We provide advisory & investment services to clients from diverse backgrounds and financial standing, from those just starting out on their financial journey, through to complex family units requiring inter-generational wealth and succession planning. We specialise in the following areas:
Senior Consulting Lawyer
Lloyd has worked closely with my clients for a number of years, and is also my family's Financial Adviser.
Lloyd has learned his craft well, and importantly is a very ethically and morally grounded person.
I have no hesitation in recommending Lloyd Harris as your Financial Adviser.
Senior Investment Manager
I have worked with Lloyd as both a colleague at Ord Minnett, and an external adviser we continue to work with. Lloyd is my personal adviser with respect to financial planning matters and personal insurances.
I have met many Financial Advisers over the years, with Lloyd being amongst a (very) select few that I would strongly recommend.