Business Details
Your Trusted Financial Partner in Port Augusta
Harvest Wealth SA delivers high-quality financial advice tailored to individual client needs. We prioritise understanding each client's unique goals, aspirations, and financial circumstances before providing recommendations. For limited advice, we gather essential information to ensure relevance, while comprehensive financial plans involve detailed analysis of income, assets, investments, and liabilities. Our process includes transparent explanations of fees, charges, and the financial planning journey. We document product recommendations in writing to ensure client confidence before implementation. With offices in Port Augusta and Port Pirie, we serve individuals seeking retirement planning, business financial strategies, family protection, and self-managed super fund guidance.Our team of authorised representatives operates under Fortnum Private Wealth, adhering to strict regulatory standards. We maintain a client-centric approach, offering flexible consultation options and prioritising clear communication throughout the advisory process. Our services cater to both personal and business financial needs, with a focus on long-term client relationships. We provide ongoing support to help clients adapt their financial strategies to life's changing circumstances.
Services
Financial Planning
Retirement Advice
Business Financial Strategies
Family Protection
Self Managed Super Funds
Risk Assessment
Investment Guidance
Estate Planning
Tax Effective Strategies
Wealth Management
Highlights and features
- We provide personalised financial advice tailored to your unique circumstances
- Our team conducts detailed financial analyses to create comprehensive plans
- We maintain transparent fee structures and clear documentation processes
- Our advisers hold current authorisations under Fortnum Private Wealth
- We offer flexible consultation options across multiple South Australian locations
Associations and certifications
- AFSL 357306
- ABN 54 139 889 535
Services
Financial Planning
We create tailored financial plans considering your income, assets, investments, and liabilities. Our process involves understanding your goals and risk tolerance to develop strategies for long-term financial security. We provide ongoing support to help you adapt to changing circumstances.
Retirement Advice
Our retirement specialists help you prepare for life after work through comprehensive pension strategies. We analyse your current financial position and develop plans to ensure financial comfort during retirement years. Services include superannuation optimisation and income stream management.
Business Financial Strategies
We assist business owners with financial management strategies tailored to their specific industry needs. Services include cash flow management, investment planning, and succession strategies to ensure business continuity and growth. Our advice helps owners make informed financial decisions.
Family Protection
Our protection plans safeguard your family's financial future through tailored insurance solutions. We assess your needs to recommend appropriate life, disability, and health insurance products. Our approach ensures adequate coverage while maintaining affordability.
Self Managed Super Funds
We provide specialist advice on establishing and managing self-managed super funds. Our services include fund setup, compliance guidance, and investment strategy development. We help clients understand the responsibilities and benefits of SMSF management.
People
Cheryl Rossiter
Director / Financial Adviser
Cheryl is a qualified financial adviser with extensive experience in personal financial planning. As director of Harvest Wealth SA, she leads the team in delivering tailored financial solutions to clients across regional South Australia.
Maddison Welsh
Client Service Officer
Maddison supports clients with their financial inquiries and administrative needs. She plays a key role in maintaining client relationships and ensuring smooth communication between advisers and clients.
Brianna Skewes
Client Service Officer
Brianna assists with client onboarding and documentation processes. Her organisational skills help maintain efficient operations within the firm while providing support to both advisers and clients.
Rhys Bavington
Client Service Officer
Rhys provides administrative support to the advisory team and helps coordinate client meetings. He ensures clients receive timely assistance with their financial planning needs.
Questions
What financial services do you specialise in?
We specialise in retirement planning, business financial strategies, family protection, self-managed super funds, and comprehensive financial planning tailored to individual needs.
How do you charge for your financial advice?
We provide transparent fee structures before starting any work. Fees vary depending on the complexity of your financial situation and the level of advice required.
Can I book a consultation at either office location?
Yes, we have offices in both Port Augusta and Port Pirie. You can book appointments at either location based on your convenience.
Are your advisers qualified and accredited?
Our advisers operate as Authorised Representatives of Fortnum Private Wealth under AFSL 357306, meeting all regulatory requirements for financial advice provision.
What documentation should I bring to my first meeting?
We recommend bringing recent financial statements, existing insurance policies, and any specific documents related to your financial goals to help us understand your situation better.
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