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Harvard Wealth

Money for life

Open Today
8:30 AM - 5:00 PM
07 4922 45
0km Away
97 Bolsover St Rockhampton City QLD 4700
4.7
Price range: $$

Contact details

Admin

Harvard Wealth Reviews (3)

Highly recommended

3 years ago
Best service, the staff are great here, very approachable, easy to talk to and will answer any questions you have.. Would recommend for anyone looking into retirement, as they can set you up, and keep you on track.
Cheryl - Rockhampton

Fantastic

3 years ago
Harvard Wealth would have my recommendation to anyone, very approachable, professional and genuine. They can assist you with any of your small business financial planning and give their expert advice where needed.
Marilyn - Rockhampton

Helpful

3 years ago
Would recommend Harvard wealth after my experience with them, they are extremely professional and helpful, and they have some great guidance, advice and knowledge. Answered all my questions and very satisfied with the appointment.
Louise - Rockhampton

Services

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

Videos

Specialties

  • 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

Licences

Affiliate of Insurance Institute AAII
Diploma of Financial Planning DFP

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.

Media

Newest review for Harvard Wealth

Cheryl - Rockhampton
3 years ago

Highly recommended

Best service, the staff are great here, very approachable, easy to talk to and will answer any questions you have.. Would recommend for anyone looking into retirement, as they can set you up, and keep you on track.

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