Horizon Wealth is a boutique private client advisory firm delivering a unique approach to wealth management. We create value for you through the three cornerstones of our advice which is Clarity, Insight and Collaboration. We see you as a person--not a ‘portfolio, bank account or source of revenue’. Wealth Management is not what we do, but how we are able to provide the value that we deliver. This approach makes us unique among financial advisers and wealth management firms in Australia. We will acquire clients only where we can genuinely add value. Our commercial premise is to derive a return through a mutually beneficial partnership, placing your interests consistently ahead of our own. Our client base comprises high income and high net worth individuals comprising business owners and entrepreneurs, executives, professionals, and retirees who seek a principal advisory relationship with experts.
Brian has a very high level of integrity and can be trusted and relied on to provide sound long term advice and startegies that are in his clien's best interests
I have found Brian to be very professional in all my dealings with him &highly recommend his sevices.
- Adviser status Gold
- Number of reviews 3
- First year providing advice 2004
- Years of experience 19
- Certified Financial Planner (CFP)
- Graduate Diploma of Financial Planning
Horizon Wealth Management Pty LtdSuite 2006, Level 20, 44 Market Street
Sydney, NSW 2000
- 9:00am – 5:00pm Monday – Friday
Horizon Wealth Management Pty Ltd