Financial Horizons

Growing and Protecting your Wealth & Loved-ones

General Info

Committed to providing you with the highest level of service as your Coach, your Adviser, your Mentor and your Project Manager

We have been clients of Financial Horizons since 2007. We are absolutely delighted with the service Sara and her team offers us. It is really refreshing working with a financial adviser who is truly interested in her clients needs, circumstances and preferences. Sara has helped us with our investments, superannuation, estate planning, insurances and a lot more. We were very impressed with her depth of knowledge, lateral thinking and common sense approach. We moved around the country over the last six years but Sara continued to work with us so we could achieve our financial goals. It is her passion, knowledge and genuine interest in achieving the best for us that truly makes her a professional and dedicated financial planner.

Investment Planning & Wealth Creation Strategies Superannuation inc SMSF and Rollovers Retirement Planning - Including Transition to retirement strategy; Income streams (Allocated Pensions and Annuities); Taxation Planning Centrelink Planning Budget Planning Life, Total and Permanent Disablement and Trauma Insurance Income Protection Key Man & Business Protection Estate Planning review and implementation via referral relationship Mortgage Lending - Via referral relationship Ongoing Claim & Review Service

Email

Email Business

Established

1979

ABN

67 010 884 830

ACN

010 884 830

Staff

1-10

Ownership

Locally Owned

Service Notes

After hours by appointment only

Free Estimates

Yes

Other Link

• https://financialhorizons.com.au

Categories

Financial Planning, Financial Planning Consultants

Keywords

estate planning, financial planning, income protection, investment planning, key person & succession planning, life insurance, retirement planning, superannuation, total and permanent disablement insurance, trauma insurance