I believe that when your life’s goals are out of reach, you have two choices, either adjust the steps you take to reach them or change your goals.
As a Chartered Accountant who passionately pursuing a Certified Financial Planner designation as well as being a qualified Mortgage Consultant, I believe that I am in the best position to comprehensively and effectively assist you in achieving your goals, no matter how big or small.
If you need guidance or advice in order to adjust the steps you need to take to turn your goals and dreams into a reality and live the life you have imagined, please feel free to contact me at email@example.com to arrange a consolation to assess your personal situation and devise a course of action.
We provide an initial consultation at no charge. Advice fees of between $1,000 to $20,000 apply thereafter and will be agreed to before proceeding.
We have only been working with Remo a short time since he took over our portfolio from our previous adviser. Remo has worked with us to achieve our goals providing sound advice for our upcoming retirement. He has given us confidence that we are moving in the right direction.
In the short time Rem and I have worked together, we have covered some great ground and have set up a clear path forward. I feel very comfortable knowing my future needs will be well taken care of, the support and advice from Rem and team is acknowledged and respected. Responses to my queries and requirements has been swift and clear, Thank you Rem.
Remo has been giving my husband and I advice in areas including insurance, super funds, cashflow and managing debt. Remo has always been able to explain things to us in a clear way. Through Remo's knowledge and experience, I feel very confident that the advice given was right for our needs.
Remo is friendly, professional and always helpful. His background in accounting and knowledge in financial planning allows him to guide and help us navigate the financial world to make smarter, personalised financial decisions. He's patiently helped us to answer the hard 'what if' and 'what then' financial questions. Thanks Remo!
Remo was extremely helpful in answering all our questions. He also made sure that we fully understood before continuing. We have complete confidence in his knowledge and ability and have recommended him to friends.
- Adviser status Gold
- Number of reviews 12
- First year providing advice 2017
- Years of experience 6
- Graduate Diploma - Chartered Accountant Program
- Certified Financial Planner (CFP)
Horizon Financial PlannersSuite 4, 35 Cedric Street
Stirling, WA 6021
- 8:00am – 4:00pm Monday – Friday
- In person
- Video call
Cojag Pty. Ltd.