Overview

Gain confidence to focus on your most important objective – Your lifestyle.

Established in October 2008 by Chester Mcdonald (note2), Harvard Wealth (note1) aims to provide knowledge and direction to you, the client.

“After 20 years advising Australians in both creating and protecting their wealth, I had a vision of a business that focused on placing the client first.  It’s an old cliché, but so often forgotten.

We can do better.  We must do better.  People first, second and third.

We need to return to the old-fashioned values of courtesy, respect, sincerity and transparency.”

As the most important component of our business, you are assured that we are working for your benefit, to ensure that your goals and expectations are met.  Striving for a high standard of quality and client-focused financial advice drives us to provide accurate, substantial and valuable information.

With the integration of old-fashioned values and state-of-the-art technology, processes and research, we are able to provide you with an exceptional level of service, which is substantiated by generous client referrals.

Included in our client portfolio are:

  • Pre-retirees
  • Retirees
  • 25s-50s looking to create wealth
  • Small-medium businesses looking to build wealth and protect their assets

How we ensure quality advice

Our approach is simple. We ask, we listen, we research, we recommend, we service.

Our questions are thorough. We need to fully understand your individual circumstances so that we can create a financial plan, tailored just for you.

Creating your personalised financial plan is a 6 step process:

  1. Gather details on your overall financial position
  2. Identify your personal goals. These may include home renovations or a move, updating your vehicle, travel, etc
  3. Discuss your financial objectives. How much is enough?
  4. Prepare a financial plan that suits your needs and objectives
  5. Implement the financial plan
  6. Review and revise your plan to ensure it stays up-to-date, both economically and to your changing circumstances
1 Harvard Wealth Management Pty Ltd trading as Harvard Wealth is a Corporate Authorised Representative of Professional Investment Services Pty Ltd. ABN 11 074 608 558, an Australian Financial Service Licence holder (No 234951)

2 The advisers of Harvard Wealth Management Pty Ltd. ABN. 89 133 303 447 provide financial services advice as Sub Authorised Representatives of Professional Investment Services Pty Ltd. Chester Macdonald can provide financial advice as a Sub Authorised Representative of Professional Investment Services.