Harvard Wealth is a financial advisory firm based in Rockhampton, Queensland, with a rich history spanning over 35 years. Led by a seasoned Certified Financial Planner, the team at Harvard Wealth prides itself on providing personalized and informed advice to help clients make sound investment decisions. By taking the time to understand each client’s unique situation and goals, Harvard Wealth offers a comprehensive range of options and scenarios to ensure solid investment choices.
With a focus on building wealth, structuring borrowings for the future, and planning for a secure retirement, Harvard Wealth emphasizes the importance of tailored financial strategies that align with individual needs. The firm’s philosophy centers around asking probing questions, fostering a deep understanding of clients’ financial and emotional mindsets, and offering multiple options for consideration. Harvard Wealth’s commitment to empowering clients with knowledge and guiding them towards financial contentment sets them apart as a trusted partner in achieving long-term financial success.
As a subsidiary of Centrepoint Alliance Limited, an ASX-listed company, Harvard Wealth operates under the umbrella of Centrepoint Alliance Financial Advice. This affiliation underscores the firm’s commitment to upholding high standards of professionalism and expertise in the financial services industry. With a focus on client education, personalized service, and a track record of success, Harvard Wealth stands out as a reputable and reliable partner for individuals seeking to secure their financial future.