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Harvard Wealth Reviews

5 stars
67%
4 stars
33%
3 stars
0%
2 stars
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1 stars
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Services

  • Future wealth
  • Pre-retirement
  • Small business advice
  • Redundancy
  • Retirement
  • Insurance
  • Seminars

Licences

  • Affiliate of Insurance Institute AAII
  • Diploma of Financial Planning DFP
  • ABN 89 133 303 447

Specialities

  • Quarterly seminars with up to date information on regular basis
  • Helping you define your lifestyle & financial goals
  • Strategically planning to achieve your goals & invest wisely
  • Flexibility of service to suit your requirements & objectives
  • Tailored financial plans for your circumstances

About Harvard Wealth

Harvard Wealth is the Rockhampton financial planning company providing extensive experience in assisting clients build their wealth. We offer flexible

Harvard Wealth is the Rockhampton financial planning company providing extensive experience in assisting clients build their wealth. We offer flexible services to suit your objectives and requirements.

Our areas of knowledge include future wealth building, small business advice, preretirement planning, insurance planning and advice following redundancy. At Harvard Wealth, we help you define your lifestyle and financial goals.

At Harvard Wealth, we can apply our knowledge to assist you. We ask, we listen to you, then research and recommend appropriate financial plans for you and your circumstances. We provide financial assistance and advice for clients throughout Rockhampton, Emerald and Central Queensland.

If you are looking for advice to ensure wise investments or protection of your assets, speak to Harvard Wealth. Or, come along to our quarterly seminars to stay up-to-date with current financial assistance and guidance.