3 Best Financial Services in Rockhampton

Here’s The Deal:
Harvard Wealth is a seasoned financial planning firm that offers a flexible range of services, including debt management, superannuation advice, wealth creation strategies, investment guidance, small business advice, ongoing portfolio reviews, retirement planning, and more. With over 35 years of experience, you can trust that they can provide valuable direction and advice. They extend comprehensive financial assistance to clients across Rockhampton, Emerald, and Central Queensland. The financial advisors at Harvard Wealth assist clients in creating a customized financial pathway to meet their objectives. Through their Money for Life program, clients gain a level of essential financial literacy. By understanding and applying this knowledge, informed investment decisions can be made. Whether seeking guidance on wise investing or asset protection, taking the first step with Harvard Wealth is the key. At Harvard Wealth, they go beyond the surface, asking thorough questions and taking the time to understand each client's unique situation. This approach allows them to provide tailored advice that aligns with the client's goals. They aim to be a constant support at every stage of life's journey, offering services ranging from debt reduction and wealth creation strategies to superannuation advice and retirement planning. Harvard Wealth helps clients develop a plan, provides a range of resources, and ensures that their Money For Life program is available to guide them towards their financial destination.

UNIQUE FACTS:
• No-obligation Consultation.
• Extensive Financial Assistance.
• Flexible Services.

Here’s The Deal:
Clear Waters Financial Planning Pty Ltd, situated in Rockhampton, is committed to consistently shaping a better future for its clients within a framework of integrity and service excellence. When clients engage with them, they share their hopes, needs, and goals. Clear Waters Financial Planning offers informed advice based on a comprehensive understanding of their clients' situations and provides ongoing support and guidance. They actively contribute to the local community and aim to make a positive impact. The firm's commitment to succession planning ensures client continuity and a seamless transition in business operations. Clear Waters Financial Planning strives to be at the forefront of financial planning in Queensland through its actions and practices. Their core commitment is delivering customer-centric services to help clients and their families achieve their goals and objectives. This commitment is consistently upheld through a service offering built on cultivating lasting client relationships and providing continuous financial advice. As a dedicated office within the financial planning industry, they focus on implementing strategies that positively influence their clients' future. To positively impact the client's future, Clear Waters Financial Planning prioritizes understanding who the clients are. They also allocate time for clients to comprehend who they are, fostering a comfortable environment for discussing personal details.

UNIQUE FACTS:
• Comprehensive Range Of Advice.
• Online Appointments.
• On-site Services.

Here’s The Deal:
The Investment Collective is a financial services company that provides business and personal financial and investment advice. They operate with dedicated teams collaborating with their advisers to help clients achieve their goals. A notable advantage is their in-house Portfolio Administration Service (PAS), a valuable tool integral to their business. The company annually reviews clients' policies to ensure alignment with goals and reflection of the current situation. They can access products from various insurance providers by offering a comprehensive product review. The Investment Collective takes pride in delivering personalized financial services, ensuring clients' money is optimized to reach their financial objectives. Their financial planners are adept at tailoring strategies to suit individual needs, assisting in asset management, and planning for a comfortable retirement. As pioneers in the financial services industry, The Investment Collective introduced a fee-for-service model where clients pay an agreed fee directly to their advisers. The personal financial planners at the company customize strategies to meet individual needs, manage assets and plan for a secure retirement. Their research team continually monitors the performance of clients' financial portfolios, providing recommendations for the purchase or sale of specific securities. Clients can reach out to them to schedule an appointment.

UNIQUE FACTS:
• Offer A Fee For Service Model.
• Personalised Strategy.