Established in 1979 by David Millard, then joined by his daughter Sara Millard in the business in 1993, Financial Horizons has since developed in to a business providing a holistic service that encompasses wealth creation, insurance and risk protection, retirement and estate planning, social security strategies and loan referrals. With Sara being the principal and both Sara and David Millard as qualified financial planners, we are a more family orientated business offering a personal and human touch to our service. At Financial Horizons, we are committed to providing you with the highest level of service as …. YOUR COACH Establishing your Lifestyle Goals. Strategy Development – based on lifestyle, cash flow, time frame and risk/return. Strategy Recommendation – to achieve outcomes return to meet your lifestyle goals. Covers assets, liabilities and risk. Implementation & Induction – jointly commit to achieving lifestyle goals; implement agreed strategy. Ongoing Planning – review all aspects of progress against targets. YOUR ADVISER Interpreting complex issues such as government legislation, economic factors and changing economic markets, while providing simple solutions. YOUR MENTOR Professional and proactive care, supplied in a friendly and understanding manner. YOUR PROJECT MANAGER A total financial organization service and holistic planning approach, which integrates other professional services.

Website: financialhorizons.com.au

Employees: 5 - 9

HQ:

Location: , , AU

Revenue: 5 - 10 Million

Financial Horizons is a leading financial services company that provides innovative solutions to help businesses and individuals achieve their financial goals. With a team of experienced professionals, they offer a range of services including financial planning, investment management, and retirement planning. If you're looking to get in touch with the team at Financial Horizons, you've come to the right place. ConnectPlex is your go-to source for accurate and up-to-date contact information for Financial Horizons and millions of other companies across the globe. At ConnectPlex, we understand the importance of having access to reliable contact information when it comes to building business relationships. That's why we've developed cutting-edge AI technology that scours the web to provide you with the most current and accurate contact details for Financial Horizons and other companies. With our platform, you'll be able to quickly and easily connect with the people you need to reach, and take your business to the next level. Start your search

Financial Horizons: Your Partner in Achieving Lifestyle Goals Financial Horizons is a family-owned financial services company based in Australia, with a rich history spanning over four decades. Established in 1979 by David Millard, the company has since grown into a reputable business offering a wide range of financial services, including wealth creation, insurance and risk protection, retirement and estate planning, social security strategies, and loan referrals. At Financial Horizons, we pride ourselves on our commitment to providing a personal and human touch to our service. Our team, led by principal Sara Millard, a qualified financial planner, is dedicated to helping clients achieve their lifestyle goals through a holistic and comprehensive approach to financial planning. We understand that every individual's financial journey is unique, and we strive to provide tailored solutions that cater to their specific needs and objectives. Our approach to financial planning is centered around the belief that financial success is not just about achieving a certain level of wealth, but also about enjoying the journey and experiencing a sense of fulfillment along the

Financial Horizons was started by David Millard in 1979, and his daughter Sara joined the business in 1993. They offer a wide range of financial services, including investing, insurance, retirement planning, and more. Sara and David are both qualified financial planners, and they work together to provide a personal and caring service to their clients. At Financial Horizons, they aim to provide the best possible service to help you achieve your financial goals. They do this by: 1. Helping you identify your lifestyle goals and creating a plan to achieve them. 2. Developing a strategy based on your lifestyle, money, time frame, and risk tolerance. 3. Recommending a plan to achieve your goals, including investments, debts, and managing risk. 4. Working with you to implement the plan and track your progress. 5. Continuously reviewing and updating your plan to make sure you're on track to meet your goals. Sara and David act as both your coach and adviser, helping you understand complex financial issues and providing simple solutions. They also offer