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Home>Financial Planning in Berserker>Harvard Wealth
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Harvard Wealth

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Trading for 16 years

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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

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C

Cheryl

7 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.

L

Louise

8 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.

M

Marilyn

8 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.

Location

131 Musgrave Street, Berserker QLD

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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.

Harvard Wealth

4.7