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Client testimonials

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We build long-term relationships with our clients, helping them reach their financial goals no matter what stage of life they're at. We'll help you implement your plan and review your progress to keep you on track over time.

Below, some of our clients talk about their experience with us.

 
Steve and I have been looked after by a firm from Melbourne for a number of years but had been hearing so much positive talk in the local community about Lyn Heaysman and how she had given so much of her time to assist our farmers with their hardship in her volunteer role with Sunraysia Rural Counseling Service. Also we were equally impressed with the amount of pro bono work she did and still does trying to help those less fortunate who had found themselves struggling.
Upon meeting with Lyn we felt extremely comfortable and moved our business without hesitation and are now acting as a source of referral to Harvest Wealth.
 
Lyn also has a fantastic team behind her who offer outstanding service and are an absolute pleasure to deal with. We feel as though nothing is too much trouble. 
 
We are always greeted with a great smile and a can do attitude. We know we are in good hands with Harvest Wealth !
 
Cheryl & Steve
 
 
"My wife and I have received financial advice from an adviser based in Melbourne for many years. On retirement we decided to transfer to Matt Tuohey at Harvest Wealth. This has proven a very wise decision as Matt has provided outstanding service and most importantly, is always accessible.”
 
Dennis
 
 
 
We would like to thank the team at Harvest Wealth for the service they have provided over the past years. Prior to our retirement we met with Paul to see if retirement was indeed an option, and we were both quite impressed with his concern and plans for our future.
 
I must admit I had always thought that retirement was about “living on what was left: and it never occurred to me that we could tailor our funds to suite our needs. Harvest Wealth, through Paul, has expanded our thinking regarding what can be done in our “leisure years”, and their competent handling of our retirement portfolio deserves high praise.
 
We would have no hesitation recommending the services of Harvest Wealth to anyone considering financial advice and plans for the future.
 
Barb and John
 

"Our experience with Paul McErvale as a financial adviser has extended over two generations. We have found his personal guidance in relation to planning retirement and maintaining financial assets exceptional. In ancillary matters such as aged care, Centrelink commitments and estate planning, Paul's assistance has been invaluable"
 
Client name withheld upon request
 

Congratulations on your recent award and also to the individual awards, you are all part of a great team and we respect the help and advice that has been given to us.

Regards
Ian and Elaine

 

"Thanks Paul for the big effort with my affairs. We both have implicit trust in your advice and your motives. We really appreciate how you have brought order and clarity to things. It means a lot to be able to approach my non-paid work phase with comfort and confidence. Whilst I finished work contentedly it was not without some trepidation for the unknown. Life contains unknowns and risk, but you have minimised the unnecessary ones for us, and for that we thank you."

Dennis