Hartleys Investment Adviser’s understands the need to do much more than just provide investment advice. Helping a client clearly define what they really want to achieve is the first step in our wealth management process.

With the knowledge gained from understanding a clients financial aspirations, the Investment Adviser can assist clients in the development of a financial plan that will put them on the path to achieving their goals. The plan that is agreed upon needs to be managed and reviewed on an ongoing basis and it is the Investment Adviser's role to work with clients to ensure that they continue to move towards those financial goals.

It is the relationship that develops between the client and their Investment Adviser that is the key element of our wealth management process. From the first meeting or phone call, the relationship we develop with every client is based on understanding our client’s particular goals and providing clear, innovative solutions.

This may include creating a balanced portfolio, rebalancing an existing share portfolio, creating a geared share portfolio, protecting and growing existing assets, selecting and funding new assets, maximising liquid investments, tax-effective income, retirement planning, and developing succession plans for our client’s children and family.