Our Team
Harry Smith
Operations Manager, Olleh Wealth
M FinPlan
GradCertFinPlan
Our Team
M FinPlan
GradCertFinPlan
Originally from England, Harry Smith moved to Australia at 15 to pursue his Olympic swimming dreams and further his education. Along the way, he discovered a deep passion for financial planning and helping others achieve their financial goals. Armed with a Masters in Financial Planning, Harry now applies his expertise and dedication to his role as Operations Manager at Olleh Wealth.
Starting his career in client services, Harry quickly became known for his commitment to excellence and his unwavering focus on honesty, integrity, and trustworthiness. Leveraging his comprehensive understanding of both the administrative and advisory aspects of the business, Harry provides invaluable training, advice, and insights to ensure his team performs at its best. His passion for mentoring and empowering colleagues drives the delivery of exceptional service to Olleh Wealth’s clients.
Today, Harry combines his operational expertise with a drive to foster a positive workplace culture, promoting mental health, teamwork, and a shared commitment to success within Olleh Wealth.
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Jack
As a new client, I couldn’t be more impressed with Tarek and the incredible level of insight he brings to the table. From the very first conversation, it was clear he knows the markets inside and out — but more than that, he has a real gift for breaking things down in a way that actually makes sense. I walked away from our sessions having learned things I never would have picked up on my own. He gave me honest, straight-shooting feedback on my current position and helped put my mind at ease with clear direction and no fluff. I’m genuinely excited about the future and the investment decisions we’ll be making. Tarek has a sharp eye for opportunity and a calm, grounded approach that builds serious trust. If you’re looking for someone who knows their stuff and truly cares about your financial growth, look no further. Highly recommend.
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Ena Lojic
Highly recommend
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Shaq Khan
The team at Olleh Wealth has completely transformed how I approach my super investments. Their expert guidance and personalized strategies have put me on the path to greater growth and security. Outstanding service and highly recommended!
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Waseem Shameem
Big shoutout to Alen and the team at Olleh Wealth! They’ve made financial planning feel easy and stress-free. Alen, took the time to understand my goals and explain everything in a way that actually made sense. No jargon, no pressure—just solid advice that’s already made a difference. Highly recommend if you’re looking for someone who genuinely cares about helping you get ahead!
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Alice Marshall
The Olleh Wealth team were amazing to deal with. I highly recommend them to anyone needing financial guidance!!
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Ella Lojic
The team at Olleh were fantastic, they made everything easy and really helped me understand how my super is being invested. I appreciate how responsive and patient they were in answering all my questions throughout the entire process. I highly recommend Tarek, Alen and Harry at Olleh to anyone looking for professional and trustworthy financial guidance
There are advantages and disadvantages to holding your insurance within your superannuation, and understanding these differences is crucial in making the right decision for you and your family. While having insurance within your super can provide benefits such as tax-effective premiums and automatic coverage, it may also come with limitations, including reduced payout amounts and potential delays in claims processing. Additionally, premiums paid from your super balance may reduce your retirement savings over time.
At Olleh Wealth we can guide you through the complexities of these options, helping you weigh the pros and cons specific to your situation. They can evaluate factors such as your financial goals, family needs, and retirement plans to determine whether holding insurance inside or outside of your superannuation is the most suitable choice. Moreover, they can provide tailored strategies to maximise your coverage while minimising potential drawbacks, ensuring your insurance aligns with your broader financial plan.
By seeking professional advice, you can make informed decisions that protect your family's future while safeguarding your retirement savings.
That’s a great question. The role of a financial adviser is to guide you in managing your superannuation in a way that aligns with your goals, risk tolerance, and financial situation. While you ultimately remain in control of your super, we can provide expert advice on:
- Investment Strategy: Helping you choose the right mix of assets (e.g., shares, property, fixed interest) that match your long-term goals and comfort with risk.
- Contributions: Advising on strategies such as salary sacrifice, government co-contributions, or spouse contributions to help grow your balance efficiently.
- Super Fund Selection: Evaluating your current fund to ensure it’s cost-effective and meets your needs or helping you find an alternative if it doesn’t.
- Insurance Inside Super: Reviewing life, TPD, and income protection insurance held within your super to ensure appropriate coverage.
- Retirement Planning: Structuring your super to provide a comfortable income stream when you retire.
If you choose to work with us, we’ll regularly review your superannuation to adapt to changes in your circumstances, market conditions, or legislation. Our goal is to help you maximize your retirement savings and achieve peace of mind.
Improving your cash flow is key to achieving your financial goals. We can help by:
- Reviewing your income and expenses to identify savings opportunities.
- Optimising your debt to reduce interest costs and improve repayments.
- Maximising tax efficiency so you keep more of your income.
- Creating a tailored cash flow plan that balances your current needs with future goals.
- Regular reviews will ensure your plan adapts to changes in your circumstances.
Olleh Wealth (CAR 131 3367) is a Corporate Authorised Representative of InterPrac Financial Planning Pty. Ltd (AFSL 246 638).
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