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Our Key Services

Financial Planning

For individuals, couples, families, business owners, executives and other professionals reviewing their full financial planning needs, or who wish to define what their needs and wants will be over the next decade. Harris Fraser Financial Services professionals can assist with all superannuation, investment, wealth accumulation & protection and pre and post retirement planning goals.

Investment Services

Our families have access to all areas of our expertise and skill sets including Asset Consultancy, Investment Consultancy and Portfolio Management. Our focus is on developing the most cost and risk effective investment configuration.

Family and Business Advisory

Defining and establishing of a family governance framework and family business management framework where warranted. Sourcing solutions for the family business such as cross-border structuring and introducing investment partners.

Our Families

Everyday Australians

For families reviewing their full financial planning needs, or who want to define what their needs and wants will be over the next decade, Harris Fraser Financial Services professionals can assist with all superannuation, investment, wealth accumulation & protection and pre and post retirement planning goals. Typically our Mass Affluent Families are seeking to understand the benefits of tailored family financial advice and engage a trusted adviser to educate, coach and execute new strategies on behalf of the family.

Affluent Families

For more established families with defined goals and a clear path to retirement or business outcomes, Harris Fraser Private Wealth Managers will assist in the areas of Self-Managed-Superannuation Funds, Small to Medium Business Structuring, Family Asset Protection, Senior Executive Compensation packaging as well as Business Risk Protection needs. Typically our Affluent Families have an established property and superannuation portfolio, and possibly a long-running business venture. They understand the benefit of outsourcing, financial advice, and working alongside an experienced financial manager and are seeking a more deep service relationship, a greater hands-on and experienced approach, as well as a private family firm that can handle inter-generational wealth transfer.

The Family Office

Our Multi-Family office families typically hold global portfolios generally above $50 million and our Family Office Service allows them to consolidate and maximise their access to flexible global investment exposures and banking alternatives, including global private bank partners, international commercial property co-investments and legal and tax structuring into the next generation. Our Family Office families have access to all our expertise and skill sets including Asset Consultancy, Investment Consultancy, Risk Management, Business Advisory, Cross-Border Consultancy and Portfolio Management. Our multi-private-bank, international trading desk access combined with consolidated risk and portfolio reporting is the starting point for our team to reduce administration and trading costs, while normally reducing risk over time.

Our Services

Services EA AA FO
Portfolio Management
Investment Consultancy
Portfolio Reporting and Analytics
Manager Search & Selection
Investment Policy Advisory
Family and Business Advisory
Retirement Planning / Financial Planning
Self Managed Super Fund (SMSF) Advisory
Significant Investment Visa (SIV) Advisory
Concierge & Personal Administration Service

Services at a Glance

Self Managed Super Fund

Harris Fraser (Australia) provides a low-cost set-up service to make it easy for you to start a SMSF. We even tell you how to do it all yourself, and assist you if you want us to set it up for you, and this includes the Trust documentation (but excludes the financial advice). An SMSF with Harris Fraser (Australia) provides you with an extremely competitive fixed-fee structure with certainty on the costs of operating your Fund.

Portfolio Management

Harris Fraser Australia provides a wide range of services to our client families including; traditional asset management services, advisory services, and discretionary asset management services.

Portfolio Management

Harris Fraser Australia provides a wide range of services to our client families including; traditional asset management services, advisory services, and discretionary asset management services.

Investment Consultancy

Our advisory team assists our clients to more closely achieve their personal and financial objectives through a detailed consultation followed by the provision of ongoing professional advice, strategy and solutions within the context of our client’s particular requirements.

Significant Investor Visa

The Significant Investor visa has been introduced as a new stream within the Business Innovation and Investment (Provisional) (Subclass 188) visa and the Business Innovation and Investment (Permanent) (Subclass 888) visa. The purpose of the visa is to provide a boost to the Australian economy and to compete effectively for high net worth individuals seeking investment migration. Migrant investors will be required to invest AUD5million into complying investments for a minimum of four years before being eligible to apply for a permanent visa.

Significant Investor Visa

The Significant Investor visa has been introduced as a new stream within the Business Innovation and Investment (Provisional) (Subclass 188) visa and the Business Innovation and Investment (Permanent) (Subclass 888) visa. The purpose of the visa is to provide a boost to the Australian economy and to compete effectively for high net worth individuals seeking investment migration. Migrant investors will be required to invest AUD5million into complying investments for a minimum of four years before being eligible to apply for a permanent visa.

White Paper: An Examination of the Family Office Model in Major Financial Jurisdictions

This paper discusses family offices from several legal viewpoints and explores laws relating to charity being a normal addendum to the operations of family offices (Offices). It was the intention of this paper to focus on Singapore, Hong Kong and Australia, however, where more extensive (and pervasive or updated) literature was found (e.g. taxation and charity law), this was highlighted using major jurisdictions such as the United Kingdom and the United States. Of course Privacy law could not be examined, in the context of private wealth management, without touching on Switzerland.
Download White Paper

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