“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 in a easily-understood manner and in a broader family-oriented context that made sense to us. The integrity and professionalism that Paul has displayed gives us the comfort that this will be a long-term journey to be travelled jointly with Paul and the Horizon Wealth team in pursuit of the financial gaols that we have planned in great detail with Paul’s excellent help.”
“Moving across to Australia is financially complex. Bad advice can be very costly and after our initial experience it was with great relief that we were introduced to Horizon Wealth Management. Paul has provided us with an exceptional service. He has a full understanding of our financial position based on a detailed analysis of our needs and concerns. Our requests are always responded to professionally and quickly. The experience and depth of knowledge of the Horizon Wealth Management team have assisted us in making informed decisions and have played a big role in our settling into Australia successfully, we highly recommend them.”
"Paul quickly understood our financial affairs on both the corporate and personal level and was able to provide sound advice that helped us successfully implement risk & investment strategies. Paul is a true professional and has provided exceptional service thus far. We always trust that his advice has our best interests at heart and would therefore happily recommend Horizon Wealth Management."
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. His personable manner and industry experience is obviously highly valued and had we known of Horizon Wealth Management sooner, we would have partnered much earlier. The experience to date with Paul has been exemplary and we look forward to working with him for the long term
We have known Paul for a number of years and when we decided to review our personal financial and insurance planning he was an obvious choice.
Paul gathered together our somewhat chaotic existing information and helped us through the reworking of both our investment and our insurances to both save money and properly protect our future needs.
Through Paul’s frank and informed advice we have been able to restructure our financial position and chart a course for a better investment / superannuation future and a more bespoke safety net matched to our personal circumstances and needs.
The Horizon Wealth follow through in relation to delivering on the planning strategy has also been both helpful and refreshing as it has allowed us to enact the plan and set sail.
Working with Paul has been a refreshing eye-opener into areas of financial planning that are not our day to day comfort zone, we would highly recommend both he and his team.
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.