Sara Millard

Financial Horizons

Gold
29 Yrs Experience
Manoora, QLD 4870
I am the Principal and Senior Advsier at Financial Horizons (Cairns). I have been invloved with the Financial Servies Industry since 1993.  My team and I provide a holistic service, working directly along-side 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 involving Wealth Creation, Investment, Superannuation, Pre & Post Retiremnet Planning, Estate Planning, Personal & Business Risk Protection, Centrelink and Agd Care.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Financial Hardship
  • Redundancy
  • Aged Care
  • Property Investment
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.90
  • Number of reviews 3
  • First year providing advice 1993
  • Years of experience 29
  • Highest qualification
    • Graduate Diploma of Financial Planning
  • Language spoken
    • English

Financial Horizons

Suite 2, Cairns Professional Centre, 92-96 Pease Street
Manoora, QLD 4870

Licensed by

Crown Wealth Group

AFSL 494274

4.90
3 Reviews
5
4
3
2
1
5.00
Clear communication
4.60
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing reviews 1—3 of 3

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4.75

"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."

  • Superannuation
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"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.'"

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Aged Care
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"'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.'"

  • Superannuation
  • Insurance Protection
  • Aged Care
  • Complex Investments
  • Tax Strategies
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—3 of 3

My clients have reviewed me based on the following areas of advice

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Graduate Diploma of Financial Planning

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Kaplan Professional
Completed
2020

Advanced Diploma of Financial Services (Financial Planning)

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional (prev Tribeca Learning)
Completed
2004

Margin Lending and Geared Investments

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2010

Certificate IV in Finance and Mortgage Broking

Level
4 - Certificate IV
Institution
Kaplan Professional
Completed
2014

Self Managed Superannuation Funds (SMSF) Specialist Course

Level
0 - Training / Exam / Other
Institution
Cavendish Superannuation
Completed
2012

Professional Memberships

Financial Ombudsman Service (FOS)

Membership type
Member

Financial Planning Association of Australia (FPA)

Membership type
AFP
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