About us

At Harbour Wealth, we understand that making the right decisions about your financial future can, for many, be overwhelming. We firmly believe that the key to success for our clients is through actively listening and understanding what is important to them, and then doing the hard work to ensure we bring the best options to the table. By doing this, we feel it leads to our clients making better and more informed decisions that will positively impact their financial future.

Wherever you are on your financial journey, from just starting out, to expanding your investment horizon, or in or approaching retirement, advice from our qualified Financial Planners can help you achieve your goals.

Our Team

At Harbour Wealth, our dedicated team of experienced professionals is committed to helping clients achieve their financial goals. With expertise across a wide range of wealth management services, we offer tailored solutions to support long-term financial success.

Brett Martin

Director, CFP®, Certified Financial Planner®
Troy Young

Financial Advisor
Elise Foster

Business support manager
Kim Beckhouse

Reception

Google Reviews

Our valued clients

Excellent
Brian Brooks
Brett and his team are very knowledgeable and always give excellent financial advice. I know I can trust Brett to look after my best interests. My portfolio has increased in value despite making regular monthly pension payments. I would recommend Harbour Wealth Management to anyone.
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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Quick enquire

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