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Our Business

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Who are we?

Established in July 2013 by CEO Nicholas Heard, Heard Financial has carved its place in the market as one of South Australia's leading financial advice providers.

Nicholas brings with him a wealth of experience in the financial planning industry having started his career in 1997 and later spending 12 years at Macquarie private wealth as a senior advisor. He specialises in retirement planning, superannuation strategies, wealth creation and personal insurance and measures his success on the achievement of his client’s goals.

 

Heard Financial are an independently owned financial service provider that offers a professional, strategic and individualised service to support and develop your current and future financial needs.

With over 10 highly experienced staff, entrenched in three crucially important values (trust, integrity and loyalty), we’re committed
to providing a premium tailored service and take the time to understand the unique financial position and objectives of each of our clients.

 

As a Heard Financial client, you’ll receive the best research available, obtained from a large number of esteemed sources – we’re not bound by a particular institution or their aligned research sources – ensuring you get the best possible advice, always.

What do we do?

With a suite of financial services, including wealth management, retirement planning, estate planning and personal risk insurance, our well-established firm is committed to providing professional advice and innovative ideas; helping high net-worth individuals, successful business owners, those with aspirations for financial success and comfort in retirement achieve financial success.

We value our clients and understand that achieving financial wellbeing looks different for everyone and every business. And because it’s your unique journey, our modern practices are all about you and what you need for control of your financial future and live a lifestyle you love.

 

We get to know you, review your financial position, identify any issues and opportunities, and then outline our recommendations – all while educating and arming you with tailored tools to improve your financial position and reach your personal and professional goals.

 

Couple this with our ongoing support, and you know exactly where you stand, every step of the way.

 

Heard Financial – plan, grow, protect.

Let’s Work Together

Get in touch so we can start working together.

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