About Us
Experience Financial Harmony
Welcome to Harmony Wealth Management, where we are dedicated to helping individuals and businesses secure their financial future. Our team of experts has over 12 years of experience in the industry and we are committed to providing you with the highest level of service.We understand that every client has unique needs and goals, and we work closely with you to develop a personalised plan that meets your specific requirements.
While our team is proudly based in South East Queensland, we support clients from across Australia, delivering high-quality advice wherever you are.
Our services are designed to fit into your life, not the other way around. We operate remotely through secure video and phone consultations, making it easy and convenient for you to receive trusted financial guidance from the comfort of your own home or office.
Prefer to meet in person? We’re happy to travel—our advisers are available to meet face-to-face across the country when needed. No matter where you’re located, you can expect the same level of personalised service, professionalism, and ongoing support. We’re here to help you achieve your financial goals—your way.
Whether you need help with personal risk insurances, superannuation, investments, or retirement planning, we have the expertise to help you achieve your financial goals.
At Harmony Wealth Management, we believe in building long-lasting relationships with our clients based on trust, integrity, and transparency. We are committed to putting your needs first and providing you with the best possible advice to help you achieve your financial goals.
Our Professional Advisers
Our experienced and dedicated financial advisers are here to support you every step of the way on your financial journey. Whether you’re planning for retirement, growing your wealth, protecting your family, or managing complex financial affairs, you can trust our team to provide tailored, expert advice with integrity and care.
Financial Adviser/ Managing Director
Aleesha Edmonds
With over 20 years of experience in people management and team development, Aleesha brings a wealth of knowledge and proven leadership to the financial services industry. Since 2012, she has specialised in building high-performing, compliance-driven financial planning firms. Aleesha holds multiple industry qualifications, including certifications in life insurance, general insurance, mortgage broking, tax, and commercial law. Her hands-on expertise spans every stage of the financial planning process, and her strategic roles—such as Corporate Operations Officer and Corporate Financial Officer—highlight her ability to lead teams, streamline operations, and deliver results in a dynamic regulatory environment.
Financial Adviser/Justice of the Peace (QLD)
Suzanne Forte
Suzanne is a qualified and experienced financial adviser who has been providing tailored financial advice since 2018. Holding a Graduate Diploma in Financial Planning and multiple industry certifications, Suzanne is authorised to advise across a wide range of areas including superannuation, SMSFs, insurance, managed investments, and retirement planning. As a Justice of the Peace in Queensland, she brings integrity, professionalism, and a strong ethical foundation to every client interaction. Suzanne is committed to delivering advice that is both appropriate and aligned with each client’s personal goals and circumstances.
Our Values
Trustworthiness
Trust requires that we operate with integrity and honesty. We want our clients to rely upon us to be truthful. The conduct that we display demonstrates our trustworthiness.
Honesty
We will conduct ourselves with integrity, even when this may be detrimental to us. We put our own interests behind that of our clients. Acting with integrity and in the best interests of each of your clients will promote our honesty.
Diligence
We are committed to exercise care and apply our professional skills when servicing our clients. We endeavour to deliver our services in a timely and cost-effective manner.
Competence
To be competent we must have the knowledge, skills and experience to provide the appropriate advice and services to our clients. Through continual training and development of our team we will assess our professional competence.
Fairness
We must consider our actions and whether they are honourable and equitable. Our team will apply professional objectivity and evaluate each of our client’s needs and objectives.
Why Choose Us?
Holistic Approach: Our comprehensive approach considers every facet of your financial landscape.
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Expert Guidance: Led by seasoned financial advisors, we bring years of industry expertise to every client interaction.
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Nationwide Service: Regardless of your location in Australia, we're here to bring financial harmony to your doorstep.
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Client-Centric Philosophy: Your financial goals become our mission. We listen, understand, and craft strategies tailored just for you.