Horizon Wealth Advisory
123 Eagle Street, Brisbane City QLD
123 Eagle Street, Brisbane City QLD
Horizon Wealth Advisory is a boutique wealth management firm dedicated to offering a suite of financial services to help you get your finances under control. Our team will evaluate your current financial situation and work with you to set out clear and achievable financial goals.
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What do you love most about your job?
Helping clients achieve their financial goals and building long-term relationships with them is incredibly fulfilling. Witnessing the positive impact of our advice on clients' lives, coupled with the potential for financial rewards, makes my job both purposeful and rewarding.
Why should our clients choose you?
Our focus is on long-term relationships with our clients, and strategies focus on the long-term outcomes. Our offering is built around holistic advice covering personal investment strategies, superannuation, retirement planning, cash flow & family budgeting, and insurances and risk management.
Can you provide your services online or remotely? If so, please add details.
Yes, we provide the option to have meetings in person or online.
Cash flow management
If you find yourself struggling to maintain a budget or you simply feel like you should be saving more of your income, one of our financial advisors may be able to help. After conducting a thorough analysis of your current cash flow, our wealth management team will work alongside you to organize an effective and comprehensive cash flow structure and design a budgeting plan to suit your lifestyle.
Life Insurance & Income Protection
Despite it not being the nicest topic to talk about, personal insurance is a form of wealth protection that should be seriously considered if you want to ensure you and your family continue to enjoy the same standard of living in the event an unfortunate circumstance occurs. Our advisors ask the right questions to understand your circumstances and offer some guidance on the best personal insurance options available.
Business and Financial Planning
If you co-own a business, it’s important to put in place a clear action plan in the event someone leaves the business or a new person joins. A buy/sell agreement or a ‘business will’, is a contract that protects a person if their business partner is unable to fulfil their position; Whether it’s through extensive injury or passing. Similarly, ‘key person insurance’ is another option for protecting your business if similar circumstances were to occur. You can chat with one of our financial advisors for more information about how you can protect the future of your business.
Wealth Creation
Growing wealth and investing requires a thought-out strategy and should be focused on the longer-term. By working through a savings plan and educating and guiding you on your options, our advisors will assist you with making informed decisions that will help grow your wealth to set you up financially. We will provide advice on a range of investment options including shares, property, fixed income, managed investments, and superannuation. Our goal is to ensure any investment strategy is tailored to your circumstances and will help you build financial security.
Retirement Planning
To prepare for the transition into retirement, it's beneficial to have a thorough look into your superannuation, assets, and current income streams. Our financial advisors will work alongside you and your loved ones to form a comprehensive and efficient plan to help you transition seamlessly from the workforce to enjoying a secure, comfortable and well-deserved retirement lifestyle.
