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We’ll put you on the right path to a brighter future
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A smarter approach to investing
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Take the first step and contact us today
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We’ll get you there.

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!

WE’D LOVE TO HEAR FROM YOU

Chris Jones
Director of Financial Planning
P: 07 3170 3707

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Stephen Wilson
Director of Financial Planning
P: 07 3170 3707

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To find out more about our services or if you wish to make an enquiry please use this form and we will be in touch with you as soon as possible.

Name

Chris Jones
Director of Financial Planning
P: 07 3170 3707

Read more

Stephen Wilson
Director of Financial Planning
P: 07 3170 3707

Read more

Harbourside Wealth Management     
Unit 15/141 Shore Street West
Cleveland 4163
P: 07 3170 3707
info@harboursidewm.com.au
Our Advisers are authorised by Harbourside WM Group Pty Ltd ABN 23 600 646 400, AFSL 550872.  This website is intended to provide general information only and the information has been prepared without taking into consideration any particular person’s objective, financial situations or needs. Before acting on such information, please consider the appropriateness of the information having regards to your personal objective, financial situation or needs.
Tax advice disclaimer:  Your adviser provides financial planning advice that includes considering the tax implications relevant to that advice based on Australian tax law. This advice is not intended to be a substitute for specialised taxation advice or a complete assessment of your liabilities or claim entitlements under taxation law. We recommend you consult with a registered tax agent for this professional advice.  Any tax estimates provided by us are intended as a guide only on Australian matters and are based on our general understanding of Australian taxation laws.  Where we have used information provided by your tax agent, we are not responsible for the accuracy of that information.  We do not provide taxation considerations or advice for any other country or jurisdiction. Should you have to report income for tax matters overseas, you should seek your own independent advice on these matters prior to acting on our advice.