John is the founder and senior adviser at Horizon Wealth Advisory. John provides clients with tailored advice to achieve their personal and financial goals, advising in areas including wealth accumulation strategies, tax effective investment planning, and retirement planning.
John has previously completed an MBA at University of Queensland, Master of Economics at the University of Sydney, an Advanced Diploma of Financial Planning, and accreditation in Self Managed Super Funds, Margin Lending and Mortgage Broking.
He has extensive experience in superannuation including SMSFs, risk management and insurances, investment planning, structuring advice and cash flow management, and engages clients by understanding their individual circumstances and developing tailored solutions.
John has been working with our family as a genuine trusted adviser for some years now. John has always been able to advise us on latest trends, how best to maximise our assets, cash-flow, investment and superannuation. I 100% trust John's analysis and advice so I don't hesitate in recommending John to you if you are looking at any form of financial planning, support or advice...from preparing for retirement to maximising savings, to buying a first home, or for that matter, anything that would benefit expert financial advice.
John provides clear and simple to understand financial advice. He is thorough in his consideration of issues and his explanation. He cares about his clients and works hard to get the best outcomes for them. I highly recommend John as a financial adviser.
John and his team have been nothing short of magnificent when it comes to my financial needs. They have helped me refinance an existing investment property (with a significant monthly saving) and assisted in a purchase of my 'forever home'. John's strategy with my superannuation and a high growth investment plan including shares and ETF's has me sitting very comfortable for retirement and I would recommend his well considered and thought-out strategy to anyone thinking about it. I'm very glad I came across John and his team and I'm very confident that my hard earned cash is in good hands!
- Adviser status Gold
- Number of reviews 3
- First year providing advice 2012
- Years of experience 11
- Master of Economics
Horizon Wealth AdvisoryLevel 6, 123 Eagle St
Brisbane City, QLD 4000
- 8:30am – 5:00pm Monday – Friday
- In person
- Video call
Eagle Street Advisory Pty Ltd