Hard Line Wealth | Businesses

Hard Line Wealth

Phone: +61 417 028 404

Add/Update information

Reviews

Tags

• Businesses
• Financial service
• Finance

25.01.2022 MEET THE TEAM: Financial Adviser and Managing Partner - Cody Harmon Codys background in financial planning and his gift for critical thinking to increase clients net worth over time make him a talented and exceptional adviser. He has seen first-hand how incorrect financial advice brought financial stress to his parents, and this drives him to make sure his clients receive only the best advice for their needs.... His skill as an adviser was nationally recognised in 2016 when he became the youngest ever winner of the FPAs AFP Australian Financial Planner of the Year. Cody also has numerous other academic awards, and has even created content for Griffith Universitys Masters in Financial Planning degree.

25.01.2022 There is no better time to start, than right NOW! Grab a piece of paper, and scribble down those goals youve only ever envisioned of achieving. Research and find out what you have to do to achieve them, start implementing processes, and work damn hard to make these goals become your reality. Dont stop until youve reached the level of success you desire. The mastermind Jay Shetty once said If you dont make sacrifices for what you want, what you want becomes the sacrifice. So ask yourself this, what did you do today to achieve your goals?

24.01.2022 "Money is only valuable to the point where it allows us to enjoy a life that is full of all those things that you love." A great read by our very own Nat Daley.

24.01.2022 Happy Friday everyone We hope you all have a safe and enjoyable weekend with your family and friends #happydance

22.01.2022 Our vision at Hard Line Wealth is to be the best financial decision you will ever make. We aim to do so by helping you make smart decisions with your money and get financially well organised. We help remove financial stress from your life and give you time. Time is one of the most precious commodities we have, dont waste it

16.01.2022 We love receiving Adviser Reviews from our clients here at Hard Line Wealth. Having feedback of all kinds, not only helps us grow and develop stronger as a company, but also on a personal level. This is a review written by a very happy client of Jaydens named Jacqui, and as you can see in her statement the service she received went above and beyond expectations. If you would like to be a part of this review process like Jacqui, we would love to explain the process to you, just ask our friendly Client Manager Amy.

14.01.2022 The first waking hours of a Monday morning are like a fresh new start Youve got a whole new week ahead of you. A clean slate to be able to set new goals and reach new levels of achievement. Embrace your new week with open arms Our amazing team here at Hard Line Wealth always say, Do what you LOVE and you will never have a problem with Monday! And isnt that the truth?

12.01.2022 We believe great financial advice has a profound impact on the quality of life that the Australian families we advise, choose to lead. From one of our inspired families referring our services to another family, or just a Thank you letter/email/message sent through to Amy, our Client Manager. It means a lot to us, as this gives meaning to our vision, to be the best financial decision our clients have ever made. We believe that when we are exceptional, the impact of financia...l advice goes much further than home. Financial planning done well, in its highest order, is undeniably felt in the community too. When people know what they own, why they own it and where theyre going - they are now living life on purpose. And there is an undeniable confidence or pizazz in their life. People who are living life in purpose, bring a sense of certainty to their community, and everything they touch is somehow no longer the same. Nat, our Managing Partner out of the Gold Coast, has been a part of this longboarding club in one way or another since he could walk. And he attributes a lot of his good fortune in life to this club, and the people who make it what it is. We were privileged to be a sponsor for The Evans Head Malibu Classic last weekend. And we look forward to a long relationship with this club, and longboarding in general for the rest of our days

12.01.2022 Our website is now live - check it out at www.hardlinewealth.com.au

11.01.2022 We are thrilled to be named as a finalist for 'Innovator of the Year' in the IFA Excellence Awards under the company awards categories. We dedicate a lot of time and resources to improving the services and efficiency of our business and this recognition means a lot to our team. A special mention to our very own Cody Harmon, who has also been named as a finalist for 'Holistic Adviser of the Year' under the individual categories. The value Cody creates for the people he works ...with time and time again is second-to-none. CC: IFA Magazine

11.01.2022 MEET THE TEAM: Associate Adviser - Jayden Post Jayden brings a unique perspective to financial planning. His technical and strategic approach to the field, along with his tenacity and drive developed as an elite AFL athlete, make him as a highly sought-after adviser.... He believes financial stress is the main reason people stop pursuing their passions and goals. He makes it his mission to remove that stress and empower his clients to live their life by design, not by chance.

10.01.2022 SEEK CAPITAL PRESERVATION // We are investors, not speculators. We aim to protect your capital, building your wealth over time using savings and discipline. ... We rebalance and ensure appropriate diversification that respects your risk tolerance while still achieving your goals.

10.01.2022 ".. Today this opportunity you have. It might not be here next year, the year after next, and it might not be here the year after that. This is the only moment you got. And you better take advantage of this particular moment..". Mondays set the tone for the whole week, and today marks our 7th Monday in office at Hard Line Wealth. Last week, Brad picked up on the point that we always start the week with a motivational video to set the tone for the week and he gets a lot out o...f it, and that we should consider sharing it online. So, without further ado, HERE it is! Happy Monday from all of us at Hard Line Wealth, make it a good one. https://www.youtube.com/watch?v=350F0VsECvo

10.01.2022 Our very own Cody Harmon was recently named as a finalist for 'Holistic Adviser of the Year' in the IFA Excellence Awards under the individual categories. "What it means for me personally to be a finalist for Holistic Adviser of the Year is that it demonstrates that I do not simply have a narrow focus when it comes to providing advice for my clients. Lateral thinking is one of my strengths, and I can pull together specialists with myself to help create synergistic solutions to complex problems for clients." CC: IFA Magazine

09.01.2022 This is why we do what we do. At Hard Line Wealth one of our values is family and we love it when our clients achieve their goals. We were privileged to meet Natasha Hitas little girl Indie. On Monday we were able to celebrate this and helping advise her to effectively buy her home in Melbourne. Well done Natasha as we move onto the next milestone

07.01.2022 One of the best investments you will ever make is the investment in yourself. Invest in your health Invest in your family and relationships... Invest in your knowledge Our advisers have invested the last 3 days in Sydney, to learn and collaborate with some of the most talented people in the profession. At Hard Line Wealth we are relentless in our desire to learn and become better people and better advisers.

07.01.2022 MEET THE TEAM: Financial Adviser - Nat Daley Nat is a formidable financial planner who knows that the planning process is the true secret to success. His solid investment background is the reason clients seek him out. His results are why they trust him.... Nats investment strategy isnt restricted to money. He invests in new knowledge, he invests in building relationships, and most importantly, he invests in his clients so they can achieve their dreams. He believes that if you want something enough, you will make it happen.

06.01.2022 Putting your wealth in someone elses hands is a daunting idea. But in the right hands, its the best decision youll ever make.

04.01.2022 We are thrilled to be named as a finalist for Innovator of the Year in the IFA Excellence Awards under the company awards categories. We dedicate a lot of time and resources to improving the services and efficiency of our business and this recognition means a lot to our team. A special mention to our very own Cody Harmon, who has also been named as a finalist for Holistic Adviser of the Year under the individual categories. The value Cody creates for the people he works ...with time and time again is second-to-none. CC: IFA Magazine

03.01.2022 Nat, Cody and Jayden along with their partners Liana, Jess and Breanna, attended a conference with Hard Line Wealths partner Fitzpatricks down in Hobart over the week. We used the conference as an opportunity to continue to develop our technical skills and become better advisers and also set ourselves the challenge of becoming better leaders within our communities. While it was fantastic to rub shoulders and bounce ideas within the most talented group of advisers in the country, it was also an excellent chance to get out and explore the fabulous apple isle with the people we love.

02.01.2022 Two of Hard Line Wealths Partners Nat Daley and Cody Jack Harmon at RB Flinders Christmas drinks. Great entrepreneurial law firm who have assisted our clients and us throughout 2017.

02.01.2022 Our very own Cody Harmon was recently named as a finalist for Holistic Adviser of the Year in the IFA Excellence Awards under the individual categories. "What it means for me personally to be a finalist for Holistic Adviser of the Year is that it demonstrates that I do not simply have a narrow focus when it comes to providing advice for my clients. Lateral thinking is one of my strengths, and I can pull together specialists with myself to help create synergistic solutions to complex problems for clients." CC: IFA Magazine

02.01.2022 One of the most vital things we can do in business is mentor to help university students understand what is required in the real world as opposed to the classroom. One of our advisers Cody Jack Harmon is mentoring Camille Cruz who wishes to become a financial adviser and she has learned a lot in 3 sessions alone. There is a massive difference between what is taught in the classroom and what is done in practice. Happy Friday everyone!

02.01.2022 Please welcome Artem Artem is our first Griffith University Work Experience Student at Hard Line Wealth. He had his first day yesterday in the Coolangatta office and will be helping us out a couple of days a week for the next trimester. Looking forward to getting his brain in the room and putting our theory to the test.. You dont hire smart people and tell them what to do, you hire smart people to tell you what to do"..

01.01.2022 What does living the dream mean to you? The Financial Planning Association of Australia (FPA) has come up with some great research as to what living the dream means to every day Australians. And the results are interesting to say the least.. Having the lifestyle of my choice comes in first place, followed by Having financial freedom and independence, then Having safety and security, then Owning a home, then Having a family and finished with Pursuing hobbies... and interests. This is the beautiful thing about humanity - there is no accounting for taste! For whatever dream you are chasing, we believe that we can help you make it a reality. Get in touch with us to discuss what you need help with, lets find your hard line today.