Search My Wealth Solutions

Free Consultation

Henry Chen

Financial Adviser B. Commerce (Finance & Financial Planning)

Henry’s experience includes working in the big 4 banks, and he is now a Financial Adviser in our Sydney team, helping people in their 50s and 60s create a dream retirement.

Henry Chen
Experience

Henry holds a Bachelor of Commerce, majoring in Finance and Financial Planning, as well as further education with FASEA. After gaining a lot of experience, particularly in client relations, as he worked with large corporations and big 4 banks, Henry joined our Sydney team in the role of Associate Adviser in 2022.

Now a Financial Adviser, Henry focusses on helping people in their 50s and 60s create a dream retirement.

Henry is a keen fisherman, and loves spending time in the outdoors.

Expertise
High-income PlanningInsurance & Risk AdviceInvesting & Portfolio ConstructionLoan Structuring & Debt RecyclingProperty InvestingRetirees & Aged CareRetirement PlanningTax Planning & StructuringWealth Creation
Get to know Henry Chen

What do you wish people knew about financial planning?

There is no perfect financial plan for everyone. It all about making a start to your financial plan and work towards your goals.
Get to know Henry Chen

What is your favourite thing about being part of the My Wealth Solutions team?

The creativity of our advisers to come up with strategies for our clients to help them achieve their financial freedom is very unique to this firm. We have clients in different stages of their life seeking different things, and our adviser always try to come up with best ways to assist our clients which is very refreshing to me.
Get to know Henry Chen

If you could give one piece of advice to the Henry from 10 years ago, what would it be?

Not everything works according to plan, things change, you just need to be resilient and work towards your goal.
Get to know Henry Chen

What’s your weirdest office habit?

I must get a coffee right after lunch.

Let’s have a chat, obligation free!

3 colleagues smiling at the office

Get expert insights direct to your inbox, spam free.