Individual Investors

Comprehensive wealth planning, risk management, and investments tailored to your risk profile and goals.

How we can help.

We help clients manage their finances so they can focus on the nonfinancial aspects of their lives that are most important to them.

We serve our clients as fiduciaries, which legally binds us to put our clients’ interests ahead of our own.

We develop investment strategies based on our clients’ unique financial needs and goals.

Our decades of combined experience serving as an advisor to pensions, endowments, and foundations provide valuable insights we can apply to our clients’ financial needs.

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.