Wealth Management

Cameron Harrison's Wealth Management team is the culmination of decades of experience in financial advice.

Our Expertise

We’re experts in assisting and managing wealth for business owners, private investors and their families, and not-for-profit organisations.

Our sole focus is on giving clients the tools to achieve their goals.

 

We provide specialist strategic and technical advice across:

  • Investment management
  • Tax management
  • Asset protection
  • Estate planning and intergenerational wealth strategies
  • Business owner planning
  • Philanthropic and not-for-profit strategies
  • Family and corporate governance, and
  • Estate administration

 

We offer separated or integrated services. Contact us to see how our unique service proposition can optimise your wealth.

Our Services

Core Attributes

Direct Investment & Ownership

Provides complete transparency and accountability of investment management.

Proven Investment Managers

Cameron Harrison Managers have decades of proven experience as economically focused equity and multi asset class managers.

Partner - Led Client Service

Personal client management and service, which is multi-faceted and Partner-led.

Strategic Planning

Integrated planning which incorporates economic management with tax effectiveness and asset protection.

Integrated Service Delivery

Delivery of these services within a simple, fair and reasonable cost framework.

Service Elements

PLANNING
  • Undertaken at the start of an engagement and again as required.
  • ‘Plan for Peace of Mind’ process
  • Issue identification
  • Business Planning
  • Strategic Planning
  • Tax & Asset Protection Planning
  • Estate Planning
COMPLETE SUPERANNUATION SOLUTION
  • Your own Super Fund
  • Includes Fund compliance (accounting, tax return, audit)
  • Two variants:
    – Self Managed (SMSF)
    – Small APRA Fund (SAF)
COMPLETE INVESTMENT SOLUTION
  • Trusts, Individuals or Super Funds
  • APRA-regulated custodian
  • Compliance by client’s own Accountant
MANDATES
  • Placement into a Cameron Harrison Multi Asset Class Strategy
  • Direct investment in Cameron Harrison Strategies
    – Australia
    – United States
    – United Kingdom

Peace of Mind

Our significant experience in advising and helping clients manage these matters, often with much complexity, is fundamental to our clients being able to achieve ‘peace of mind’.

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