We’ll get you there.
Your local Redlands financial planner
From investment advice to retirement planning, we offer comprehensive wealth management solutions tailored specifically to you.
Located in Cleveland, we've helped countless clients build and protect their wealth through strategic financial planning and personal attention to detail.
Effective wealth creation
strategies for busy people.
Tailored investment strategies
and portfolio management services.
The financial security you need.
The peace of mind you deserve.

Want to have a chat? Let's grab a coffee.
If you would like to have a chat about your finances, we'd be happy to talk to you over a coffee that's on us!

Want to have a chat? Let's grab a coffee.
If you would like to have a chat about your finances, we'd be happy to talk to you over a coffee that's on us!
Latest News
Testimonials
Fivo Moudanidis
Steve and the team at Harbourside Wealth Management have been exceptional in their service. They take the time to explain everything in a clear and concise manner, making complex financial concepts easy to understand. Their advice is consistently followed by proactive and regular communication, ensuring we are always up-to-date and confident in our financial decisions.
We now have peace of mind knowing that our future and retirement strategy are in capable hands. The team's diligent approach keeps us informed about market trends, and we feel assured that our investments are being managed with our best interests at heart.
We are deeply grateful to Steve and the entire Harbourside Wealth Management team for simplifying such a crucial aspect of our future.
Irene Morison
Chris gave us brilliant advice and strategic planning to aid us in achieving our retirement goals and beyond. We are now enjoying a stress free, enjoyable retirement under Chris's continual guidance and commitment to our future. The best thing we ever did was switch to Harbourside Wealth Management to look after us.
Barbara Grundy
Having moved from the Gold Coast, to live Bayside, I decided to change my financial planner, to make things easier for myself, best thing I ever did. Thanks Steve and team, for your advice, and all done with a friendly smile. A joy to visit the office.
Julie Westlake
Steve is very friendly and explains everything in detail. I am very pleased with the results that are showing already. I highly recommend this financial planning company.
Ian de Villiers
Harbourside Wealth Management were recommended to us for looking after our SMSF investment by our accountant.
We had a meeting with Stephen Wilson who laid out their investment strategy, fees and projected investment income in simple, easy to understand way.
We have realised a better investment return than was projected and are very pleased with their performance and service.
I would highly recommend HWM.
Thanks and Regards,
Ian de Villiers
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