About Harvard Wealth
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.
Products
Debt advice
Services
Future wealth
Pre-retirement
Small business advice
Redundancy
Retirement
Insurance
Seminars
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
Reviews
4.7 rating
3 reviews
Filter by rating
2
1
0
0
0
Media
Amenities
Licences
Affiliate of Insurance Institute AAII
Diploma of Financial Planning DFP
Frequently Asked Questions
I am having issues with getting a loan, are you able to help me know why?
Good, Bad, Hedged, Structural; there appears to be no end to the types of debt you can go into. At Harvard Wealth we will help you to understand where your debt lays, how to get out of debt that is working against you and how to use other people�s money to your advantage.
Super used to be that compulsory levy that was intended to replace the pension right?
Now day�s superannuation is so much more. For the most financial savvy, superannuation is an abundant resource for wealth creation, investment, personal protection, and creating a legacy for our children, as well as a comfortable retirement of course.