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.
Expertise
My fees
I offer a free initial consultation for potential new clients.
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At a glance
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Adviser status
Platinum
- Rating
- Number of reviews 3
- First year providing advice 2004
- Years of experience 22
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Highest qualification
- Graduate Diploma of Financial Planning
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Language spoken
- English
Horizon Wealth Management Pty Ltd
Westfield Tower 2, Suite 1405, Level 14, 101-99 Grafton StBondi Junction, NSW 2022
Opening hours
- 9:00am – 5:00pm Monday – Friday
Licensed by
Horizon Wealth Management Pty Ltd
AFSL 353387