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SERVICES

How We Can Help You!

At Harvard Wealth we aim to be there for you at all stages of lifes Journey. We offer a range of Services from Debt Reduction and Wealth Creation Strategies, to Superannuation advice and retirement planning. We will help you develop the plan, provide you with a range of resources to help, and our Money For Life program will be there to get you where your going.

Money For Life Program

Our step by step guide to Financial well being, and prosperity in Life!

Debt Advice

The Good, the Bad, the Ugly! How to get debt to help you, not hinder you reaching your goals!

We don't like ugly!

Cash Flow Management

If Cash is King, then the Ace in the Deck is Flow, and its the direction that counts!

Superannuation Planning

With forethought, we will help you build the transition to the next chapter of your life.

Insurance and Risk Planning

No one likes to worry about when things go wrong. We take the worry out of when they do.

Salary Sacrificing Advice

Are you taking full advantage of services provided by your employer? Are they right for you?

Investment Advice

There is a million opportunities out there! Helping you figure which ones are right for you, thats core to what we do!

Financial Strategies

We don't "Sell" you a plan. We start by getting to know who YOU are and build YOUR PLAN

Gearing Strategies

Stuck in 2nd? In 5th but going up a hill? We will show you you how fast you can go, or how slow you need to go. Where you are is where you start!

Property Investment Strategies

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Ongoing Portfolio Review

Life and the World changes, we have to change with it. We keep it Relevant. We keep it Productive.

Asset Protection Strategies

You have worked so hard to get it, lets not forget to make sure we keep it!

Significant Wealth Event Management

That good investment, that kind hearted relative, that one powerball! 

Retirement Planning

You deserve a comfortable, stress-free retirement. We'll get the most out of your lifetime of hard work!

Small Business Advice

Small Business is a Big leap.  We won't let you forget the Ropes, and a net. 

Estate Planning Strategies

It's not just about a Will. Managing your legacy, protecting your family, happens in the time you give now!

Accountability Breeds Performance.

  • Not Where you Want to be in Life?

  • Not Sure where to Start?

  • Not Sure if You Need a Financial Advisor?

  • Mayday! Mayday! Have a Specific Issue to Address?

Taking the first step to Wealth is simple. Click below, leave your details and we'll contact you to arrange a no obligation consultation.

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