Families with Complex Needs

Many families have considerations and require coordination that goes beyond services that most wealth management firms can deliver.

How we can help.

We help wealthy families coordinate all aspects of their busy financial lives so they can focus on the most important things.

They can take comfort knowing we have the time, access, and expertise to address every aspect of managing their wealth—now and for future generations.

Besides sophisticated investment management, our family office services include coordinated estate and wealth planning, tax planning and compliance, insurance advisory, family governance, consolidated reporting, and bill-paying solutions.

Funding Life Goals

From retirement planning to education funding, eldercare considerations, and legacy planning.

Hargreaves Financial Pty advisors work with their clients to understand their most urgent concerns and create custom financial strategies to set them on the right path.

Investment Management

A financial plan is only as good as the investment engine that powers it.

Hargreaves Financial Pty builds, manages, and monitors investment portfolios for clients that are tailored to their personal risk tolerances and designed to help them achieve their financial and life goals.

Risk Management

Protecting against unforeseen events is a critical part of a well-crafted plan.

Hargreaves Financial Pty helps clients identify the many risks they face, stress test their financial plans, and implement strategies to manage risks to their lives, goals, and plans.