Future Wealth

What are your goals?

Do you want to:

set up an investment strategy?
build long term wealth?
pay off the family home earlier?
make sure your family is protected?
plan for a happy and healthy retirement?
save for another goal?

At Harvard Wealth (note¹), we make sure we understand your goals first, and make recommendations last.

We tailor our strategies to suit you - to make sure they are the right fit.

After all – it should be about you, shouldn’t it?

Like to discuss your options? Contact us now.

¹ Harvard Wealth Management Pty Ltd ABN 89 133 303 447, 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)

Phone Now

(07) 4922 4548

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.