Personalised Wealth Planning
That Grows With You
At Harbour Wealth our mission is simple – To help you feel secure, supported, and empowered in every stage of your financial journey.
What Sets
Us Apart
We don’t just offer advice; we build relationships. That means no one-size-fits-all solutions, no hidden agendas, and no sales talk – just smart, thoughtful guidance backed by years of experience. Whether you’re planning for retirement, growing your investments, or ensuring your family’s long-term security, we’re with you every step of the way.
Transparent & Trusted
We prioritise honesty, clarity, and accountability in everything we do.
Low Fees, No Hidden Costs
We’re proud to offer expert advice without the hidden costs.
Client-First Philosophy
Your life is unique, and your financial plan should reflect that.
A Relationship That Grows With You
We walk the journey with you, adjusting your plan as your life evolves.
Expertly Connected
We collaborate with top financial partners to get you the best outcomes, not just a product.
The People
behind the brand
Behind every great plan is a great person. Our team of qualified and passionate wealth managers are dedicated to helping you navigate your financial future with confidence and care.
Our Values
At Harbour Wealth, our culture is rooted in values that go beyond finance. We’ve built our business on the belief that strong relationships and strong values lead to better outcomes for our team and for you.
Respect, Trust, and Inclusion
DIVERSITY AND INCLUSION
We are committed to creating a workplace that celebrates diversity and promotes inclusivity. We value the unique perspectives and contributions of individuals from all backgrounds.
RESPECTFUL COMMUNICATION
We encourage open, honest, and respectful communication. Disagreements should be addressed constructively, and everyone’s viewpoint deserves consideration.
Integrity and Ethics
HONESTY
We uphold the highest standards of honesty and transparency in all our actions and communications. Misrepresentation or deceit is not tolerated.
CONFIDENTIALITY
Employees must handle personal and company information with the utmost care and discretion.
Accountability and Responsibility
RESPONSIBILITY
Each employee is accountable for their actions and decisions. We encourage taking ownership of tasks and projects, and being proactive in addressing challenges.
ETHICAL CONDUCT
We adhere to ethical practices in all aspects of our work. We expect employees to act with integrity, avoid conflicts of interest, and comply with all relevant laws and regulations.
Professionalism and Excellence
We strive for excellence in everything we do. Our commitment to high standards of quality is reflected in our work, interactions, and relationships.
CONTINUOUS IMPROVEMENT
We value innovation and seek continuous improvement. Employees are encouraged to pursue professional development and contribute to the ongoing growth and success of the company.
GROWTH MINDSET
Be open to growth opportunities and new ideas. Be curious in all that you set out to do. Ask why, why not. Be resilient.
Value Teamwork and Collaboration
SUPPORTIVE ENVIRONMENT
We foster a collaborative environment where teamwork and mutual support are essential. Employees should work together to achieve common goals and support one another’s success.
RECOGNITION
We acknowledge and celebrate the achievements and contributions of our team members. Recognition and appreciation are key to maintaining a positive and motivating workplace.
Inspirational
At our core, we believe that every member of our team has the power to inspire and uplift those around them. We do this by fostering mutual respect and being authentic.