We're passionate about high-growth and exciting businesses. As you turn your ideas into reality, we're here to take care of your personal finances.
Financial Planning
Creating the personalised financial plans to get you where you want to be.
Succession
Support pre and post business sale to help ensure you maximise value.
Corporate Investment
Help surplus cash in the business work harder until it's needed.
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Wealth Management
Your finance concierge, helping you take care of your finances and investments.
Transition
Support and find new opportunities post business sale in the Harvana family.
Consultancy
From fundraising to ongoing support, if we can't help, we will know someone who can.
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Protection
Personalised financial protection for you, your business and your family.
Legacy
Ensuring a smooth transfer of wealth to your future generation.
Enjoyment
Ensuring you and your families enjoy your hard earned wealth and create new memories.