When asked β why Horizons Wealth? β our answer is simple. We are dead keen on getting people and their money connected again. We often find clients have stopped dreaming because they feel restricted by their finances. They focus on making ends meet and scraping through, even though they are in a position to have richer and more fulfilling financial lives, with the right advice. Our financial advice focusses on the horizon that we can see together and on creating a clear path to that horizon. When we can see that the first horizon is reachable, we set the next horizon β together. We build confidence in reaching successive horizons and your richer future. Itβs all about having the confidence to dream again - and again!
Expertise
My fees
At a glance
- Adviser status Silver
- First year providing advice 2018
- Years of experience 6
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Highest qualification
- Graduate Diploma of Financial Planning
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Language spoken
- English
Securinvest Financial Planners Pty Ltd
Suite 1, Level 4, 31 Dalmore DrScoresby, VIC 3179
Meeting methods
- In person
- Phone
- Video call
Licensed by
Securinvest Financial Planners Pty Ltd
AFSL 223280