Our inter-advisory team is based on an innovative client-centric approach.

Gathering Process

Collection of data and information. Discovering who you are.

Examination of Information

Putting ourselves in your shoes by identifying your goals and understanding any obstacles.


Proposing and giving direction to viable solutions which will allow you to make the right choice for the long term.


Here we put your decisions and choices in motion to move towards your goals.

Continuous Assessment

Annual review with the intent of making any change if and when necessary.


Planning is the key to success. Wealth Harvest Group has your best interests at heart.