For many people the need for quality wealth management advice is critical. They may not have the time or not have the expertise to successfully manage and administer their investments on their own.
Hartleys is 100% owned by its employees, which means our Investment Advisers will provide professional advice to our clients and serve their wealth management requirements when making recommendations regarding financial products as an "owner" of our business and not just an employee.
Hartleys Investment Advisers can offer a full range of products and services including personal investment and superannuation advice, stockbroking, quality market and corporate research information, balanced investment choice, a range of financial planning products, portfolio management and administration.
Personal service, tailored to your individual needs and objectives, is what Hartleys can provide as a “full service” investment house. The relationship that develops between you and your Investment Adviser is the key element of our wealth management process.