Achieving your dreams

 Strategic Financial Planner

What is your true financial position?

What are your life goals and ambitions?

How can you plan to achieve them?

Are you on track for a comfortable retirement?

Are you protected if anything unfortunate were to happen to you?

Who are we?

Harding Wealth Management is a family owned and operated boutique financial planning practice based in Willunga, in the heart of the McLaren Vale wine region. When forming the company we made the decision to use our family name in the title. This is to demonstrate our reputational excellence, and to create comfort and reassurance for all of our clients.

Combining the highest levels of financial planner qualifications, extensive experience and a deeply ethical stance to financial advice, we believe we are able to deliver the quality of advice and service levels that you should demand.

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.

Why us?

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 enables us to totally focus on your best interests to ensure we can achieve your goals and objectives.

We refuse to accept that one product provider can be the most appropriate choice for all your risk management, super and investment needs and therefore “blend” a best of breed solution. As we are neither owned by or answerable to any bank or large financial institution we are able to create tailor made strategies using industry leading research tools.

With access to every retail insurance provider in Australia, industry, retail and Self Managed Super Funds (SMSF) and market leading investment platforms we have an enviable list of provider solutions to suit your specific needs.

What We Do

The Sunday afternoon barbeque answer to this question is: “We provide peace of mind and help people realise their dreams”

This is achieved by working closely with you to gain a full understanding of your current financial position and where you need to be. By partnering with us you will have the resources and skills necessary to ensure you have the right guidance in place.

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.

To discover more about our service please feel free to download and read the FPA Guide to Choosing a Financial Planner.