Public seminars are held approximately every 6 weeks. Please fill in this form for your complimentary ticket:

Public Seminars

We invite you to attend our Public Seminar where we will introduce you to financial planning concepts and show you how you can benefit from a well-organised financial plan.

Our next Pathway to Wealth seminars will be held on the following dates:

Gladstone	Rockhampton
Date: TBA	Date: TBA
Times: TBA	Times: TBA

Light refreshments will be served at each seminar. Please contact our office to reserve your seat.

Note: Seminars are generally held every 6-8 weeks. If you are unable to attend the listed seminar, please contact us for future dates.

Why we're different

How do you benefit from the Harvard Wealth difference?

Knowledge – by understanding and applying our knowledge, you can make an informed decision on your investments.

Experience – you can be confident in our experience to provide you with direction and advice.

Old fashioned values – Loyalty, trust, transparency – and the values that inspire confidence.

You are first in everything we do – our business is about supporting you and assisting you in securing your future.

A genuine care for people, for you – this is our culture.

Openness and transparency – proactively providing information, even if you don’t realise you need it.

Existing clients’, and other professional’s confidence and pride is demonstrated in the referrals they provide.

Continued learning enables you to keep abreast of trends. Our quarterly seminars provide the perfect opportunity to refresh your knowledge and learn new information.

Flexibility of service levels allows us to match your needs and objectives through choice of statement periods in email or hard copy – what suits you?

Seminars

Learning and updating your knowledge creates choices on investments or situations that may arise.

Held every 6 weeks, these seminars cover topics like:

Fundaments of financial planning

Retirement

Redundancy

Other issues dealing with investment and wealth creation.

Please see our Events Calendar for upcoming dates and locations.

Send An Enquiry

We’re here to help. Phone us on 07 4922 4548 or email us your question now. If you would like an information kit sent to you please say so in the comments & leave your address.