Heritage Private Wealth Pty Ltd (HPW) has no financial links with any institutions. Our only source of revenue is fees paid by our clients... we receive no brokerage, commissions, or other types of payments.


Using our extensive knowledge and experience in tax, superannuation, investment portfolios and investment markets, we tailor our strategic and investment advice to your individual situation. Once our advice is implemented we provide an individualised private client service to ensure your financial arrangements and investments continue to meet your needs.

About HPW

Heritage Private Wealth (HPW) is a privately owned, self licensed financial planning firm managed by Mark Jennings to provide quality advice and professional client service. read more

Our Services

If you are interested in talking to us about the services we provide, be assured that your initial meeting with us will be absolutely free, completely confidential and without obligation to proceed any further. read more

Our Team

Our team has extensive experience in the financial advice industry. Mark Jennings has been providing quality financial advice and service to his clients for over 15 years. read more
Online Enquiry
* Required fields

x close
Heritage Private Wealth Pty Ltd | ACN 600 874 673 | AFSL No. 468749