By understanding and applying our knowledge, you can make an informed decision on your investments. With over 35 years of experience you can be confident that we can provide you with direction and advice. We ask more questions and take the time you get to know you and your situation so we can provide the best advice that will allow you to achieve your goals.
No matter what your goals are we endeavour to provide you with all of the options out there. We give you all the scenarios so you can be sure your investment decisions are solid.
No matter what your goals are we endeavour to provide you with all of the options out there. We give you all the scenarios so you can be sure your investment decisions are solid.
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A little about me. I was born number of 5 of 6 children and raised on a mixed farm operation just an hour north of Adelaide at Marable. When I was 5 years old we moved to Adelaide for schooling where I then discovered my love for rowing.
From here I followed in my brothers footsteps into National Representation, winning numerous titles including the 'Kings Cup Australian eight oared Championship' in 1981 and 1982 of which at that stage South Australia had not won the coveted title since 1937!I finally gave up my oars in 1994 after I won The World Masters Open Pair Title with my brother, along with 6 Victorian (including a State record) and 8 South Australian titles.
From here I followed in my brothers footsteps into National Representation, winning numerous titles including the 'Kings Cup Australian eight oared Championship' in 1981 and 1982 of which at that stage South Australia had not won the coveted title since 1937!I finally gave up my oars in 1994 after I won The World Masters Open Pair Title with my brother, along with 6 Victorian (including a State record) and 8 South Australian titles.
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.
Discovering and understanding what you really want to achieve for your financial future and in life is the very first step in getting started. You either already have a pretty good idea or none at all - either way Harvard Wealth can help you navigate to your financial goals.
With our experience, understanding of current trends, opportunities and issues, and our professional knowledge, we can create a solid financial plan to help you make the best possible choices for today and the future.Identifying any gaps between what you really want and where you are currently heading.
With our experience, understanding of current trends, opportunities and issues, and our professional knowledge, we can create a solid financial plan to help you make the best possible choices for today and the future.Identifying any gaps between what you really want and where you are currently heading.
By participating in Harvard Wealth's Money for Life Program we will step you through the process of attaining financial freedom from the beginning. From day one you will learn why it is so important to have the right mindset towards your income, expenses and financial position. We will provide you with all of the strategies you will need to start creating your own Personal Wealth Plan, that is really easy to stick to.
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