Financial advice you can trust.
Harbourside Wealth Management is a specialist financial advisory firm owned and operated by co-founders Stephen Wilson and Chris Jones.
Our aim is to provide clients with the highest standards in ethical financial advice, solutions and services and a client service experience that is second to none.
Based in Cleveland, we understand the needs of the local community and provide people from all walks of life with the strategic financial advice and guidance they need to protect and grow their wealth.
With Harbourside Wealth Management as your financial advisers you can look forward to the future with security and confidence.
Stephen Wilson
Director of Financial Planning
A Cleveland local, Stephen has over 20 years’ experience in the financial services profession, Stephen has a wealth of local knowledge and understands the challenges faced by local business owners, professionals, tradespeople and their families.
He has a solid reputation for building long-term relationships with his clients based on mutual trust, collaboration and a genuine commitment to doing everything he can to improve the financial wellbeing of those he works with.
“I strive to combine my deep industry knowledge with a proactive and straightforward approach – so that our clients can make informed decisions about their finances and investments with clarity and confidence.”
Chris Jones
Director of Financial Planning
Chris has over 20 years’ experience in Financial Planning. He is passionate about providing quality financial planning advice whilst at the same time building and maintaining long lasting relationships with clients at all stages in life.
He specializes in providing financial advice in the areas of investments, portfolio construction and management, superannuation (including SMSF), retirement planning, personal insurance and margin lending.
Chris’s qualifications include a Diploma of Financial Planning, Advanced Diploma of Financial Planning, Self-Managed Superannuation Fund and Margin Lending certificates and meets the competency requirements under ASIC’s Regulatory Guide RG 146.
“Providing our clients with the advice and guidance they need to achieve what’s important to them is at the forefront of everything we do.”
To meet the Harbourside Wealth Management Team - click here.
To find out how we can help you, please contact us.