We can help you put a financial strategy in place and put your money to work.

Harris Planning offers a comprehensive service offering advice on a full range of investments including cash, fixed interest, Australian and International shares & equities.

Asset allocation and investment portfolios are tailored to each client’s investment objectives and risk profile.

Once a client’s investment portfolio has been established, we provide ongoing regular reviews. These reviews contain a statement of the investment portfolio, our investments recommendations and market update.

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• Identifying your goals and objectives for the short and long term, taking into consideration any foreseeable financial commitments or life stage considerations prior to developing your investment strategy.
• Navigate investment options in relation to risk and return. Different investment options carry different levels of risk therefore, it’s imperative to consider all options to make an informed decision on a strategy that you would reflect your investment profile.
• Versatility in building a portfolio according to your investment timeframe. Whether it be five, ten or twenty years or more, how long you wish to remain invested will determine relevant investment selection.
• Diversification involves spreading your investments across a number of asset classes within a number of sectors. A well-diversified portfolio may help your overall portfolio to perform better and compensate for any shortfalls within asset classes and sectors.
• Professional guidance to help you avoid the pitfalls of poor planning as well as costly mistakes.