Harbour Financial Planning

Call us on1300 382 986

Financial advice

At Harbour Financial Planning we are focused on providing personal, professional, ongoing Financial Planning advice and service. We realise the importance of living for now but planning for the future. As areas such as investment, superannuation, retirement planning, Centrelink, personal and business protection can be complicated, we ensure our advice is “down to earth” and easily understood.

Importantly we are committed to providing our clients with ongoing support and assistance for the long term, and we realise that ease of management and quick access to assistance is important in our busy daily lives.

We are able to assist with professional Financial Planning advice addressing the following areas:

INVESTMENT PLANNING

Investment planning is about building your wealth and choosing the investments that are best suited to you.

SUPERANNUATION ADVICE

Superannuation is a tax-effective and valuable savings system that allows you to save for the lifestyle you want in retirement.

PERSONAL INSURANCES

Risk insurance is about protecting your wealth, your loved ones and, if you’re a business owner, your business.

RETIREMENT PLANNING

Harbour Financial Planning will help you maximise your superannuation so you can enjoy a comfortable retirement when you are ready. Whether it is full retirement , transitioning to retirement or looking at your retirement options for the future we can assist to ensure your plans stay on track.

CENTRELINK ADVICE

Centrelink entitlements can make a real difference to your lifestyle, but dealing with Centrelink and the related paperwork can be a nightmare. Harbour Financial Planning offers a comprehensive Centrelink service to take the worry and hassles away.

TAILORED FINANCIAL REVIEWS

One of the most important things about a financial plan is making sure it’s up to date. We review your financial plan at least annually to make sure your investments and strategies are still meeting your needs.

BUSINESS PROTECTION

Protecting a business from an unforseen event happening to a business partner is vital to the continued operation of a business. The ability to implement a succession plan and release equity to those entitled allows for a smooth transition during difficult circumstances. In addition, covering key people in the business to reduce risk and maintain profitability is also extremely important. At Harbour Financial Planning we are able to provide a complete risk assessment to your business and recommend appropriate cover and structures to achieve complete protection for business owners and their families.

GENERAL ADVICE WARNING

Any information on this website is general advice only and does not take into account any person's objectives, financial situation or needs. Please consider your own circumstances and consider whether the advice is right for you before making a decision.

Always obtain a Product Disclosure Statement (If applicable) to understand the full implications and risks relating to the product and consider the Statement before making any decision about whether to acquire the financial product.

Contact Us

Suite 5 / 5 Clarence St,
Bellerive Tas 7018

P: 1300 382 986

DALE KEMP
Director

dkemp@harbourfp.com.au

MATTHEW CLINGELEFFER GradDipFinPlan, CFP
Financial Adviser and Partner

mclingeleffer@harbourfp.com.au

JULIA NOYE DipFP
Compliance Manager

jnoye@harbourfp.com.au

SEAN CLINGELEFFER BBus, ADFS (FP), AFP®
Financial Adviser and Partner

sclingeleffer@harbourfp.com.au

JANE TAYLOR
Administration Manager

jtaylor@harbourfp.com.au

MEEGAN CLINGELEFFER
Client Service Coordinator

meegan@harbourfp.com.au