AHS Financial has won several awards including Most Trusted Practice Vic/Tas, Most Trusted Adviser Vic/Tas and Most Recommended Practice Vic/Tas. AHS Financial was also the National Finalist in the Most Trusted Adviser and Most Trusted Practice award categories in 2015.
Andrew originally established our business in 2004 as TFG Financial. He went out on his own due to his passion for helping people take control of their own financial situation through education and taking responsibility. His aim was to provide clients with strategic solutions that help build, manage and protect their wealth and lifestyle.
Heidi and Andrew merged their businesses in 2010 and became AHS Financial in 2014 which continues to grow from strength to strength.
Education forms the basis of the AHS approach because we find many clients are influenced by short term factors, acting on which has been shown to be harmful to their long term goals. We focus on our clients and their long term aspirations, to help them to implement appropriate strategies and they are able to sleep at night.
We believe it’s never too early (or too late) to start planning your financial life. There is no better time than right now to come and find out how you can take control of your financial future.
Andrew is passionate about people taking ownership of their financial affairs through education and motivation. He has owned and operated AHS Financial (formerly TFG Financial) since 2004 and prior to that provided super and retirement planning advice to both advisers and their clients in a national stockbroking firm.
Andrew is a Certified Financial Planner and has worked in the advice industry since 1996 specialising in self-managed super funds.
Specialising in retirement planning, Heidi is a multi-award winning adviser and won Securitor’s National Adviser of the Year Award in 2016. Heidi has worked in the financial services industry since 1996 in various roles such as a paraplanner, fund administrator and a business development consultant to financial planning firms.
In 2007 she made the decision to leave the corporate world and move into private practice having been determined to be a financial planner since she was 16 years old. Her goal has been to help people make smart financial decisions and to encourage them to achieve positive results with their money.
Heidi was in the first group of people in Australia to complete a degree in Financial Planning and is now a Certified Financial Planner, which is the highest designation for financial planners in the world.
Debbie provides assistance to our clients and financial planners to increase the efficiency of our office and provide administration support. She joined AHS Financial (formerly TFG Financial) in 2007 and is available to assist you with your queries.
Brodie joined the team in 2016 as a Paraplanner and helps our advisers prepare your financial plans. Brodie is in her final year of a Business/Arts degree and enjoys working in the Financial Planning profession.