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Harding Wealth Management Pty Ltd
       
 
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Harding Wealth Management Pty Ltd
 
 
Overview: 

Our business, your dreams

The Sunday afternoon barbeque answer to this question is: “We provide peace of mind and help people realise their dreams”

This is achieved by working closely with you to gain a deep understanding of your current financial position and where you need to be. By partnering with us you will have the resources and skills necessary to ensure you have the right guidance in place.

We refuse to accept that one provider can be the most appropriate choice for all your risk management, super and investment needs and therefore are fiercely proud of our independently owned status.

To discover more about our service please feel free to download and read the FPA Guide to Choosing a Financial Planner.


Our Process

We follow a very defined process in order to ensure we provide you with the very best outcome for your needs and objectives.

Wealth Protection

The bedrock to financial planning is providing financial stability to you, your family and your loved ones in the event of sickness, serious ill health or death. It is a constant source of surprise how many clients rely on their super fund to mitigate all their financial risks. Effective risk management is about ensuring your plans and lifestyle is secured if anything unfortunate were to happen to you.

We are able to assist those who;

   Have debts in place such as a mortgage or loan
   Rely purely on their income(s) to afford their lifestyle
   Have children in full time education
   Have an investment property portfolio either negatively or neutrally geared
   Have not reviewed their position in the last three years
   Are unsure whether they have appropriate insurances in place (super and non-super)


Wealth Creation

It is never too early to start planning for your future. Thanks to compound interest the earlier you start the process, the less it will cost you. Planning and building your wealth requires discipline, motivation and consistency, but doing it well can give you financial independence later in life and/or for specific lifetime events.

Engaging with Harding Wealth Management will provide you with the experience and technical knowledge you need to commence a successful route to wealth creation. Through regular monitoring and reviews of your life goals we can deliver the guidance that effective wealth creation commands.

We are able to assist those who;

   Are seeking guidance on cash-flow management and budgeting
   Want to understand their money better
   Are starting out on their own – have a first job or have opened their first professional practice
   Want to reach specific outcomes such as a new house, car, travel or start a family
   Have goals and ambitions but need help making them happen

Wealth Management

Enjoying accumulated wealth through a strategy of conservation and/or transfer to next generation, we can help ensure that you manage your wealth with tax efficiency and appreciate the correct levels of risk to which you are exposed.



Wealth Builders – typically 40-60 years old

Whilst it is true it is best to start planning early in life, it is equally true that it is never too late! This is a critical period of your financial life if you are looking to secure a comfortable standard of living in retirement. Whether you are funding your children through education or are now empty nesters it is vital to plan now for your own wealth in retirement. If you have spare income and don’t know how to maximize the tax and investment efficiencies or if you have too much month at the end of the salary Harding Wealth Management has the knowledge and experience to put you on the right path to financial freedom.

We are able to assist those who;

   Want to protect the financial future of their family
   Require cashflow management and budgetary guidance
   Have medium term goals and are unsure of how to achieve them
   Are looking for investment opportunities with flexibility and accessibility
   Wish to maximize on tax efficiencies
   Want to plan for a secure retirement
   Desire a comfortable retirement with a quality standard of living



Retirees – typically aged 60 years plus

Just because you are now in your 60s does not mean you have to retire. As more and more Australians are looking to work well into their 70s it is vital that you engage with a financial professional who can ensure you receive a comfortable, sustainable income in retirement. Naturally, if you do wish to retire as soon as you can afford to, we have specific strategies that are designed to maximize your wealth in a tax efficient manner that could enable this.

We are able to assist those who;

   Would like advice on pre-retirement lifestyle issues
   Require advice on Centrelink benefits
   Wish to transition to retirement; rather than fully retire at some predetermined date
   Require advice on flexible, sustainable income levels
   Would like to discuss potential estate planning issues
   Have retirement goals (trips overseas etc ) and are unsure of how to achieve them
   Wish to maximize on tax efficiencies
   Desire a comfortable retirement with a high standard of living

Whatever your stage in life and your personal circumstances Harding Wealth Management will help you make informed decisions about your financial life and will provide our engaged clients with;

   A clear plan for their financial future
   An experienced, educated adviser who will take the time to listen and have a thorough understanding of their personal circumstances, goals and ambitions
   Regular reviews of plans and strategies
   An adviser who cares about his clients and always works in their best interests


 
 
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