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Meeting Options
Please select the best option to speak with a Financial Advisor.
20 Minute Chat
Whether you're new here or an existing client, if you would just like to book a quick phone or Zoom meeting, select a day and time that works for you. This is a quick, no-obligation conversation to discuss your financial needs and goals. It's an opportunity to ask questions, learn about our services, and see how we can assist you with your financial planning, all in a relaxed and informal setting.
Discovery Meeting
Book a complementary initial financial planning meeting to discuss your current financial situation, future goals and the financial support you need. During this meeting, we explore areas such as retirement planning, debt management, asset protection or investment strategies, and discuss how we can help you achieve your aspirations with a personalised financial plan tailored to your needs.
What Our Happy Clients Say
You can be our next success story!
We have known Harry Hagias for several years as he was our financial advisor at NAB. He was always informative regarding our finances and investments. As we trusted him implicitly, when he moved on from the bank, we followed him. We find him...
Marie Howarth
a week ago
Harry is the experienced professional you should seek to manage your investments and your future financial aspirations. Harry has the industry knowledge to set out all the options in a calm, honest and plain language manner that provides investment...
Pete Hall
a month ago
I am totally at ease with Harry Hagias as my Senior Financial Advisor. He explains everything at a level that sits comfortably with me. His recommendations and reasons for adjustments to my portfolio are walked through in an absolute transparent...
Michael Searle
a month ago
Harry has been looking after my wife and my financial affairs for many years. He is a consummate professional and has assisted our super growth in since rolling it over after retirement. He is thorough and fees are very competitive. He regularly...
Michael Campion
a month ago
Harry was excellent. Turnaround times were great and logistics to what we wanted to do were all aligned with our needs. Very knowledgeable on different industry types and provides great insights to allow us to future plan. Could not recommend any...
Tom Lipetri
2 months ago
Google rating score:
5.0 of 5, based on 9 reviews