At Harris Fraser Australia Pty Ltd our mission is to deliver comprehensive ‘stewardship’ of your financial house, providing you with certainty of outcome and peace of mind for this generation and the next. We work to instill in our clients a certainty about their financial future by providing exceptional stewardship of client families’ financial affairs.
Exceptional stewardship of your financial house is measured by the value delivered to you and or your family. Harris Fraser delivers the best all-round private wealth solution across the Asia-Pacific, as a leader in grass-roots financial planning, private banking and asset & tax structuring. We provide our clients a certainty about their financial future that inspires them to be advocates of our services.
Harris Fraser leads the financial services revolution by expanding into other larger markets with partner offices in Hong Kong, Bahrain and Shanghai, keeping abreast of market movers that impact wealth. We offer product agnostic, hand-crafted written financial advice tailored to the individual. We aim to reinvent the private wealth industry with revolutionary technology, and deeper lower client to adviser ratios.
Harris Fraser is defining the future of family based and values driven advice. Exceptional financial stewardship of client families’ financial house and inter-generational wealth transfer is our mainstay. This is measured by the value delivered to our clients. Providing comprehensive stewardship of your financial house, leading to certainty of outcome and peace of mind.
What We Value?
Both individually and as an organisation we value relationship with God and people. Our key relationship is with our client, hence we put relationship with our client above a process or profit focus. Hence always doing what is best for our clients ahead of our own interests. By doing this we achieve the best outcomes for our clients and they stay committed advocates who refer our services to others we can help.
Trust is the foundation of our relationships, key to this is the integrity we demonstrate through what we do and what we choose not to do. We understand that without integrity trust cannot exist and hence we act with honesty and integrity at all times. We display integrity through high standards of behaviour, ethical processes and ethical dealings with all with whom we come into contact, including our clients, partners, providers, the broader industry and each other.
We are innovative as an organisation and as individuals. We help our clients generate and accumulate long term wealth. We help our clients leave a legacy to the next generation. We are intentional and prudent in all our activities with an aim of wealth preservation.
Professionalism & Knowledge
Our qualifications and ongoing professional development mean that we understand the latest rules and how they work. Our years of experience and expertise allow us to explain all this to you clearly and plainly. Having clients’ best interest at heart we will help them attain the benefit of implementing our advice. Clients benefit from our knowledge and experience, our professional services, people and processes.
Our Offer to You
We the team at Harris Fraser take great pride in our ability to ‘taylor’ strategic solutions to achieve the best results possible for our community of clients. Our ability to relate with our clients at a deeper level and our many years of experience makes this ‘tailored outcome’ the natural end result of the proven process we follow. New clients, often comment on “how well we understand them” and how they now have a better understand of their own financial position and a sense that we will help them achieve their financial goals and aspirations.
Our initial meeting is all about getting to know you and seeing how we can add value to your financial position. In fact, we will only go ahead and design a step by step plan if it is clear that we can add value, that is, – that you will be better off after implementing our advice to you. We will discuss our fees with you and tell you upfront what it will cost. We do not receive commissions from investments that we place for you.
Money is important to people for different reasons, so financial success means something different to each and every client. We help our clients achieve what is important to them about money; we help them achieve the financial milestones of success as defined by them. We measure our success according to the value we deliver to our clients.
Everyone has a different reason for coming to see us and for initially becoming our client. But we expect that each of our clients will come to the realisation that we help create a greater level of financial certainty and hence provide peace of mind that we have it all under control. From our experience, in most cases we add value in these 4 ways:
Our advice will save you time.
Our step by step strategies will give you the confidence and the discipline to achieve your goals and aspirations. We will streamline, simplify and manage your finances, and help you make wise financial decisions. Our advice will save you time.
Knowledge & Experience
Our qualifications and ongoing professional development mean that we understand the latest rules and how they work. Our years of experience and expertise allow us to explain all this to you clearly and plainly. Having your best interest at heart we will help you attain the benefit of implementing our advice. You will benefit from our knowledge and experience.
We will help you replace your income after your working life, we will save you tax, protect your assets, replace your income during your working life, manage and reduce your debts, help you accumulate wealth, make your money work harder for you and protect you and your family from financial hardship or ruin.
Our ongoing relationship means that there will be someone there to take care of it all. Our coaching will help you achieve your personal goals and aspirations. This means less stress, more peace of mind in the knowledge that everything is taken care of and the fulfilment of knowing that you will achieve the outcomes you are after for you and your family regardless of what happens in the world around us.
|Comprehensive Financial Advisory|
|Retirement Planning – Pre and Post|
|Self Managed Super Fund (SMSF) Advisory|
|Family and Business Advisory|
|Portfolio Analytics and Reporting|
|Significant Investment Visa (SIV) Advisory|
|Concierge & Personal Administration Service|
|Manager Search & Selection|
|Investment Policy Advisory|