Harbour Wealth is a fresh and independent Financial Services Practice built by ex- employees and directors of asset management companies who believe in the possibility of bringing excellent independent advice, across all products, at a lower cost to clients. We believe the market needs exposure to more than vanilla unit trust options. Our recipe of salaried CFP advisers and a ‘Practice’ construct has led to Independent Professional Advisers and not product pushers. Our story of success is validated by our team winning the Best Independent Financial Adviser Network in Africa for Alternative Investments..
Harbour also has a discretionary asset management license “Cat II”. With this license, we manage assets for numerous Independent Advisers. Most of our team have had TV & radio appearances, promoting the benefits of alternative investments and a solid financial plan.
Harbour also employs market leading technology which lead to it to being voted as one of the top 30 most creative businesses in South Africa by Fast Company Magazine in 2017. Harbour has simplified the advice process and helps educate clients across the whole investment universe through our portal. We argue that our advisers are the most up to date in terms of all product offerings. We pride ourselves on our independence, transparency and truly caring about our clients. Our process helps our clients easily see and understand costs, as well as monitor their investment products to achieve their targeted outcomes.
We have a national footprint with offices in all major regions. In the rural regions, we rely on technology to provide online advice with assistance. This allows anyone anywhere in SA to access the best independent advice available. We truly strive for delivering the best to our clients, with many testimonials that substantiate this.