Your story

We believe financial planning is about more than just the facts and figures. It's about you, your family, your hopes and aspirations.

On life's sometimes unpredictable voyage, we help you explore, discover and plan the best ways to achieve the financial lifestyle you aspire to.

We specialise in working with people with wealth, as well as those who are approaching retirement.

We guide you in discovering what’s important to you, and then work together to help you achieve those goals. That might mean retiring earlier, buying a second home, or simply resting easy in the knowledge your family have long-term financial security.

Whatever your aspirations, our open-minded approach gives you the best opportunity to achieve them.

People with wealth

Whilst your wealth represents plenty of popportunities, it can also bring added complexity to your future planning.

People approaching Retirement

Retirement is a simultaneously exciting and daunting prospect. We will show you a realistic and strategic path to follow.

People we've helped

"Wealth Harbour is a safe pair of hands. James has a personal interest in your life and helps make the right decisions for your lifestyle. I have used him for several years and my investments have maintained my requirements."

June

Contact us

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.