Great with numbers, Great with people
Sorting out your financial affairs
Advice before you retire
Advice when retirement is imminent
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About Us

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.

Book a time to catch up!

We have an online calendar to allow you to schedule a time that suits you.

Client Wealth Portal

Our Team

Harvest Wealth Staff_Matt Tuohey

Matt
Tuohey
BBus CFP

Financial Adviser
Harvest Wealth Staff_Sam Kernaghan

Sam
Kernaghan
MAppFin

Financial Adviser
Harvest Wealth Staff_Neal Dougherty

Neal
Dougherty
AdvDipFP

Financial Adviser
Harvest Wealth Staff_Lyn Heaysman

Lyn
Heaysman
MAppFin

Financial Adviser
Harvest Wealth Staff_Joshua Janssen

Joshua
Janssen
AdvDipFP

Associate Adviser

Testimonials

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.

Harvest Wealth News

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