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Harvey James

Anu Wealth Services Pty ltd
Financial Planning

Contact Information:

Bronte, New South Wales 2024
Australia

Years in Business:

 

3

About My Business:

 

Anu Wealth Services Pty Ltd is a financial planning practice that serves individual clients and corporates. With more than 10 years experience in the Australian Finance industry, Harvey James is passionate about delivering quality advice and outstanding service, based on the needs of the client. We offer a full range of services for individuals including growing your wealth, risk management, retirement planning and estate planning. We also assist our clients with Self Managed Super Funds. We support corporate clients to manage their super and insurance benefits for their staff in the Employee Benefits space. Our preference is to operate on a Fee for Service basis for all investment advice.

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