Financial Service
Financial Services
With information being literally at the tip of your fingers, it can sometimes become overwhelming and confusing. That’s where we come in. We want to make sure that you are equipped with the right knowledge and information about personal finance and wealth planning. Wealth Management is not just purchasing an insurance plan for you and your family. It’s beyond that, and it encompasses several pockets of financial management.
Personal Wealth Management
The most common and important wealth planning starts with yourself, followed by your loved ones. These are the Wealth Management milestones:
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- •Healthcare Planning
- •Personal Income Protection Planning
- •Family Income Protection Planning
- •Credit Protection Planning
- •Education Saving Planning
- •Pre-Retirement Saving Planning
- •General Accumulation Planning
- •Post-Retirement Preservation Planning
- •Long Term Care Planning
- •Legacy Planning
- •Family Trust Planning
- •Charitable Giving Planning
Corporate Wealth Management
Whatever product or service your business provides, a financial advisor can ask the right questions and find the right answers to make your life easier. We help make your business more efficient and more profitable by focusing on the actions that will get results.
- •Asset Protection Planning
- •Employee Benefits Planning
- •Cash Management Planning
- •Director Remuneration Planning
- •Corporate Credit Protection Planning
- •Director Liability Protection Planning
- •Employee Retention and Retirement Planning
- •Key Management Program
- •Director Retirement Planning
- •Business Continuation and Succession Planning
Harveston Partnering Companies
We provide integrated multiple solutions to achieve our clients’ financial objectives by seeking the most suitable solutions. Therefore, we are unbiased to any products or business partners. Here are our current strategic partners that we successsfully work with.
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Client Care Experience
Having been in the industry for over a decade now, we have crafted our signature Client Experience to ensure all our clients go through the same process of understanding Harveston’s core values and the client’s onboarding exercise.
Our core values
- 1.Independent Advice
- Our advice is based on clients’ needs.
- We represent our clients’ interests to seek the most suitable solutions.
- 2.Customised & Integrated Solutions
- We implement customized solutions at the different stages of our clients’ lives.
- We provide integrated multiple solutions to achieve our clients’ financial objectives.
- 3.Team-Based Approach
- We serve our clients with a pool of expertise in various areas of Wealth Management Services.
- 4.Professionalism
- Our advisers are qualified and well trained in all aspects of Wealth Management Services.
- We uphold our practice standard by benchmarking the industry best practice.
Partner with a dedicated wealth advisor
Craft a bespoke, long-term plan that preserves and grows your legacy.