We can guide you to financial peace of mind.

Fee-only financial planning & investing for today's professionals.

Let's Get Started

Strategic planning for tomorrow's goals, today.

We help our clients achieve their personal goals and objectives.

Learn How We Help

Taxation strategy to increase your wealth for today & tomorrow.

We help our clients achieve their wealth goals.

Let's Get Started

Ogilvy & Haart are part of a select group of organisations who can provide bespoke strategic wealth solutions. We provide strategic financial strategies where your needs are the only factors that influence our decisions.

Today's Financial Concerns

Here are a few ways we have helped our clients achieve financial success.

What Ogilvy & Haart Can Do For You

Taxation Stategy

Comprehensive and objective strategy for all your taxation questions and needs

Investment Planning

Professionally managed, no cost, and customised to your situation so you can earn a regular income.

Accountancy Service

Complete accountancy service that covers from simple book-keeping to cash flow forecasting

Estate Planning

We can help you consider your financial & asset strategy for the next generation.

About Us

Our advice philosophy is simple — we put YOU first

  • As an independent firm, we do not have a vested interest in specific products or services that can bias our judgement or recommendations.
  • We are a boutique firm and we thrive on building long-term relationships with our clients.
  • Ogilvy & Haart prides itself in working as a team — both internally and with you — offering as much or as little hand holding as you need.
  • We are large enough to offer advice on a broad range of topics, and small enough to provide exceptionally personalised services to our clients.

Find out more

How to Get Started?

To be an effective partner, we need to know you and your goals

1
get in touch

The best way to get started is to simply phone, or contact us via email or contact form

2
initial meeting

It helps us to get know each other and ascertain whether our service will be of benefit for you

3
if you decide to proceed…

We set up a second meeting, which is the start of the planning process…

Tailored Advice for Complex Lives

Ogilvy & Haart took the time to understand our situation & tailor their solutions to our specific needs which, being a business owner, can be quite complex. Their strategies & advice have been clearly articulated & have placed my wife & I at ease as well as increase our wealth & income.

Mr PMBusiness Owner

Guidance towards Secure Future

They listened to what I want to achieve for a stronger and secure financial future in my later stages of life & have guided me towards an investment strategy which is balanced for income return, growth & security.

Mrs KCSelf Funded Retiree

First Class Property Financial Strategy

Ogilvy & Haart have a formidable background strategic financial planning. They complement each other and their honesty, integrity & sincere interest in securing a financial future for their clients makes them a standout group. Our property portfolio has never looked back!

Mr PWBTL Property Investor

Enjoy the Fruits of Working Life

I have been highly impressed with the team at Ogilvy & Haart. As a dental practice owner I wanted to ensure myself and my family enjoy some of the fruits of my long working weeks. Ogilvy & Haart were able to provide me with the strategy to increase the profits for my practice and the wealth for my family.

Dr. KADental Professional