Harvard Wealth

Harvard Wealth is a financial advisory firm founded by Chester Macdonald, who has four decades of experience in financial services. Macdonald began his career in 1980 and obtained his first license in 1986. From 1996, he worked at RetireInvest in Rockhampton, becoming a senior adviser over 12 years. He is an Authorised Representative (Number 264702). Harvard Wealth Management Pty Ltd is a Corporate Authorised Representative (Number 331417). The firm specialises in retirement planning and also provides estate planning.

Initial advice at Harvard Wealth in Berserker is described as honest, genuine and helpful, with Chester named directly for the quality of that guidance. Feedback also thanks Chester and the team, indicating that the support extends beyond a single adviser. The practice covers financial consulting, investment services and superannuation consulting, and a client was sufficiently satisfied to pass the recommendation on to friends and family. Appointments are available on weekdays from 08:30 to 17:00, with a shorter Friday.