Harbour Advisory (Pty) Ltd, trading as Harbour Wealth, offers comprehensive financial planning services. Our expertise spans Investments, Estate Planning, Employee Benefits, Insurance and Tax solutions.

Led by independent and experienced investment professionals, our team prioritises unbiased advice and cost efficiency. We focus strongly on reducing costs without compromising on providing clients with expert financial advice. We connect clients with top investment managers at competitive rates, emphasising minimal costs to maximise returns.

Our mission is to educate and empower clients in making informed investment decisions, promoting a proactive approach to ‘wealth care’. We demystify investing through robust client education, aiming to eliminate the fear often associated with financial planning, and the industry itself.

Contact us today if you’re serious about securing your financial future. Harbour Advisory Pty Ltd, trading as Harbour Wealth, is an authorised financial services provider (FSP 44770).

Harbour Wealth

Duncan Wilson

This department focuses on providing financial planning and investment services to clients to help them manage and grow their wealth.

Wealth Management

This department focuses on managing client relationships and streamlining operational processes.

Client Operations

This department focuses on managing investment strategies and providing research to support wealth management initiatives.

Harbour Wealth

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Teams

Wealth Management

Client Operations

Investment Management

Offices