Slide 1
We care about your big picture
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Knowing you’re protected for what life has in store
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Small business, there is no reason to do it alone
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Enjoying retirement, isn’t just about the money
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Getting together with your parents to prepare for the role reversal

About Us

Harvest Wealth SA provides high-quality financial advice to all our clients. To help us provide this high level of service, we take the time to get to know our clients.

The first step is to understand your goals, aspirations and current financial situation. If you are seeking limited financial advice on a single issue, we'll ask just as much as is necessary to be able to provide appropriate advice. However, if you want a detailed financial plan, we'll conduct a more in-depth analysis of your financial goals, attitude to risk and present financial position – including your income, assets, investments and liabilities.

Before undertaking any work, we will clearly explain the various steps involved in the financial planning process, as well as our fees and charges. We'll also take the time to answer all your questions. If you are happy to proceed, we will then begin working on a plan for you. If part of our advice involves recommending certain products, we will set out in writing our reasons for suggesting those products so you can ensure you are happy with our recommendations before proceeding.

Book a time to catch up!

Videos

Saving for Retirement

Financially smart

Saving for Childrens education

Small Business be financially smart
Saving for special occassions

Our Team

Cheryl Rossiter

Director / Financial Adviser

Authorised Representative of
Fortnum Private Wealth
ABN 54 139 889 535 AFSL 357307
* Adviser Ratings *

Lyn Heaysman MAppFin

Financial Adviser

Authorised Representative of
Fortnum Private Wealth
ABN 54 139 889 535 AFSL 357307

 

Brianna Skewes

Client Services Officer

Katrin Margitich

Administration Support

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