. It is not a get rich quick philosophy, it’s about sustainable wealth creation.
Money is important to everyone and being financially secure can have a huge impact on your overall well being and happiness. We all strive for wealth and financial independence yet only 1 in 10 Australians ever achieve this.
All strategies and information provided on this website are general advice only which does not take into consideration any of your personal circumstances. Please arrange an appointment to seek personal financial, legal, credit and/or taxation advice prior to acting on this information.
Affluent Life Pty Ltd ABN 21 632 500 451 is a Corporate Authorised Representative No. 1275539 of Progressive Wealth Services Pty Ltd.
AFSL 424605
ABN 48 156 450 234
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