Capabilities & Services
Accuracy is paramount, collaboration is the key, and trust is a given when you have Harris Investment Management on your side.
Before we advise, the Harris Investment Management team listens.
Then, by utilising our vast experience and the expertise of our wide network of contacts, we can provide a complete financial planning service structured exclusively to your needs.
Financial Planning
Our service comprises:
- Practical financial plans for wealth creation, investment, superannuation and retirement
- Ongoing reviews to help clients ensure their plans become reality
- Investment advice on shares, managed funds, bonds and fixed interest securities
- Estate planning and succession planning
Accounting and Taxation Advice
Through Paul D Harris Chartered Accountants, Harris Investment Management can access a vast pool of knowledge on taxation strategies and advice on other personal, business, trust, company and superannuation issues.
With this accounting expertise at our fingertips, Harris Investment Management can prepare your plans with a complete financial picture and full understanding of your needs.
Insurance Advice
Building wealth for our clients is one aspect of our business, but protecting it is just as important. If life throws a curve ball, you want to know you are protected.
Harris Investment Management can advise you on the appropriate levels of insurance cover for death, TPD, trauma, income replacement, and business expenses insurance.
We can can help you with:
- Total and Permanent Disability Insurance
- Trauma and specific medical events
- Income replacement during accident and sickness
- Business Expense insurance during accident and sickness
With insurance, Harris Investment Management can assist you in applying for the insurance and claim if necessary.
We act in the best interests of all our clients at all times.