I am the owner and the principal adviser for Financial Horizons. My team and I provide a holistic service, working directly alongside our clients and their loved ones. I work with you to understand every aspect of your current financial situation, what you want to achieve in the future, and build a plan for you to get there. This often involves a mix of strategy conversations with you, as well as detailed research and investigation to come up with a way to best achieve your goals.
Once we get you on the right path, I will work with you to keep you on track and adapt your plan to changing priorities and landscapes over time. In short, when you have a question regarding your finances, you can pick up the phone and give my team and me a call.
I have been in the Financial Services Industry since 1993, operating as an authorised Adviser, and became a shareholder of Financial Horizons in 1995. I had previously worked in a pharmacy, where I worked closely with people with long-term needs and began my love of trying to make a positive change in people's lives.
What I love most is seeing my clients end up in a better position, seeing them realise even the most minor goal, and being able to play a part in this. Walking with them and guiding them through the turbulent times or the pit of uncertainty is just as important to me.
Whilst not at work, I enjoy eating out, socialising with my family (the two and four-legged ones) and friends, and playing any type of cricket-related sport.
Sara is very enthusiastic and passionate about her work and it shows in her interactions with us when discussing our financial needs. She is absolutely tenacious when sorting out problems with governmant departments, financial institutions or our superannuation and follows up everything in a very timely manner. We are extremely happy with the way she manages our affairs and very confident her advice is right for us.
Sara has given me advice in many areas including Aged Care, Superannuation, Centrelink, Retirement Planning, Estate Planning and Budgeting. Sara is always professional, courteous, takes time to understand me and my situation.Through Sara's knowledge and experience, I feel very confident that the advice given was right for my needs. I always received Sara's full care and attention when I needed it. She goes beyond the normal or average to assist me.'
'Sara has given me advice in areas including budgeting, superannuation, investments, aged care, estate planning. Sara was always able to explain things to me in a clear way. Through Sara's knowledge and experience, I feel very confident that the advice given was right for my needs. I usually received Sara's full care and attention when I needed it.'
- Adviser status Gold
- Number of reviews 3
- First year providing advice 1993
- Years of experience 30
- Graduate Diploma of Financial Planning
Financial HorizonsCairns Professional Centre, Suite 2, 92-96 Pease Street
Manoora, QLD 4870
Crown Wealth Group