Enabling Prosperity and Wisdom
With the right advice, information that is relevant to your circumstances and the tools to develop your financial know-how over time, you can feel confident that you are on the right path.
Being wealthy is about having choices and Anu Wealth Services aims to help you maximise the choices available to you at all stages of your life.
We see our role to be your trusted adviser, providing you with the tools, education and advice you need to be as prosperous as you can be.
We promise to:
Do what we said we’d do, when we said we’d do it and how we said we’d do it.
Respond to your phone calls within 24 hours, if we can’t take your call straight away.
Take action on your email or letter within 48 hours.
Keep you in the loop regularly with any issue that we’re investigating for you.
Be open and honest.
Answer any questions you have fully and transparently.
Our values
- Integrity - acting honestly, truthfully and consistently.
- Service - outstanding client service.
- Trust - earning and keeping our clients trust.
- Results Driven - helping our clients achieve their financial independence.
- Relationships - strong and long-lasting Relationships with our clients.
- Quality - delivering quality advice that meets our clients needs.
- Transparency - in our services and our fees.
- Environmentally Sustainable - minimising our carbon-footprint and developing an environmentally sustainable business.
The Madison Financial Group
Madison is a boutique financial services firm that is 100% owned and operated by its management and advisers. Access important information about our licensee here >
Harvey James - Founder
Over 10 years experience
Harvey James has over 10 years experience in Australia within the Financial Services industry. Harvey is the founder of Anu Wealth Services Pty Ltd, a financial advice practice with a specialist focus on Corporate Superannuation and group Insurances. Previously, Harvey was with BT Financial Group & Principal Edge Financial Services.
Harvey has a BA (Hons) in Business Studies and has completed his Advanced Diploma in Financial Services (Financial Planning).
Specialist advisor
Utilizing the strong level of industry training acquired at BT Financial Group, Harvey spent the next 7 years working as the Corporate Benefits Manager at Principal Edge Financial Services. Under his leadership, the Corporate Superannuation team grew, further developing his specialist advice skills by supporting over 100 Employers, and their staff, in the complex arena of Superannuation, Insurances and other Employee Benefits.
Harvey brings over ten years of executive experience to the business with a diverse and sound skill set, including P&P, finance, HR, sales, marketing, business development and operations management, based on his core values of outstanding service, quality business relationships and sound advice.
Client advocate
Harvey has built a reputation for being a fierce advocate of his clients, and being one of a select few financial advisers who are equipped, experienced and resourced to deliver Corporate Superannuation services to both Employers and Employees.
Anu Wealth Services Pty Ltd is a proud member of the Corporate Superannuation Specialist Alliance (CSSA). To find out more about the CSSA please visit their website www.cssainc.com.au
