Harvest Wealth

Harvest Wealth SA is a leading financial advisory firm located in Port Augusta and Pirie. We are dedicated to providing high-quality financial advice to our clients, tailored to their unique circumstances and financial goals. Our team of experienced and qualified financial advisers take the time to understand our clients' needs and aspirations, delivering personalised financial strategies designed to help them achieve their financial dreams.

Our Services

At Harvest Wealth SA, we offer a wide range of financial advisory services, including:

Getting Smart About Money

Managing your finances can be overwhelming, whether you're saving for a family event, buying a home, planning a holiday, or investing for your future. Our advisers can provide you with the knowledge, tools and guidance you need to make informed financial decisions. We can assist you with:

• Saving for family events
• Saving to buy a home
• Planning for holidays
• Education savings
• Investing
• Savings goals for your short, medium and long term

A budget is an essential tool to manage your income and expenses. Our advisers can help you create a budget that works for you, ensuring your hard-earned money is working as hard as you are.

Running Your Own Business

Running a small business can be challenging, but it doesn't have to be done alone. Our advisers can help you navigate the financial complexities of running a small business, providing advice on business structure, cash flow management, strategic planning, tax planning, and more.

Protecting You and Your Family

At Harvest Wealth SA, we understand that protecting your family's financial future is essential. Our advisers can help you assess your insurance needs and develop a risk management strategy that's right for you. We can assist you with:

• Personal insurance
• Business insurance
• Estate planning
• Superannuation

Self-Managed Super Funds (SMSFs)

If you're looking for more control over your superannuation, a self-managed super fund (SMSF) may be the right option for you. Our advisers can help you set up and manage your SMSF, ensuring you comply with all relevant laws and regulations. We can provide advice on:

• SMSF establishment
• SMSF investment strategy
• SMSF administration and compliance
• SMSF wind-up

What About Retirement?

Retirement planning is essential, but it doesn't have to be complicated. Our advisers can help you develop a retirement strategy that's tailored to your needs and goals. We can assist you with:

• Retirement planning
• Age pension strategies
• Transition to retirement
• Centrelink advice

What is the Third Age and How We Can Help?

The third age is a time of life when people are no longer working full-time and have more time for leisure and personal growth. Our advisers can help you make the most of this time, providing advice on:

• Aged care advice
• Estate planning
• Social security advice
• Investment advice

At Harvest Wealth SA, we're committed to helping our clients achieve their financial goals, no matter what stage of life they're at. Contact us today to book an appointment and start your journey to financial success.