What We Do
Harbourlight Private Wealth Management offers industry leading wealth management services tailored to individuals and trustees. With our institutional experience and investment expertise, we instill confidence in your financial decisions, simplify the management of your finances and assist you through complex financial challenges.
Our Services
Strategic Financial Advice
Strategic financial advice focuses on the individual and their specific goals.
It is often sought when planning for significant financial events such as;
- long term family wealth planning,
- retirement,
- inheritance,
- asset sales and acquisitions,
- debt management and tax planning.
Investment Advice
Solid investment advice lies at the center of what we do.
One of our core services is constructing investment portfolios that help you enable your current and future financial requirements.
Discretionary Portfolio Management
Discretionary portfolio management services can save you time, improve portfolio flexibility and reduce administrative burdens. By setting your investment parameters with us and appointing us to manage your portfolio, you can free up time to enjoy other activities
Superannuation
Superannuation can provide significant tax benefits to clients. We provide services aimed at improving the returns of your superannuation accounts, increasing transparency and increasing the tax effectiveness of your savings.
Insurance
Insurance is an important consideration in planning your wealth and managing risks. We can help you evaluate the risks and come up with the right insurance solution for you and your family.
Tax Planning and Structuring
Efficient tax planning can significantly effect your after tax returns.
Superannuation, SMSF's, family trusts and company structures can help increase your long term wealth and protect your assets. We can work with you and your accountant to help best structure your finances to achieve your goals.
Insights
Home is where the super is for many Australians
More Australians are upsizing their super by downsizing their home. Home ownership is still the great Australian dream for many…
Estate planning: making it easier on family
Get professional legal and financial advice The right professional advice can take the guesswork out of deciding how to distribute…
Navigating turbulent times in the share market
As investors grapple with uncertainty, keeping a cool head has never been more important. “Time in the market, not timing…
Independent living in retirement communities
Key points: There are many benefits to moving into independent living You have many different types of retirement villages to…
Types of super funds
When you start a job, you can usually choose a super fund or let your employer choose for you. Understanding…
Achieving home-buying harmony
Buying a home is one of the most exciting milestones in life, but when you’re a couple working together to…