Horizon Wealth Management
At Horizon Wealth Management, we work with a select group of private clients, entrepreneurs, senior executives, business owners and their families to help them make the best use of the financial resources they have.
We have set out to redefine the role that a Financial Adviser plays in the lives of our clients. Our goal is to provide counsel, advice and coaching to clients whose financial success requires the specific expertise we have.
Our clients are people - not ‘income streams’, ‘portfolios’ or ‘bank accounts’. Wealth Management is not what we do, but how we are able to provide the value that we deliver. That approach makes us unique among financial advisers and wealth management firms in Australia.
We are privately owned and therefore have no pressure to sell or recommend solutions which may not be in your best interests.