Our Services
Explore our comprehensive wealth management and financial advisory solutions tailored to your needs.
Goals-Based Financial Advice
Your goals are the foundation of everything we do. Whether it’s buying a home, funding education, or achieving financial independence, we build a personalised plan that keeps you focused, flexible, and moving forward.
Retirement Planning
Whether you're approaching retirement or planning decades ahead, we create a tailored strategy to ensure you can retire with financial security and peace of mind. We consider lifestyle needs, income streams, superannuation, and more.
We help you structure your income, investments, and assets in a tax-efficient way—legally minimising your tax obligations while maximising your financial outcomes. This means more of your money stays working toward your goals.
Tax Optimisation
Investment Advice
Superannuation
Estate Planning
We design investment strategies that align with your goals, risk tolerance, and time horizon. From building wealth to preserving capital, our advice helps you make informed decisions and stay on track through market ups and downs.
Super is a powerful tool for long-term wealth. We help you understand your options, optimise contributions, and choose the right structure—so your retirement savings grow efficiently and in line with your broader financial plan.
We help you protect and pass on your wealth according to your wishes. From wills and trusts to beneficiary strategies, our advice ensures your legacy is secure and your loved ones are looked after.
Frequently Asked Questions
What is financial planning and how can it help me?
Financial planning is a structured approach to managing your money so you can achieve your life goals—whether that’s buying a home, retiring comfortably, or building wealth. Our advice helps you move forward with clarity, confidence, and control.
How can I get started?
Is financial advice worth the cost?
How much does financial advice cost?
What types of financial advice do you offer?
Absolutely. Quality financial advice can help you avoid costly mistakes, grow your wealth more effectively, and make confident decisions. Many clients find the long-term value far outweighs the upfront cost—especially when the advice is tailored to move them forward.
We provide comprehensive advice across wealth creation, investment strategies, retirement planning, superannuation, estate planning, and more. Every recommendation is designed to help you progress toward your financial goals.
Getting started is simple. We offer a complimentary initial consultation to understand your goals and financial situation. From there, we tailor a plan that moves you forward—step by step.
Our fees depend on the scope and complexity of your needs. We offer transparent pricing—with no hidden costs. During your initial consultation process, we’ll clearly outline all fees, so you know exactly what to expect.
Are you licensed and regulated?
Yes. We are fully licensed and regulated by ASIC, ensuring our advice meets strict professional and ethical standards. You can trust that our guidance is both compliant and in your best interest.
fh wealth.
Advice that moves your forward.
Contact
+61 411 535 985
LEGAL
Financial Services Guide
The Trustee For Duncan Family Trust, The Trustee For On The Road Again Trust
and Felix Humphries
ABN 90 945 895 387 | Trading as FH Wealth
Authorised Representative of Havana Financial Services Pty Ltd
ABN 90 619 804 518 | AFSL 500 435
Monday to Friday:
8:30 am - 5:30pm