Investment Planning

The Harvard House Group has a passion for providing clients with investment advice that is productive in growing their wealth. Whether placing clients in in-house managed portfolios or with a number of specialist boutique investment houses around the country Harvard House is able to build a portfolio to suit a client’s income needs, risk profile, growth aspirations and all at costs that are refreshingly low by industry standards.

Many clients have become overwhelmed by the proliferation of products being touted by brokers, insurance companies and unit trust houses and are finding it difficult to gain understanding of their investment position. The Harvard House Group will provide a neat, simple and cost effective plan based on an overall analysis of clients assets and needs and will create an environment that clients will feel settled that their investments are about them and not enriching someone else.

Looking for a First-Class Business Plan Consultant?