2016 is a BIG deal for Harvard Wealth

Harvard Wealth is approaching its 8th anniversary on the 20th of August and this will also mark our founder, Chester Macdonald’s 20th year of living in Rockhampton as well as Chester’s 36th year in the financial services industry!

So 2016 is a big one for us here at Harvard Wealth and we want you to celebrate with us!

These milestones also demonstrate that Harvard Wealth has weathered the storm of the global financial crisis. We are moving from strength to strength and we are even looking to put on another Administration Team Member shortly, which we are very excited about!

In addition to our new Admin Team Member we are also bringing on board an experienced Business Consultant to head up our Brokerage arm and assist our Clients with all of their financing needs.

So there is some good solid growth coming out of the business and we are capitalising on this growth to ensure that we continue our momentum throughout the rest of 2016 and onto 2017.

If you would like to know more about Harvard Wealth or join in on our Milestone Celebrations, we are holding a public seminar on the Monday the 29th of August in Rockhampton. The fabulous Phil Peters from ANZ Fund Management will be our guest speaker, which is very fitting for the occasion because Chester and Phil first met when Chester moved to Rockhampton. So we are sure there will be a fun tale or two told! During the seminar guests will also be treated to an update on how the post-budget and post-election results may impact them and what strategies they can adopt to take advantage of the current market.

We look forward to celebrating with you on the 29th of August! RSVP (07) 4922 4548.