Our personal clients are often employees (and their Spouse or partner) of our corporate clients. They are the CEO, the receptionist, the middle manager, the warehouse forklift driver or farm hand, the sales rep and the production supervisor. They may also be self employed or already retired.
Oftentimes, they are our clients’ children, friends and relatives referred to us from personal clients we have done work for previously. In all instances, they look to Harvest to help them achieve their financial goals. They value integrity, knowledge and experience and want this from people who are good communicators.
Our personal clients share a common need …
… to make smart decisions that will help them to achieve their financial goals in life
They know that smart decisions come from experienced advisers they can trust. Advisers who employ well researched, proven strategies that work.
At Harvest, we provide financial planning advice to assist you with:
- Wealth creation and investment strategies
- Superannuation and retirement planning
- Managed funds and share investments
- Gearing and debt management solutions
- getting the most from their Centrelink entitlements
- Wealth protection and insurance
- Wealth transfer and estate planning
- Tax effective money strategies
- Business insurance solutions for the self employed
- Property loans & lending advice
- Investing lump sums to maximise income