Jonathan Harris

I create wealth and peace of mind for successful professionals and those nearing retirement by:

• Giving peace of mind with the complexity removed
• Provide confidence with personalised strategies
• Allowing you to enjoy family, friends, health, and retirement now and into the future.

I have

• 13 + years’ experience (7 years with Westpac)
• A Bachelor of Business, a Masters (Financial Planning) and an accredited Certified financial Planner and SMSF Specialist.
• 18 years (former corporate career) predominantly in financial services.

The Challenge

Investing over the long term can be difficult with lots of reasons to stop or change course. Changing legislation and having the time to focus is often not a priority.  This can lead to lack of direction and ultimately mistakes which are hard to recover from.

Our Solution

For your peace of mind, I will listen to what is important for you and what the future holds. Using our ‘7 Step Wealth Creation Framework’, my recommendations will be tailored so you will:

• Have peace of mind with complexity removed,
• Gain confidence with personalised strategies,
• Enjoy life & retirement.

Beliefs

I believe everyone deserves a great retirement and I would really enjoy creating a great experience for you. Relationships are important and you can contact me at any time – I will always be there for you.

• Integrity creates trust and trust is the foundation of success.
• Listen, be approachable & make it easy.
• Share formulas for success to help others.
• Only recommend strategies that we would do ourselves & for our families.
• Be transparent & always call people back.
• Complete forms (where possible) as our customer’s time is valuable.
• Advice should be in writing as we should be accountable.
• Having great attention-to-detail so our customers don’t need to.

Personal

We have four grown children and live on the lower north shore. In my spare time I cycle and follow the Richmond Tigers.

Jonathan Harris Advisory Pty Ltd | ABN 87633672509 | Corporate Authorised Representative No. 1308906

Licensee – Alliance Wealth Pty Ltd | | AFSL No. 449221 | ABN 93 161 647 007 www.centrepointalliance.com.au/fsg/aw