Who is HPW?

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


The key strengths of the firm include:

  • No institutional ownership and no financial inducements from fund managers, portfolio administrators and the like. 
  • Advisers have strong backgrounds in tax, superannuation, financial strategy formulation and investment portfolio construction.
  • Extensive experience in providing professional client service.
  • Access to quality research on managed funds, ETF’s and direct shares to ensure recommendations are soundly based.
  • Relationships with specialist service providers for advice on complex matters such as Wills, Powers of Attorney, aged care planning, self-managed super funds and complex tax structures. 

Clients of HPW typically fall into the following categories:

  • Younger people with higher incomes looking to maximise their financial position on an ongoing basis.
  • Employees close to the end of their careers who are facing redundancy and wish to ensure the event does not affect their retirement plans.
  • Those close to retirement who need to ensure that their retirement funding and other financial needs are managed effectively to help them establish a secure and comfortable retirement.
  • Retirees who need to ensure that their finances are structured and managed tax effectively and invested in a way that produces an appropriate mix of risk and return.

Be fearful when others are greedy. Be greedy when others are fearful.

- Warren Buffett



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