Create a Financial Strategy Together
Acting in Your
Best Interest
Our expert team has an approach to financial planning that requires real relationships, communication and personalised advice. The services we offer require care and due diligence to ensure that your future is in good hands.
Simplify
We offer tailored solutions and relevant options for you to achieve your financial goals without the financial jargon.
Invest Smart
We help make informative decisions by providing the financial tools and structures tailored to your needs
Wealth
Offering tailored solutions of wealth protection and peace of mind for you and your family.
Financial Plan
Every journey starts with a plan for your better tomorrow. Call us now for a free consultation!
Your Reliable Financial Partner
Harris Planning
Financial Advisors
The better we know you, the more we can do. Aligning your financial strategy matters to both of us.
Services
Investments
A comprehensive service offering advice on a full range of investments including cash, fixed interest, Australian and International shares & equities. Tailored to your investment objectives.
Insurance Advice
We can help determine the right insurance cover tailored to your needs and circumstances. More importantly we work with you on an ongoing basis to ensure the cover is still right for you.
Superannuation
Your super is your money! We can help you look after it by building a nest egg to create an income for retirement or semi-retirement. We advise on super consolidation!
SMSF Services
SMSF are the fastest growing sector of the superannuation industry. Take greater control of your retirement savings with a self-managed super fund. Contact us for a Free Consultation!
Contact us with ease
Get in touch
Give us a call or simply complete our contact form to start the conversation today.