Harbour Wealth

21/10/2026

𝐐𝐮𝐢𝐜𝐤 𝐅𝐢𝐧𝐚𝐧𝐜𝐞 𝐓𝐢𝐩: 𝐘𝐨𝐮𝐫 𝐛𝐞𝐧𝐞𝐟𝐢𝐜𝐢𝐚𝐫𝐢𝐞𝐬 𝐝𝐞𝐬𝐞𝐫𝐯𝐞 𝐚 𝐜𝐡𝐞𝐜𝐤-𝐢𝐧 𝐭𝐨𝐨.
You might review your investments regularly, but when was the last time you checked who you’ve nominated as your beneficiaries?

Marriage. Divorce. Children. A new relationship. A death in the family. Even changes to your broader estate plan can mean nominations that once made sense no longer do.

Take a few minutes to review the beneficiaries listed on your relevant policies and retirement funds, and make sure they still reflect your current circumstances and wishes.

It’s a small piece of financial admin, but an important part of keeping your broader financial and estate planning up to date.

Your financial plan should change as your life does and Harbour Wealth can help you here.

12/10/2026

Everything you need to stay informed, in one place.
Have you explored Harbour Highlights yet?
We created it as a dedicated space where you can keep up with the information that matters to your financial journey.
On Harbour Highlights, you can:
• Keep an eye on the latest market performance
• View our investment strategy performance
• Read the latest insights and articles from the Harbour Wealth team
• Learn more about investing, retirement, tax and financial planning
• Catch up on our latest newsletters and updates
• Explore our current structured products
And we’ll continue adding new content, insights and updates along the way.
Think of it as your go-to Harbour Wealth resource, available whenever you need it.

08/10/2026

This , it’s worth remembering that good financial planning isn’t only about investments or how much you have accumulated. It’s about having a plan for the things you can anticipate, and some protection against the things you can’t.

A good financial plan should help you:

• Work towards the life you want

• Protect the people who depend on you

• Prepare for unexpected changes

• Make informed decisions about your money

• Adjust as your circumstances and priorities change

Life rarely follows a perfectly straight line. Your financial plan shouldn’t have to either.

05/10/2026

Quarter 4 is here. Three months left in 2026, and while the temptation might be to start winding down, financially, this is a good time to check in.

Ask yourself:
• Are your investments still aligned with what you’re working towards?
• Has anything changed in your life, income or priorities this year?
• Are there financial decisions you’ve been putting off?
• Is there anything you want to do differently in 2027?

You don’t necessarily need to change your plan. Sometimes the best decision is simply confirming that you’re still on the right track.

Use the final quarter to review where you are, speak to your financial advisor and make sure your plan still reflects where you’re going.

A little financial housekeeping now can make for a much clearer start to 2027.

02/10/2026

Harbour Highlights is now LIVE!

Our new online hub brings together market updates, investment performance, financial insights, educational articles and the latest from Harbour Wealth, all in one place.

Take a look around and don’t forget to subscribe to receive our latest updates straight to your inbox.

28/09/2026

SOMETHING NEW IS COMING.
Think markets.
Think insights.
Think performance.
Think Harbour.
Coming this week - Keep your eyes peeled

25/09/2026

24/09/2026

Today we celebrate the people, cultures, traditions, and stories that make our country what it is. And, of course, we did it in true Harbour style.

The team came together for a braai (as one does) to celebrate our different cultures, where we come from, and the stories that have shaped each of us.

Every family has a different story, and that’s part of what makes our nation so rich and beautiful.

Here’s to celebrating where we come from, what we’re building, and the future we’re creating together.

Happy Heritage Day from all of us at Harbour Wealth.