At Harvest Wealth in Sunraysia, we believe financial planning is all about developing strategies to help you manage your financial affairs to meet your life goals – and the first step is to make sure you have access to the right advice.
Not everyone loves numbers and sometimes here at Harvest Wealth we take it for granted that we do; but rest assured, we also love working with people, because we know we can make a real difference.
Many Australians resist seeking advice, as if our financial future weren’t just as important as our health or our children’s education. We often decide to let our financial affairs take care of themselves, or leave them to a family member or friend, which is a bit like asking your butcher for advice on vegetables.
Many people make the mistake of thinking that financial advice is just for the wealthy. However, financial advice can help people at all levels of financial health by providing strategies for improving and growing your wealth. It can assist you with making plans for things as simple as a holiday, to something as complex as buying a property, or retiring comfortably.
How we can help
Client Wealth Portal
MattTuohey BBus CFP
Sam Kernaghan MAppFin
Neal Dougherty AdvDipFP
Lyn Heaysman MAppFin
Joshua Janssen AdvDipFP
We build long-term relationships with our clients, helping them reach their financial goals no matter what stage of life they're at. We'll help you implement your plan and review your progress to keep you on track over time.
Below, some of our clients talk about their experience with us.
Steve and I have been looked after by a firm from Melbourne for a number of years but had been hearing so much positive talk in the local community about Lyn Heaysman and how she had given so much of her time to assist our farmers with their hardship in her volunteer role with Sunraysia Rural Counseling Service. Also we were equally impressed with the amount of pro bono work she did and still does trying to help those less fortunate who had found themselves struggling.
Upon meeting with Lyn we felt extremely comfortable and moved our business without hesitation and are now acting as a source of referral to Harvest Wealth.
Lyn also has a fantastic team behind her who offer outstanding service and are an absolute pleasure to deal with. We feel as though nothing is too much trouble.
We are always greeted with a great smile and a can do attitude. We know we are in good hands with Harvest Wealth !
Cheryl & Steve
"My wife and I have received financial advice from an adviser based in Melbourne for many years. On retirement we decided to transfer to Matt Tuohey at Harvest Wealth. This has proven a very wise decision as Matt has provided outstanding service and most importantly, is always accessible.”
Harvest Wealth in Mildura invited us in for a health check on our investment in Superannuation Products they oversee on our behalf. During the course of the meeting with Matthew Tuohey and Joshua Janssen it became apparent to them something was amiss in regard to the New Start Allowance we receive from Centrelink. Correspondence and meeting with Centrelink followed and it was ascertained we had been underpaid for a period of 8 months due to a data error. In a matter of a few weeks we have been back paid for the entire period and are now receiving the correct payment. The one thing I was impressed with both Matt and Josh was their doggedness to do the right thing for us. Of course I have found the experience most rewarding and would recommend Harvest Wealth to people who need financial advice.