Secure Your Financial Future
with us.

Our financial planners & retirement advice specialists are ready to help you achieve your goals.

We bring experience and knowledge to looking after your finances

Harbour Wealth Management

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.

More About Us

Most people are unclear about what they need to retire comfortably

Straightforward Financial Advice for Retirement

Let us help you navigate your financial planning so you can relax and enjoy life at every stage. 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
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Google Reviews

Our valued clients

Excellent
Robyn Rooth
Staff are really helpful and willing to assist with any enquiries. I would recommend them for advice and ongoing support.
GRAEME MOONEY
I’ve been dealing with Brett and team for some years now. Ive been more than happy with Brett’s financial advice, which is practical and easy to understand. It has enabled me to enjoy my retirement, without the constant worry about how my finances are going. I’ve found the team friendly and available to respond to any questions.
Response from the owner:Thanks Graeme. We're really pleased to hear that Brett’s advice has given you confidence and peace of mind in retirement. Kind regards, The Harbour Wealth Team
Neil McVicar
Harbour Wealth has provided us with a totally professional service in all aspects of financial management in the lead up to and since our retirement. Brett is very responsive to our needs and provides great advice.
Response from the owner:Thank you for your kind words, Neil. We're so pleased to hear that you've felt well supported throughout your retirement journey. Brett and the team truly value the trust you've placed in us. Kind regards, The Harbour Wealth Team
Carmen McVicar
Brett at Harbour Wealth Management has provided both Neil and I great advice. Brett is very patient, communicates well to help me to understand risks and other information for the decision making process.
Response from the owner:Thanks so much for your review, Carmen. We're glad to hear Brett's advice and support have been helpful to you and Neil. We appreciate you taking the time to share your experience. Kind regards, The Harbour Wealth Team
pieter oosterhoff
Harbour Wealth efficiently restructured our investment strategy with their friendly and personalised service.
This resulted in lowering costs with increased returns.
Response from the owner:Thanks for your review, Pieter. We're so pleased to hear that you're happy with the outcomes achieved from your restructure. Kind regards, The Harbour Wealth Team
Eric Patterson
This Company lead by Brett Martin Principal and Troy Young and the Harbour Wealth team have been dealing with our finances since 2014 whereby i was being treated for cancer, they have always been supportive of our plight in our situation financially. And their expertise has been nothing short of comforting in our position from this devastating illness until today whereby they are still helping us with life changing financial decisions. Their support over all this time has been outstanding and myself and my wife would not hesitate in recommending this company to anyone.
Response from the owner:Thank you, Eric for your kind words and for sharing your experiences. We are honoured to have supported you and your wife since 2014 and are grateful for your trust in us during such significant moments. Kind regards, The Harbour Wealth Team

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