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.

Client Testimonials

"Horizon Wealth is an organization that prides itself on professionalism and service. Their advice has been excellent and this has been backed up by exemplary service. I would recommend Horizon Wealth to anyone who is serious about ensuring their best financial future."

Jake

Executive Chairman, ASX 100 Company
“Horizon Wealth provides advice within a prudent framework. The Advisers have a great understanding of the markets and its various offerings. They are skilled at building a portfolio that meets our requirements and supports our goals and aspirations. They are always ready to listen to our opinions and our assessment of market conditions. They value our input even though we may not possess their detailed knowledge. We don’t feel like a number, rather ‘part of the furniture’. Read more

Paul

Executive Chairman and Managing Director of a Communication and Electronics Company
Choosing a financial advisor is a pretty important decision when you are trying to plan for your retirement, so when I decided to change from my previous adviser I decided on my criteria and looked for a company to fit my requirements. Read more

Roger

recently retired Chief Executive of a globally listed multinational logistics company
"I have always been skeptical about insurance relating to health issues. I thought it was unnecessary as we already have so many expenses relating to insurance. Recently,  I was unexpectedly diagnosed with Colon cancer. My opinion has totally changed! Insurance is a very complicated issue with pages of clauses, inclusions and exclusions. When you need to make a claim you want the Team at Horizon Wealth! They have a deep knowledge and understanding of the terminology, the requirements to get the claim through quickly and successfully. The most important thing is they will represent you in the most impactful way to get the best result you deserve. I am thankful that I chose Horizon Wealth to look after my important affairs as the proof is in the results. I received the payment I deserved and it was because the caring team at Horizon Wealth understood what is required to meet the needs of the Insurance company. You cannot do this alone. You need them. I would not hesitate to recommend Brian, Tali and the team at Horizon Wealth."

Odile

“Brian and the Team at Horizon Wealth provide us with security, trustworthiness, expertise and peace of mind. Brian has got to know us personally and what our financial requirements are. This “getting to know us” has been successfully translated in the growth and performance of our portfolio over the past nine years. We would have no hesitation in referring our friends or relatives to Horizon Wealth.”

Cedric and Mary

Retirees
“Trust is the greatest value an adviser provides. At the same time it’s also important that my Adviser is completely aware of our financial position and can tailor our portfolio or insurance policies to our needs. Horizon Wealth delivers on both. Doing business with Brian and Horizon Wealth is the equivalent of gaining expert yet pragmatic advice from a trusted friend or family member. Although I prefer not to offer financial advice to anyone, I will if asked say that I am personally very satisfied with my relationship with Horizon Wealth.”

Alan

Senior Executive and Brand General Manager for a Listed Clothing Retailer
"Thanks to Brian and Horizon Wealth, we are not only growing our personal wealth, but are able to enjoy a lifestyle too, typical of Sydney living. We were referred to Horizon Wealth where, in the space of 2 hours, Brian managed to demonstrate and explain to my wife and I, in terms and language that we understood, how simple it was to make our money grow, using an investment strategy clearly associated to our risk profiles. The team at Horizon Wealth are knowledgeable, personable, approachable and extremely responsive. Most of all it has been a pleasure dealing with them."

Ryan

General Manager of a medium size Technology Group
“Very thorough service, nothing is too much effort and compliance and paper work is always at an outstanding standard – the team at Horizon Wealth have high attention to detail! I would refer people to Horizon Wealth for their insurance needs as Brian and his team are very thorough, and ensure that clients' interests are always fully addressed - with all possible options considered, after doing a thorough analysis.”

Steven

Owner/Manager of a Private Equity Fund