Private Client Investments & Employee Benefits
We are in the wealth- creation business because we believe that everyone, no matter who they may be or where they are located, deserves to have access to expert investment and financial planning advice. We are concerned with how many people in South Africa are heading for poverty in retirement. We believe we can contribute towards changing that.
At Harbour Wealth, our role is to ensure we understand our clients. Together, we help establish and clarify what expectations they have of the service we will be providing. We have learnt that clear expectations and a sound understanding of a client’s needs results in successful outcomes and loyal clients.
Besides delivering a world class independent advisory service to clients, our clients can also expect us to constantly leverage our investment and risk product providers to achieve the best fees and cost savings for them. We have no conflicts of interest as we do not accept any rebates or incentives to sell products. All cost savings are passed on directly to our clients.
In conclusion, our role is to use our advisory expertise to constantly guide, educate and advise our clients on what solutions would best meet their needs and to ensure that our clients receive the most competitive rates available. To this end we believe it is possible to deliver more for less and ensure we Protect and Grow our client’s wealth.
