Jonathan Harris

To create wealth can be challenging:

• Investing for the long term takes discipline and can be emotionally difficult.
• Government rules and legislation is forever changing.
• People often have limited time, energy and interest.
• Making mistakes can be costly.

Insight

Most are not aware of the opportunities they are missing and the risks they are exposed to.

Is there anything else I could be doing, I’m often asked?

Our solution is a process of:

• Understanding your situation, priorities, hopes, dreams, goals and what is important for you.
• Providing strategies and investment recommendations on how to create wealth to fund your goals.
• Implementing this advice for you.
• Provide an ongoing relationship where I provide advice to meet changes in the economic & legislative landscape and in your personal situation.

Our advice follows a 7 step Wealth Creation process:

• Create exciting plans.
• Generate income and growth.
• Plan for and minimise tax.
• Be efficient with debt (if applicable).
• Invest wisely.
• Protect Assets.
• Create a legacy.

As a client, you will:

• Have peace of mind and understanding with complexity removed.
• Gain confidence with personalised strategies.
• Enjoy life & retirement.
• Benefit from my current and previous business experience.

What we believe:

We are passionate about Financial Advice as it is the intersection

of two things that we love – helping people & creating financial strategies.

A few of our beliefs include:

• Have integrity, as integrity creates trust and trust is the foundation of success.
• Listen, be approachable & make it easy.
• Share formulas for success to help others.
• Only recommend strategies that we would do ourselves & for our families.
• Be transparent & always call people back.
• Complete forms (where possible) as our customer’s time is valuable.
• Advice should be in writing to remain accountable.
• Having great attention-to-detail so our customers don’t need to.

Personal:

Prior to Financial Planning (before 2008) I worked in the Automotive industry across Ford, Mazda, Jaguar and Land Rover. I cycle and have been fortunate to ride for the Tour De Cure Cancer research fund raising between 2017 and 2022.

I would love to assist so please connect on 0418 571 555