Your Legacy, your wealth
Your SAFE HARBOUR
Life’s financial journey can be unpredictable, but through it all, Harbour Wealth is your safe harbour, providing steady guidance in an uncertain world.
Secure Your Wealth. Navigate Your Future.
Just as a harbour shelters ships from turbulent seas, we create a secure financial foundation for you, your family, and your future. Whether you’re planning for retirement, growing your investments, or structuring your estate, we simplify the process and remove uncertainty – so you can focus on what truly matters.
With expert wealth managers by your side, we help you navigate financial decisions with confidence, ensuring your hard-earned wealth is protected and working for you. Because at Harbour Wealth, it’s not just about growing assets, it’s about creating a legacy of financial security and peace of mind.
No hidden agendas, no complicated jargon – just clear, trusted advice, tailored to you.
Ready to take control of your financial future? Let’s start the journey together.
Expert-Led Financial Solutions
for Every Stage of Life
We offer a full suite of financial services designed to help you grow, protect, and optimise your wealth.
No matter where you are in your financial journey – just starting out, planning for retirement, or looking to preserve your wealth for the next generation – we provide tailored solutions that fit your needs.
Focus on Today
We’ll Prepare for Tomorrow
We know that financial planning isn’t just about numbers – it’s about your life, your goals, and what truly matters to you.
At Harbour Wealth, we go beyond financial strategies to create real possibilities, aligning your wealth with your values, priorities, and aspirations. Whether you’re growing your investments, planning for retirement, or securing your family’s future, we take the complexity out of financial decisions – so you can focus on living fully in the present.
With expert wealth managers by your side, we ensure your financial future is secure, seamless, and stress-free.
Find Confidence in Your Wealth.
Find Freedom in Your Future.
Your financial journey is more than just numbers – it’s about creating a life that aligns with your aspirations, values, and long-term goals. At Harbour Wealth, we take the complexity out of financial planning, so you can focus on what truly matters.
Tailored strategies
Because no two financial paths are the same.
Lower fees & transparent advice
So you keep more of what you earn.
A long-term partnership
We’re here for every chapter of your financial story.
A team that cares
Because financial planning is about people, not just portfolios.
A Team That
Moves With You
As you search for your perfect advisor, know that our team strives to collaborate in ways that are not always common within our industry. At Harbour Wealth, we don’t believe in one-size-fits-all advice. Our team collaborates in ways that put you first.
Client reviews
"I am incredibly pleased with Harbour Wealth’s services. They are always available to answer my questions, providing transparent and clear guidance. Their expertise and honesty give me the confidence and security I need to invest my assets wisely. I highly recommend their services to anyone seeking reliable and trustworthy financial advisors."
Mark
"Wendy and I have been dealing with Harbour Wealth for several years. We have found them accessible and their advice beneficial. We are very pleased with our Harbour Wealth Investments.
I have referred the company to friends who have invested according to Harbour Wealth’s advice model. They have been pleased with the service and their portfolios’ performances."
Wendy & Steve
"As a couple nearing the “next” phase in our lives, we made a scary and uncertain decision when moving all we have worked for to Harbour Wealth. However, with our financial advisor, we are now excited, confident, and secure in knowing that moving forward, we will be covered by the best advice and guidance. Our portfolio’s performance, within the Harbour Wealth family, has surpassed our expectations – I wish we had done this many years ago! We have no hesitation in staying with Harbour Wealth."
Susan & Frank
"I’m grateful to have an advisor who understands my needs and uses her expert knowledge to make sure I get the best possible options provided. The last 5 years has been a bit of a roller coaster for me with multiple changes and our financial advisor has been the constant ensuring my financial status has not only survived , but thrived using Harbours various products/ insights. Looking forward to continued great advice! "