Harmony Wealth Management is a financial planning business servicing clients nation wide, dedicated to providing expert advice in personal risk insurances, superannuation, investments, and retirement planning.
We aim to empower clients to achieve financial harmony and security through tailored strategies.
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Personal Financial Advice
Personal financial advice is suitable for everyone and at all stages of life but before you start this process it’s a good idea to think about what you want to achieve. This can include advice about budgeting, investing, super, retirement planning, estate planning, personal life insurance, income protection and taxation advice. Our professional team will work with you to understand your individual needs.
Finance (Mortgages, Re-Finance, Investment etc)
There are hundreds of different loan products on the market. Our experts can help to explain the features and benefits of all the different loan types on the market and ensure that your finance is tailored to suit your individual needs now and into the future. Let us tailor a lending solution for you.
Superannuation and Retirement Planning
Having a good retirement plan in place will help your money go the distance. One solid way of making sure you can enjoy and live comfortably in retirement is by using your superannuation as a source of income. Make this money work for you now by investing correctly based on your future plans. Our professional advisers work with you to develop the right long term strategy to meet your retirement planning goals.
Find My Lost Superannuation
Australians’ hard earned wages are waiting to be claimed in the form of lost and unclaimed super. As per data released by the Australian Taxation Office (ATO) for the financial year ending June 2020, there is over $13.8 billion in lost and unclaimed super and some of it could be yours.
Personal Insurance Advice
Managing your risk is crucial when developing a solid financial plan. Planning for the unplanned allows you to protect your assets and your loved ones. To make sure you are protected, we recommend reviewing your current personal insurance requirements. Consider the effects a medical condition, injury, illness, or death would have on your loved ones personal circumstances.
Business Finance Advice
Manage your cash flow, purchase stock or inventory, and grow your business with our wide range of loans for small businesses. Our team can also advise you on the best financial solutions to help your business thrive.
