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

It was an absolute pleasure dealing with Paul and his team. Paul quickly understood our financial position and future objectives (both business and personal), and was able to provide clear and comprehensive advice in a easily understood manner that has enabled my wife and I to implement a path to retirement. Pauls knowledge, experience and professionalism was exemplary and left us with no doubt as to our decision to appoint Horizon Wealth as our wealth manager.   

Grant

Managing Principal – Insurance Broking practice

“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’.

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Paul

Executive Chairman and Managing Director of a Communication and Electronics Company

“Having moved to Australia fairly late in life, meant that we really wanted (and needed) a ‘trusted adviser’ that would look at our financial interests as first priority. Our own limitations and lack of knowledge regarding the Australian financial planning environment made us feel vulnerable and uncertain. In Paul we found someone with in-depth wealth management expertise as well as the patience to address our continuous questions...

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Johan

Head of Tax Compliance Big 4 Accounting Firm

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.

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Roger

recently retired Chief Executive of a globally listed multinational logistics company

The combination of the need for good investment and retirement planning, and the complex regulated Australian financial industry, lends itself to ensuring that one receives accurate and understandable advice and is guided by an expert.  Paul Hanley grasped our current financial status very quickly, and after a thorough review put forward the options and most suitable strategy.  He is fastidious and detailed in his approach and pro-active in his advice. 

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Brett

Chief Pilot to an Australian Icon