• Harvard House, 3 Harvard Street Howick, KwaZulu Natal, 3290
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Harvard House
  • Home
  • About Us
    • Events
    • Our History
    • Social Investment
    • Latest News
    • Careers
    • Downloads
    • Publications
    • Statutory Information
  • Our People
  • Services
    • Financial Planning
      • Retirement Planning
      • Risk Planning
      • Investment Planning
    • Asset Management
      • Collective Investment Schemes
      • Local Discretionary Share Portfolio
      • Foreign Discretionary Share Portfolio
    • Tax and Accounting
      • Accounting & Secretarial Services
      • Value added services
      • Tax Compliance & Advisory Services
      • Trust Accounting & Trust Administration Services
    • Wills and Estates
      • Wills & Estate Planning
      • Administration of Deceased Estates
    • Short Term Insurance
      • Medical GAP Cover
      • Personal Insurance
      • Commercial Insurance
    • Personal Secretarial Services
  • News
    • Media
  • Contact Us
212 714 0177
Free call
Mon - Sat 9.00 - 18.00
Sunday CLOSED
1020 Avenue of the Moon
New York, NY 10018 US.
  • Robert Pool

    • December 3, 2020
    • Posted by: clare
    • Category:
    No Comments
    Robert PoolGroup Business Analyst After completing his articles at Deloitte and qualifying as a Chartered Accountant (SA) in 2015, Robert joined Harvard House in 2016 to pursue a career in financial services, initially as a member of the Financial Consultants team. His interest in the broader group, analytical mindset and ability to build systems led
    read more
  • Eric Hailstones

    • August 21, 2018
    • Posted by: _harvard
    • Category:
    No Comments
    Eric HailstonesFinancial Planning After working for as a Brand Ambassador for Team Clothing, Eric decided to enter the financial field and joined the Harvard House team in July 2018. Eric has a BCom in Economics and International Trade qualification. He is passionate about working to better people’s lives and to make a difference where he
    read more
  • Vusumuzi Nkomo

    • August 21, 2018
    • Posted by: _harvard
    • Category:
    No Comments
    Vusumuzi NkomoFinancial Planning Vusi, originally from Zimbabwe, joined Harvard House in January 2018. He has a BCom in Financial Management qualification. Vusi is passionate about investing for the future, innovative technology, entrepreneurship and books. He enjoys thinking outside the box and believes in getting a job done as quickly, and accurately, as possible. When he
    read more
  • Steve Smart

    • August 21, 2018
    • Posted by: _harvard
    • Category:
    No Comments
    Steve SmartAsset Management Steve joined Harvard House in November 2017. He has a SAIFM International Capital Markets qualification and for the past 19 years he has been involved with Market Traders, prop trading, broking and fund management and thus brings a wealth of experience to the team. Steve has a great passion for the financial
    read more
  • Joshua Strydom

    • August 8, 2018
    • Posted by: _harvard
    • Category:
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    Joshua StrydomFinancial Planning Born and raised in Durban, Joshua joined Harvard House in January 2016 from Liberty,   where he worked in Insurance. He recently completed his Higher Certificate in Financial Planning and ultimately wants to become a Certified Financial Planner. Joshua is passionate about being able to help people. He enjoys finding solutions to
    read more
  • Brad Stegen

    • August 8, 2018
    • Posted by: _harvard
    • Category:
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    Brad StegenPartner: Accounting & Tax In January 2017 Brad joined Harvard House as a senior manager in the Accounting and Tax Department. In January 2018 he was promoted to Salaried Partner. Brad, originally with a farming background in Creighton, graduated from the University of Kwa-Zulu Natal with a Bachelor of Commerce degree majoring in Accountancy.
    read more
  • Karen Johnstone

    • November 18, 2017
    • Posted by: _harvard
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    Karen JohnstoneAdministration Supervisor Karen joined the Harvard House family in September 2017. She comes from an Administration Management back ground, having spent the previous 12 years at an Independent Financial Advisory Practice in Westville. Karen loves helping people and is known for remaining calm in times of pressure and stress. She, and her family, recently
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  • Mark Wheatley

    • May 16, 2017
    • Posted by: _harvard
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    No Comments
    Mark WheatleyShort-Term Insurance Manager Mark Wheatley, a Business Management graduate from Damelin College, completed his initial two year national service with the SA Defense Force immediately after high school where he received rank status. He has over 20 years’ experience in the life and short term insurance industry, covering numerous roles across client servicing and
    read more
  • Alvyn David

    • May 16, 2017
    • Posted by: _harvard
    • Category:
    No Comments
    Alvyn David Alvyn was born and raised in Pietermaritzburg. He joined the Harvard House Estate Administration Department in 2013 as an Estate Administrator. Within the Estate Department he sees people deal with the death of a loved one and as he has lost someone he loves, he feels that he can relate to his clients
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  • Natalie Caldecott

    • May 16, 2017
    • Posted by: _harvard
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    Natalie Caldecott Natalie grew up in Hillcrest & Pinetown and moved to Howick, after getting married in 1995. Upon arriving in the Midlands she joined Permanent Bank as a temp teller. However, her dedication and hardworking nature saw her quickly work her way up to Investment Adviser and second in charge to the Branch Manager.
    read more
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    Harvard House

    In 1972, Nigel Porter started what was then known as Porter Purbrick, an independent accounting and auditing firm. Since then, the initial accounting practice has grown and evolved into a niche financial services form, known as the Harvard House Group. The firm is an independent financial services group, based in Howick, providing a comprehensive range of financial solutions to clients, including accounting and tax services, asset management, short term insurance broking and financial & estate planning.

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