Retirement Planning

It is seldom that we experience retirees who have contemplated or planned whether their assets are adequate in meeting their income needs. Invariably our experience shows that clients are trying to squeeze a predetermined income out of their investment pool. Such planning leads to inappropriate investments and vulnerability to sweet talking salesman.

The Harvard House Group takes an holistic approach to retirement planning. Clients needs are ascertained, desires planned for and the long term effect of inflation considered. Once assessed portfolios are constructed to meet both short and long term income needs.

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 clients 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.

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