There’s a better way

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Keep it simple

YOU’RE IN
CHARGE

OF YOUR FUTURE - OF YOUR GOALS - OF YOUR MONEY

At Harbour Wealth we help you remove the knots and kinks in your financial plan; simplifying the intimidating, complex and confusing world of financial planning. This is achieved through simple communication, ongoing education and providing you with the best tools and high quality advice to plan and manage your own financial future and take the wheel.

We guide and support you, helping you match your financial behaviour to healthy habits. We call this your WealthCare and it’s important to us.

This is why we created Harbour Wealth, because we believe that everyone - no matter who they may be or where they are located - deserve to have access to quality advice.

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Not all of our clients are super rich… yet!

It should be this easy.

Simple financial planning

A
SURE
FOOTING

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Keep it honest

DON’T BE
INTIMIDATED

NO HIDDEN AGENDAS - NO SURPRISES

It’s only when we have honest conversations and come out from underneath the covers that we can begin to create a life that reflects who we really are. This means we need to take it at our own pace and not feel intimidated by overwhelming expectations.

At Harbour Wealth we have no expectations - only advice and independent access to the best financial solutions. We’re willing to face the tough decisions with you - nothing is hidden, nothing is done alone.

Our only bias is towards you - that’s how we fill your sails.

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Feel comfortable with your choices.

Don’t take the plunge alone.

Simple financial planning

STAY THE
COURSE

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Keep moving forward

FILL
YOUR SAILS

LET YOUR MONEY EXPERIENCE MORE

Did you know that most of our money doesn’t make its way back into our pockets? From incorrect financial planning to high fees, it’s easy to lose more money than you earn on your investments. We’ve saved some clients up to 20% of their investments that were disappearing in fees.

At Harbour Wealth, we will guide you through the swells and white squalls of investment opportunities, retirement products and long-term insurance options; making sure you understand your options and that we find the best solutions to suit your needs.

Uncluttering your portfolio from a myriad of expensive products that may have accumulated over time.

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Are you headed in the right direction?

A safe harbour to unclutter your boat.

Simple financial planning

CHOOSE
YOUR
CREW

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Keep it real

WE’RE IN
THIS TOGETHER

THE JOY IS IN THE JOURNEY - NOT THE DESTINATION

Memories are made when we keep it real - when we connect and kick back. The selfies, sunsets and Sunday expeditions help us remember who is important to us and brings joy to our journey.

Choose your crew carefully. Everyone needs to add value, otherwise they’re just along for the ride and will let you do all the work.

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Meet our team

If there are no pictures... it didn't happen!

Find your happy place and share it with your people.

Know your tomorrow

THE
BEST
DECISION

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Keep in touch

WE’D LOVE
TO MEET

LET’S CONNECT AND GET TO KNOW EACH OTHER FIRST

At Harbour Wealth we embrace all those who feel the need to take control of their own financial plans. Our Market Focus is not only the informed few but also the general public who have not yet been introduced to the financial world and are intimidated by the complexity of WealthCare.

Our doors and minds are therefore open to support and help all those who wish to invest wisely and plan effectively for their future. Please feel free to contact us for a consultation.

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