Harbourside Wealth Management Pty Ltd - Cleveland, Queensland

Mick C.

These guys, be it Chris, Jade, Kasey (and the rest of the staff) all have the same agenda.......communication. From our first meeting with Chris, the communication between Harbourside and myself and my wife has been exceptional. As 'older' people this is very reassuring. This group of great people don't talk above your financial knowledge, they explain it in layman terms. If I could give a 7 star review I would. (PS. I love communication, if you haven't noticed).

Susan L.

Our experience with Chris Jones and the team at Harbourside Wealth Management has been nothing short of excellent. From the very beginning, they’ve demonstrated a high level of professionalism and an impressive depth of financial planning knowledge. The information provided has always been thoroughly researched and clearly explained, helping us feel much more confident about our financial future.
Chris is approachable, easy to communicate with, and always accessible when we’ve had questions or needed guidance. Our meetings have been incredibly informative, and we never felt pressured into making immediate decisions — something we truly valued.
The level of customer service has been outstanding, and it's clear that Chris and his team genuinely care about supporting their clients long term. We look forward to a successful financial planning future with Chris and the team.
We now feel reassured and well-prepared, and we highly recommend Chris and the Harbourside team to anyone seeking thoughtful, reliable financial advice.

F M.

Steve and the team at Harbourside Wealth Management have been exceptional in their service. They take the time to explain everything in a clear and concise manner, making complex financial concepts easy to understand. Their advice is consistently followed by proactive and regular communication, ensuring we are always up-to-date and confident in our financial decisions.

We now have peace of mind knowing that our future and retirement strategy are in capable hands. The team's diligent approach keeps us informed about market trends, and we feel assured that our investments are being managed with our best interests at heart.

We are deeply grateful to Steve and the entire Harbourside Wealth Management team for simplifying such a crucial aspect of our future.

Irene M.

Chris gave us brilliant advice and strategic planning to aid us in achieving our retirement goals and beyond. We are now enjoying a stress free, enjoyable retirement under Chris's continual guidance and commitment to our future. The best thing we ever did was switch to Harbourside Wealth Management to look after us.

barbara G.

Having moved from the Gold Coast, to live Bayside, I decided to change my financial planner, to make things easier for myself, best thing I ever did. Thanks Steve and team, for your advice, and all done with a friendly smile. A joy to visit the office.

Julie W.

Steve is very friendly and explains everything in detail. I am very pleased with the results that are showing already. I highly recommend this financial planning company.

Cheryl M.

Thanks Luke for the review meeting. I appreciate that you encourage us to stick to our financial goals in a clear and non judgemental way - presenting options that best suit our lifestyle choices.

Terri B.

This is on behalf of John Berman
I have been dealing with Steve for nearly 4years and in that time I have found the company very professional and i have benefited from his sound advise.