Harding Wealth Management is a boutique financial planning practice based in Willunga, in the heart of the McLaren Vale wine region.
We work with individuals and businesses to establish and achieve their own specific financial aims and aspirations. We do this through the creation, implementation and review of tailored financial strategies.
The service we provide incorporates all aspects of your financial life to ensure they work together and enhance your financial position. We work closely with you to develop and implement a plan designed to build, enhance and protect your wealth.
Having spent the majority of his career as a Financial Adviser in the City Of London, Simon delivers the highest levels of integrity, professionalism and attention to detail that working in the world’s financial capital demands.
Being a boutique practice means we are not owned by, or answerable to, any bank or large financial institution. This enables us to totally focus on your best interests to ensure we can achieve your goals and objectives.
While our experience and technical expertise covers all relevant financial products and planning areas, it’s how we select and combine these that delivers the most value for our clients. This process starts with us asking lots of questions and finding out what’s important to you.
We build a complete view of your financial objectives and create a meaningful plan to achieve your goals using advanced wealth management solutions.