What do Cameron Harrison’s Investment Solutions include?

Our Investment Solutions provide strategic, end-to-end investment management tailored to your needs.

Cameron Harrison has a deep bench of experience in asset allocation and portfolio management, which we use to make your investment planning stress-free while giving you control over your wealth. In practice, our Investment Solutions cover everything required to manage your portfolio expertly.

· This includes designing a customised investment strategy (single asset class or multi-asset, depending on your goals), selecting high-quality investments, constructing the portfolio, and implementing robust risk management at every step.

· We handle all the technical and administrative aspects – from asset allocation advice and trading, to performance analysis, reporting, custody of assets, and daily portfolio administration.

· We are benchmark-agnostic and risk-focused – we don’t just track indicies; we actively manage allocations to achieve long-term returns with lower volatility.

Our in-house specialists manage strategies across all major asset classes. For example, we run Australian and global equity portfolios (with rigorous selection criteria for every stock), interest income portfolios of government and corporate bonds, property and real asset investments for inflation protection, and short-term cash or treasury management for large liquid sums.

In short, when you engage our Investment Solutions, you get a fully integrated investment service: we develop the strategy, execute it, monitor it 24/7, and keep you informed, all while aligning the portfolio to your objectives and risk tolerance.

The result is a professionally managed portfolio designed to achieve your wealth objectives with peace of mind.

How does Cameron Harrison manage investment risk?

Managing risk is at the heart of our investment approach – it’s a continuous, proactive process.

We recognise that risk comes in many forms (market volatility, interest rate changes, currency fluctuations, etc.), so we employ a multi-faceted risk management strategy.

· First, we carefully determine your risk profile and investment horizon, often segmenting your investments into different “pools” (e.g. short-term vs. long-term) so that each portion can be matched with an appropriate strategy.

· Second, we utilise proprietary risk analysis simulation technology to model how different market scenarios could impact your portfolio, helping us set an asset allocation that balances growth and downside protection according to your objectives.

Once your portfolio is implemented, our team remains alert and watchful 24/7 – we continuously monitor the portfolio’s performance and risk metrics relative to the defined parameters of your investment mandate.

· If market conditions change or risks emerge, we are ready to adjust the strategy within agreed guidelines.

We also believe in diversification and quality: your portfolio will typically hold a blend of asset classes and investments chosen for their strong fundamentals, which helps cushion against any single point of risk. Importantly, our culture of discipline means we avoid impulsive decisions; instead, we focus on long-term, repeatable success and protecting your capital in adverse times.

All of this gives you the benefit of upside opportunities while mitigating unnecessary downside risk – so you can focus on life, family, and work, knowing your investments are prudently managed.

Learn more about our Investment Solutions services

What do Wealth Management Solutions involve?

Our Wealth Management Solutions deliver a comprehensive, “peace of mind” financial plan covering all aspects of your wealth.

When your financial situation is complex or multi-faceted, we step in to create an integrated strategy that ties everything together.

· This service is about providing you with a well-planned pathway for your life goals, encompassing wealth planning, retirement planning, tax strategy, asset protection, estate planning, and more, all in one cohesive plan.

We begin by helping you clarify your personal goals and identifying any risks or challenges. Through our peace of mind planning process, we’ll devise a bespoke strategy that prioritises your critical needs and outlines a clear route-map to achieve your objectives.

Crucially, Cameron Harrison’s wealth management advice doesn’t consider investments in isolation – we integrate your investment strategy with other areas like superannuation, tax structures, business interests, and multigenerational considerations.

· If you are nearing retirement, we ensure your retirement income plan, superannuation fund, and investment portfolio all work in concert.

· If preserving wealth for future generations or philanthropy is a priority, we incorporate effective estate plans and charitable giving strategies aligned to your purpose.

Our team also provides guidance on tax management (optimising tax outcomes within the law) and asset protection (shielding your assets from unforeseen risks), leveraging decades of experience to anticipate potential pitfalls.

The outcome of Wealth Management Solutions is a holistic game plan for your wealth: one that gives you clarity and control, knowing that every important financial element – from investments to legacy – is being expertly managed as part of a unified strategy tailored just for you.

Do you assist with estate planning and intergenerational wealth transfer?

Yes. Planning for the smooth transfer of wealth and the protection of your family’s legacy is a core part of our Wealth Management Solutions.

We understand that family wealth transmission requires balancing financial efficiency with personal dynamics. Our advisers help you develop a thoughtful estate plan, including wills, trusts, and structures that ensure your assets go where you intend in a tax-effective manner.

· We also facilitate family discussions and frameworks (such as family constitutions or governance charters) to manage intergenerational issues.

With a unique combination of technical know-how and empathy, we guide families through questions of inheritance, business succession to the next generation, philanthropic legacies, and preparing heirs for future responsibilities.

· Whether you need advice on setting up a family trust, updating beneficiary arrangements, or educating the next generation about stewardship, we are here to ensure your family’s wealth is preserved and effectively handed down.

By approaching these conversations early and holistically, we help prevent common pitfalls (like disputes or unclear directives) and instead create a roadmap so that wealth passes seamlessly, in line with your values.

Learn more about our Wealth Management services

What are Specialist Advice Solutions?

Specialist Advice Solutions are our suite of technical advisory services for complex, one-off or specialised challenges in your business or personal wealth affairs.

Cameron Harrison brings over 40 years of experience advising business owners and their families, which means we’ve encountered and solved a wide range of sophisticated financial scenarios.

Through Specialist Advice Solutions, we provide integrated strategic and technical advice in areas that often go beyond traditional investing. This can include:

· Business structuring and planning: How to optimally structure a family business or extract capital for personal diversification.

· Succession and exit planning for business owners: Ensuring a smooth transition or sale of the business on your terms.

· Family business consulting: Managing the interplay of family and business interests.

· Governance advisory: Helping set up family governance frameworks or boards.

We also offer technical guidance on taxation structuring, complex asset protection strategies, estate and trust structures, and even philanthropic planning for those looking to establish charitable foundations or giving programs.

Essentially, if you face a complex financial question – be it preparing a business for sale, navigating a major investment project, or solving a multi-faceted family wealth issue – our specialists can help. We collaborate with your other professional advisers (lawyers, accountants, etc.) and leverage our own network of vetted specialist providers to ensure you get conflict-free, top-tier advice in each technical area.

The outcome is a coordinated solution that addresses the issue at hand while complementing your overall wealth strategy. Our Specialist Advice Solutions give you access to high-level expertise and a “big-picture” perspective, so even complex problems can be untangled and managed with confidence.

Can Cameron Harrison help with business succession and transition?

Absolutely. Assisting business owners with succession and transition planning is a key part of our Specialist Advice offering.

We understand that planning an exit from your business – whether through sale, succession to family, or management buyout – is one of the most significant decisions you’ll face. Our approach is to start by understanding your goals: do you want to sell to a third party, pass the business to children, or perhaps step back and let professional management run it?

Once we have clarity on your vision, we develop a tailored plan that covers all angles of the transition.

· This often involves exit strategy consulting (e.g. preparing the business for sale to maximise its value, identifying potential buyers, or structuring a buy-sell agreement).

· If a family succession is intended, we help set the groundwork for the next generation: governance policies, training or mentoring plans for heirs, and fair treatment of family members both inside and outside the business.

· We also address the financial implications: ensuring you extract the wealth you need from the business (e.g. through a tax-efficient sale or buyout), and that the proceeds are integrated into your personal investment strategy.

Importantly, our advice is integrated with your broader wealth plan – we consider how the business succession impacts your retirement income, estate plan, and family dynamics, so nothing falls through the cracks.

· By leveraging our decades of experience with business owners, we help you avoid common pitfalls and emotional traps in succession.

The end goal is a well-executed transition where your business continues to flourish under new stewardship (or is liquidated at a great price), and you step into your next chapter with financial security and peace of mind.

Learn more about our Specialist Advice Solutions services

What are Significant Wealth Owner Solutions?

Significant Wealth Owner Solutions are bespoke, family office-style services for individuals or families with substantial, complex wealth.

Once wealth reaches a certain scale, the number of moving parts – investments, businesses, structures, properties, family interests – grows dramatically. Cameron Harrison’s Significant Wealth Owner Solutions are designed to simplify this complexity and provide integrated oversight across all aspects of a significant wealth enterprise.

· Typically, this service is suited for business owners who have sold or grown a company, family offices, significant investors, or multi-generational families managing a large p

We act as a strategic adviser and coordinator, ensuring that every element of your wealth is operating from strong structural and technical foundations.

What does this mean in practice?

It means we help you articulate a unified wealth strategy that aligns with your family’s goals and values. Our role is to serve as your trusted family adviser, helping orchestrate the many facets of your wealth so that they function seamlessly together – allowing you to focus on your family’s mission and legacy, while we help manage the complexity.

· Our team can advise on everything from business succession to the enhancement and protection of your investment portfolio, philanthropic initiatives, and generation-to-generation planning for your heirs.

· We often put in place governance structures (e.g. creating a family charter or establishing an investment committee) to bring order and clarity to decision-making across the family group.

· We also provide comprehensive operational oversight: through consolidated reporting systems, we give you a clear view of your total wealth and performance, covering all asset classes (listed securities, private equity, real estate, alternatives, etc.).

Essentially, Significant Wealth Owner Solutions deliver a holistic wealth management platform tailored to you as a significant wealth owner. You get access to our full range of services (investment management, wealth planning, specialist advice) wrapped into one cohesive offering.

Our role is to serve as your trusted family adviser, helping orchestrate the many facets of your wealth so that they function seamlessly together – allowing you to focus on your family’s mission and legacy, while we help manage the complexity.

How do I know if I need Significant Wealth Owner Solutions?

If you find that your financial world has grown complex or unwieldy, then our Significant Wealth Owner service can add immense value. It is essentially our answer to “I need a family office, but where do I start?”

Clients who choose this service often reach a point where managing the managers (coordinating accountants, lawyers, bankers, etc.) and keeping track of everything becomes a full-time job in itself.

· For example, you have multiple investment accounts, perhaps a family business or a recent liquidity event, trusts for your children, philanthropic endeavours, and maybe advisers in different specialties.

We step in to untangle that web.

Through our 15-factor FaBrs™ framework (developed from our 40+ years of advising business families), we can systematically assess every facet of your wealth and identify gaps or areas for improvement – be it in strategy, structure, or oversight.

· If terms like governance, succession, family charter, consolidated reporting have started to enter your vocabulary, it’s a sign you may benefit from this higher-level service.

Engaging us in a Significant Wealth Owner capacity means you’ll have one central, trusted point of contact that coordinates all aspects of your wealth management.

· This not only reduces stress and ensures nothing falls through the cracks, but it often uncovers new opportunities – for instance, more effective tax structuring across entities, or a clearer family investment policy that everyone agrees on.

In summary, if your wealth situation is complex and multi-dimensional, our Significant Wealth Owner Solutions provide the integrated framework and expert guidance to manage that complexity and keep your wealth strategy on solid ground for generations to come.

Learn more about our Significant Wealth Owner Solutions services