An Introduction
Harbour Investment Partners is one of Australia’s pre-eminent wealth management firms. Founded in 2011 and serving high net worth individuals, families and institutions, we are dedicated to enhancing the lives of our clients through meaningful wealth management and the highest level of personal service.
TRACK-RECORD
15+ years in investment management
ASSETS UNDER MANAGEMENT
Increases Year on Year
Collectively, we operate a employee performance fee structure so our interests are the same
FIXED INCOME
The broad and growing appeal of fixed-income investments has caused an explosion in the type and range of products available.
Widely recognized by our clients for providing exceptional client service
Private and public investment strategies
Personalized client experience
Our life revolves around many important areas: your family, career, investments, travels, business pursuits, community involvement, net worth, philanthropy and more. We provide you with a team of professionals overseeing all your wealth management needs and creating value at every touchpoint to bring your version of success to life. As changes in your life occur, we are there alongside you to review and advise as your objectives and goals evolve.
What you can expect
FINANCIAL WELL-BEING
We help you understand your complete financial picture through a combination of thoughtful and extensive financial planning and prudent investment management. We provide the support you need to ensure that your wealth plan is aligned with your goals and aspirations.
FAMILY FOCUS
We encourage the engagement of your entire family in our relationship by providing insights to the next generation while fostering financial stewardship through educational events, seminars and wealth planning resources. We take pride in delivering an unparalleled client experience; many of our client relationships go back decades.
EVENTS & INSIGHTS
At Harbour Investment Partners, you’ll have unfettered access to experts who are regularly sought after by the world’s most prominent media outlets for their insights on trends in global markets and the economy. Our quarterly updates will include our market and economic research to keep you and your family informed.
CONTINUOUS EVOLUTION
We continue to evolve from a traditional investment management firm to a full-service wealth manager to simplify your life by advising you on all your financial needs, portfolio advice to your philanthropy and estate planning.
You can be confident knowing your money will be invested in the same strategies as ours.
Aligned Interests
Invested With You
We offer a performance reward to our employees so our incentives are aligned.
Transparent Fee Structure
Our simple fee structure is free of any incentives that might get in the way of putting your interests first.
Our Clients
Families, business owners, professionals, academics, athletes, visionaries, institutions, the next generation of investors, and beyond.
Our clients drive industry, societal change and shape our country. We serve a highly diverse group of clients, all with specific personal goals, lifestyles and risk tolerances. We excel at taking care of their wealth so they can pursue their passions and inspire others.
Whether you’re growing your family, retiring, navigating a marital change or creating a blended family, our wealth strategies meet you where you are in your life.
We educate and empower the next generation of your family to take ownership of their finances.
We provide comprehensive wealth planning with a focus on protecting personal assets, building security and independence for business owners and entrepreneurs.
