Straightforward Financial Advice for Retirement

Let us help you navigate your financial planning so you can relax and enjoy life at every stage

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Most people are unclear about what they need to retire comfortably.

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Long term Financial Needs

Australian Road - Travel

Investments

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Family Considerations

  • Brett has been our financial adviser since 1998 and we have always been very pleased with his advice and proactive management of our financial investments, the result of which has enabled our comfortable lifestyle in retirement. We have had no hesitation in recommending friends to HWM over the years and continue to do so. Thank you Brett and the team at HWM.

    Brian & Dotty Knott

  • We have recommended this Company to many people, as over quite a few years we have experienced top class and professional financial advice. Brett and his staff, are always courteous, friendly, caring and always keen to discuss our future financial plans at any time.

    Kathy and Ken M

  • On retirement when you leave the familiar routine of your working day life and you now face the uncharted waters of retirement, what do you look for? For us it was trust and loyalty and those who used a “straight bat”.

    This three-fold cord we found in Brett and Troy, financial planners, whose company Harbour Wealth Management has serviced our retirement portfolio in a professional manner that has met our needs over the last 11 years.

    One example of their care was when HWM went out of their way to expertly handle a complex family matter, much to our relief. Where would we be without them?!! They have kept a professional eye on our financial well-being for which we are very grateful.

    Paul & Ros

  • We have been clients of HWM for many years and we wish to acknowledge our appreciation for the outstanding professional service provided.  The team respect our goals and they thoroughly research investments to meet these goals and provide the detail in an understanding fashion for our consideration.  We highly recommend HWM.

    Yours sincerely,
    Diane and Ken Henderson

  • We have been satisfied clients of Harbour Wealth Management for a number of years. We view Brett and his professional team of Troy, Bec, Elise and Kim as outstanding in their various financial roles within the firm. The firm has been able to navigate us through numerous changing financial conditions confronting us. Professional advice given to us has always been well planned to meet the present and future economic situations we may face. We thoroughly recommend Harbour Wealth Management’s professional approach and quality service.

    Lynn & Kev Cross

  • As a client of a Brett Martin at HWM for the past 6 years, I have always found him & his team professional & friendly. Brett explains things in layman’s terms which helps me understand how my finances are being managed. I would have no hesitation in recommending HWM.

    Roz Dawson

  • My wife and I have been clients of Brett Martin for many years, initially as Bridges and now as HWM. We have always had complete trust and confidence in Brett’s knowledge and advice, even advice on issues not directly related to our portfolio.
    Brett is very personable and easy to talk to. He is a straight talker but he can make you feel relaxed and at ease. He has a great ability to summarise and clarify financial issues and how they impact on our situation.
    We are always made to feel valued clients even though our financial situation is not substantial. Trust has especially grown as our sessions are not only related to our financial and portfolio matters but also involve sharing about family matters and discussions relating to the wider political and economic world.
    Over the years we have had an easy relationship with other members of the team at HWM as well, especially Troy who is only too willing to research and address the plethora of issues that arise within our portfolio and when we need financial advice.
    We would highly recommend their services to anyone seeking good financial advice where their portfolio will remain secure over the longer term, while providing a good return.

    Janelle and Bill Huxley

Harbour Wealth Coffs Harbour Team and Office

We bring experience and knowledge to looking after your finances

At Harbour Wealth we understand that we are all shaped by our experiences and our attitude to money and financial security is formed by those experiences.  Our role as financial planners is to work with ‘you’ to understand ‘you’ and then develop a simple plan that we will help to put in place and monitor over time, so you can have more freedom and choice in your retirement years.

Take the complexity out of your retirement planning:

  • Understand what your long-term financial needs look like

  • Ensure you are confident to save and more importantly to spend

  • Grow your wealth

  • Protect your retirement investments

  • Enjoy this time of your life with peace of mind

Meet the team

Harbour Wealth Coffs Harbour Principal Brett Martin

The Harbour Wealth team brings a significant amount of experience and knowledge to looking after your finances, but more importantly they pride themselves on going the extra mile to ensure the best possible outcome for every client.

As the Principal and Senior Financial Advisor, Brett Martin brings more than 25 years financial industry experience - including banking, stockbroking, funds management and the last 15 as a financial planner.

Together with Troy Young, Elise Foster and Rebecca Mooney, the team provides a regional service for the RI Group, who have been providing financial advice to everyday Australians since 1979.

Our simple approach to
planning for your future wealth:

Initial Meeting(s)

This is where we get to understand your unique situation and future financial goals

Review and assess options

We take all of our knowledge and experience to find the best options that meet your needs and goals

Create a Plan

We pull together the best possible plan and then meet with you to discuss and review all elements of what has been proposed

Implement by our team

We get your plan working for you!

Review & Adapt

We get together to review the performance of your plan and revise or adapt accordingly (at least once per year)

Book a meeting with one of our Advisors

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