Advisory & Investment
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:
With over a decade of real, client facing experience, we work
closely with many individuals, businesses and families.
We have expertise and are here to help you with the following financial services:
Tailored Financial Plan
Investment Strategy (Property & Shares)
Superannuation & SMSF
Tax Planning & Advice
Life Insurance & Income Protection
Estate & Succession
Business Structuring & Planning
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.