Seminars
Held quarterly, our seminars are a great way to learn more about how you can maximise your wealth by making your money work harder for you.
The purpose of Harvard Wealth (note1) seminars is to provide knowledge about topical issues and realistic strategies that will help you to take control of your finances and achieve financial security.
Conducted at various locations within Central Queensland, our seminars offer advice on how to:
- Define your lifestyle and financial goals
- Strategically plan to achieve these goals
- Identify the best investment structures to use
- Invest wisely to take advantage of the economic and market conditions
Our Public Seminars will inform you of investment strategies that will help you to achieve your financial goals sooner. These seminars will show you how to:
- Accumulate wealth – with short and long term strategies
- Plan and prepare for retirement
- Minimise your tax liabilities
- Plan for a possible redundancy
Click here to find out when the next one will be held near you!
Our Client Only seminars are held quarterly. Please see here for dates and details.
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)