About Uschevron down

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
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
Category
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
FAQschevron down

What is Financial Horizons’ approach?

Financial Horizons takes an uncompromising approach to ensure clients meet their aspirations through every stage of life’s journey.

Who is Sara Millard?

Sara Millard is a financial advisor at Financial Horizons, known for providing quality financial advice and helping clients achieve financial freedom.

What does the latest article discuss?

The latest article provides key market insights summarizing the economic activities and trends of the first quarter of 2024.

How can I contact Financial Horizons by phone?

You can contact Financial Horizons on (07) 4032 5200.

Where is Financial Horizons located?

Financial Horizons is located at Unit 2 96 Pease Street, Manoora, QLD 4870.

How can I email Financial Horizons?

You can email Financial Horizons at [email protected].

Does Financial Horizons have a website?

Yes. You can visit Financial Horizons online at https://financialhorizons.com.au.

What are the opening hours for Financial Horizons?

The opening hours for Financial Horizons are Mon - Fri: 9:00 am - 5:00 pm.

What type of business is Financial Horizons?

Financial Horizons is listed under Financial Planning.

Is Financial Horizons locally owned?

Yes. Financial Horizons is a locally owned business.