Harbour Wealth

At Harbour Wealth, we take up every opportunity we can to actively participate in our industry, by sharing our knowledge and past experiences! Well done Melissa Dyer, CFP®! 💙 #investments #harbourwealth

Our very own Skye Kelly CFP® has been announced as one of South Africa's top 50 Independent Financial Advisers for 2024! This incredible recognition is a testament to her dedication, expertise, and the hard work she’s put in this year. Congratulations, Skye! We’re so proud of you and all that you’ve achieved! Citywire South Africa Citywire SA Adviser

Our Harbour Highlights for Quarter 3 is out! We’re thrilled to report a strong return of 10.46% in USD this quarter, for our Global Growth investment strategy (offshore). The Harbour Highlights includes our outlook for the next 12 months, unemployment rates, market indicators, and offers other valuable insights. Keep a look out for the Harbour Highlights video too, and let us know what you think! #Quarter3 #FinancialHighlights #MarketInsights #HarbourWealth

Our Harbour Highlights video for Quarter 3 is officially out! We’re thrilled to report a strong return of 10.46% in USD this quarter, for our Global Growth investment strategy (offshore). The video includes our outlook for the next 12 months, unemployment rates, and offers other valuable insights. Keep a look out for the full PDF version of the Harbour Highlights, or feel free to reach out so we can send it to you directly. Let us know your thoughts! #Quarter3 #FinancialHighlights #MarketInsights #HarbourWealth

Our mission at Harbour Wealth is to educate and empower clients in making informed investment decisions, promoting a proactive approach to ‘wealth care’. We demystify investing through robust client education, aiming to eliminate the fear often associated with financial planning, and the industry itself. Contact us today if you’re serious about securing your financial future. https://bit.ly/3vlNAe8 #wealth #wealthplanning #invest #financialplanning

At Harbour Wealth, we believe in the power of expertise. Just as you wouldn’t handle complex medical procedures without a professional, why navigate the intricate world of finance without expert guidance? Let us take the guesswork out of your investments and give you the clarity and confidence you deserve. Your financial health is too important to do it alone — let’s work together to achieve your goals! https://harbourwealth.com/ #HarbourWealth #financialplanning #wealthmanagement

This week, our team dedicated two days to our Quarterly Investment Committee Meeting, diving deep into our investment strategies, offshore and local market analysis', business strategies and internal projects. It’s a period of intense work and passion, driven by our commitment to delivering better outcomes for our clients. We were also thrilled to celebrate a decade of success with our Model Portfolios! 🌟 A special thanks to our partners who were involved this quarter: Henk Kotze and Kirsty Jacobs from Prescient , Anton Eser and Michelle Aspinall Noth, CFA from 10X Investments, and Prenelle Thambiran, Luthando Mzilikazi, CFP® and Louis Niemand from Ninety One. To our Harbour Wealth Family - your dedication and excellence is truly inspiring. Thank you for always bringing your A-game. Looking forward to the next one! 💙 #investmentcommitteemeeting #harbourwealth #team

This week, our team dedicated two days to our Quarterly Investment Committee Meeting, diving deep into our investment strategies, offshore and local market analysis', business strategies and internal projects. It’s a period of intense work and passion, driven by our commitment to delivering better outcomes for our clients. We were also thrilled to celebrate a decade of success with our Model Portfolios! 🌟 A special thanks to our partners who were involved this quarter: Henk Kotze and Kirsty Jacobs from Prescient , Anton Eser and Michelle Aspinall Noth, CFA from 10X Investments, and Prenelle Thambiran, Luthando Mzilikazi, CFP® and Louis Niemand from Ninety One. To our Harbour Wealth Family - your dedication and excellence is truly inspiring. Thank you for always bringing your A-game. Looking forward to the next one! 💙 #investmentcommitteemeeting #harbourwealth #team

Each year a few of the young Grade 11 men from Hilton College come and spend some time with us, where we share what it is that we do on a day to day basis, the intricacies of Wealth and Investment Management, and some of the life lessons we have learned along the way! Thank you for visiting us and for always bringing positive attitudes into the office - we LOVE having you and hope you left feeling inspired! 🤩 #investmentmanagement #hiltoncollege #inspireothers

…but there are two pots that do 😉 Harbour Wealth is here to help you understand and make the right decisions when it comes to the two pot system, because we know you couldn’t go without Nando's South Africa in retirement! 😋 #twopotsystem #retirement #Nandos