What you are trying to achieve will influence the type of investments that suit you. Harness Financial Services will take the time to understand your goals through a personal interview, taking into account your current situation, investment time frame and risk profile through a thorough analysis.
We will then develop our strategies to meet your goals through harnessed outcomes with honest communication.
At Harness Financial Services we believe in providing you with easy and convenient investment options. BT Wrap is an investment service available to Harness Financial clients that wraps around your investments offering you a single point of access to a range of well-researched managed funds and shares. It also enables you to view all of your Wrap investments in one report as well as generating one easy report at tax time.
The Private Portfolio Management service is a dedicated portfolio managed service tailored to your own preferences and needs. The service provides professional and tax effective management of your investments.