Straightforward Financial Advice for Retirement
Let us help you navigate your financial planning so you can relax and enjoy life at every stage
Want to talk to a member of our team?
Most people are unclear about what they need to retire comfortably.
Long term Financial Needs
Investments
Family Considerations
We bring experience and knowledge to looking after your finances
At Harbour Wealth we understand that we are all shaped by our experiences and our attitude to money and financial security is formed by those experiences. Our role as financial planners is to work with ‘you’ to understand ‘you’ and then develop a simple plan that we will help to put in place and monitor over time, so you can have more freedom and choice in your retirement years.
Take the complexity out of your retirement planning:
Understand what your long-term financial needs look like
Ensure you are confident to save and more importantly to spend
Grow your wealth
Protect your retirement investments
Enjoy this time of your life with peace of mind
Meet the team
The Harbour Wealth team brings a significant amount of experience and knowledge to looking after your finances, but more importantly they pride themselves on going the extra mile to ensure the best possible outcome for every client.
As the Principal and Senior Financial Advisor, Brett Martin brings more than 25 years financial industry experience - including banking, stockbroking, funds management and the last 15 as a financial planner.
Together with Troy Young, Elise Foster and Rebecca Mooney, the team provides a regional service for the RI Group, who have been providing financial advice to everyday Australians since 1979.
Our simple approach to
planning for your future wealth:
Initial Meeting(s)
This is where we get to understand your unique situation and future financial goals
Review and assess options
We take all of our knowledge and experience to find the best options that meet your needs and goals
Create a Plan
We pull together the best possible plan and then meet with you to discuss and review all elements of what has been proposed
Implement by our team
We get your plan working for you!
Review & Adapt
We get together to review the performance of your plan and revise or adapt accordingly (at least once per year)
Book a meeting with one of our Advisors
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