Solutions

We tailor financial solutions to your needs so you can get the most out of your life's journey.

Everyone is different

At Harris Waterhouse Wealth, we tailor our financial solutions to your needs so you can get the most out of your life's journey.

Harris Waterhouse Wealth was established to bring together decades of trusted expertise under one roof, combining the strengths of Waterhouse Wealth Management and Concentric Financial Solutions through the partnership of Andy Harris and Mark Waterhouse.

We pride ourselves on delivering advice grounded in integrity, and we view our client relationships as enduring partnerships built on trust.

Our vision

Our vision is to bring our combined 60 years' experience in wealth management and investment markets to help our clients achieve their goals and aspirations, and to live their best life.

We aim to deliver optimal outcomes to clients, with clarity and understanding.

Investing & portfolio construction

- Personal investments

- Personal superannuation

- Self-managed super funds

- Discretionary trusts

Estate planning

- Wills

- Power of attorney

- Guardianship

- Charitable trusts

Retirement planning

- Super strategies

- Funding your lifestyle

- Income streams

- Tax planning

Our
Solutions

Budgeting & financing

- Cashflow management

- Budgeting

- Debt Management

- Loan structures

Personal Risk Management

- Personal insurance

- Business protection

- Asset protection

Are your looking for professional advice?

We are happy to come and meet with you, if that would make it easier with your own daily demands.

EMAIL US

Harris Waterhouse Wealth Pty Limited ABN 41 059 645 126 is a corporate authorised representative of The Advice Exchange Pty Ltd ABN 55 107 629 194 AFSL 278937

We would love to hear from you

T: 02 8914 4088

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