At Atlas Wealth Advisory, our guiding business principle is to provide an honest and professional financial advisory service to all our clients.
At Atlas Wealth Advisory, we take a holistic approach to Wealth Management. Our experts work to understand your unique circumstances & financial goals.
When armed with the right advice, our clients find themselves in a better financial position to achieve their life goals.
Our Wealth Advisory service encompasses far more than just money management and the placement of investments. We take a holistic approach to your situation, taking the time to really get to know you, your unique circumstances and your goals and ambitions.
Our wealth advisers work closely with our business advisory and tax teams. This allows them to analyse how investment strategies and transactions interact with tax planning and ownership structures to affect both your personal wealth and business.
In doing so we help our clients to make smart decisions about their money and ensure they maintain their chosen lifestyle.
Harry is an Authorised Representative of RI Advice Group, founder & Practice Principal at Atlas Wealth Advisory. He has extensive experience in banking & the financial planning industry for almost 20 years.
He is currently studying a Masters Degree in Financial Planning. He is also a member of the Financial Planning Association & registered with the Tax Practitioner Board.
Harry’s integrity, along with his personal approach and guidance he offers to our clients is widely acknowledged in the community. He has guided countless clients through their financial journey to help them reach their lifestyle goals with simple & practical strategies in each stage of their life.
Harry has developed collaborative relationships and partnerships with key providers in the investment and insurance world, industry experts and market specialists, ensuring the highest levels of compliance and understanding of increasingly complex regulations and legislation.
In his spare time, Harry enjoys travelling & spending time with his wife & 2 children. He is an outdoor enthusiast with a passion in Mountaineering.
Our purpose is to guide clients through their wealth journey by providing simple & personalised financial solutions in each stage of their life.
Continuously improve in the way we provide exceptional service to our clients by providing a clear & simple strategy through their wealth journey.
Embrace technology which will allow us to spend more time with our clients & provide better tools to educate & engage them.
Your strategies will be reviewed regularly and will benefit from our ongoing support and advice. We will stay in touch, ensuring your plan stays up to date as your life changes.
We've compiled a broad range of useful links for your use. These include tax resources, finance, media, Australian government assistance, business and accounting software
Watch our video series to learn more about the value of getting financial advice, how it applies to common life events and how we can help you.
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