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We have a genuine interest in our clients and we are there with experience and advice when our clients need us most. To find out more about what sets us apart, click here
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We are able to provide a wide range of customised accounting and financial planning services to our clients to help them understand and grow their businesses. To find out more about our range of services, click here
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With firsthand experience in a range of businesses and investments, Christopher Harris and his team are able to provide you with timely and relevant advice. To read more about the C.T. Harris & Company team, click here
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Harris Financial Planning can assist you to establish and maintain an investment portfolio which is tailored to your personal situation and objectives. To find out more about our Financial Planning services, click here
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We have clients in a wide range of industries including construction and contracting, primary production, manufacturing, professional services, property development and retail. To find out more about our clients and what they say about our services, click here
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We have a wide range of calculators and links which are available to estimate income tax, stamp duty, loan repayments, etc. To access these calculators, click here
Financial Planning
What is Financial Planning and how could it benefit me?Financial Planning is the process whereby an individual moves towards meeting personal and financial goals through the development and implementation of a comprehensive financial plan.
This ensures that your personal and financial goals are clearly identified and that a plan to achieve these goals can be established and implemented.
An articulated financial plan allows you to make sure you have a diverse portfolio so all of your eggs don’t end up in one basket. It also makes it easier to monitor your financial progress towards your goals.
A comprehensive financial plan will match recommended investments with your individual risk profile and provide diversification across the five main asset classes:
- Cash,
- Fixed Interest,
- Property,
- Australian Shares,
- International Shares
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Level 5,
130 Victoria Parade
PO Box 92
Rockhampton
Qld 4700 Australia
Telephone: 07 4927 8822
Facsimile: 07 4927 3511
Email: admin@ctharrisco.com.au
