Investment Advice

Horizon Financial Planners: our role is to understand YOUR comfort levels for investing
and tailor a plan to help you achieve your needs within your investment timeframes.

Our Approach


We recommend a core and satellite approach to investing,
where the core portion of your assets is structured to reflect your individual risk profile mix
of defensive and growth assets with smaller parcels invested as satellites to provide stronger returns.
This lifts overall returns while protecting the security of your core capital.

Investment Advice Services
✔ Wealth Accumulation

✔ Getting your Finances into Shape

✔ Develop a plan to build assets away from your business

✔ Superannuation Planning & Strategies

✔ Tax Planning Strategies & Structures



Risk vs Return

The combination of high returns and zero risk does not exist.
There are no shortcuts to investing success.
The golden rule is if it sounds “too good to be true” it probably is too good to be true.

Our experience has shown that long-term investment principles together with patience and discipline deliver strong returns over time.



Contact us for a free no obligation chat about how
we may be able to help YOU.

SUPERFUND ADVICE

 

Control over your retirement savings with a Self-Managed Superfund (SMSF)

TAILORED ADVICE

 

Your life & experience determine your personal needs.

 

PERSONAL INSURANCE

 

Protection for you & your family.