At Horizon Wealth Management, we work with a select group of private clients, entrepreneurs, senior executives, business owners and their families to help them make the best use of the financial resources they have. We have set out to redefine the role that a Financial Adviser plays in the lives of our clients. Our goal is to provide counsel, advice and coaching to clients whose financial success requires the specific expertise we have. Our clients are people - not "income streams", "portfolios" or "bank accounts". Wealth Management is not what we do, but how we are able to provide the value that we deliver. That approach makes us unique among financial advisers and wealth management firms in Australia.We are privately owned and therefore have no pressure to sell or recommend solutions which may not be in your best interests.

Website: horizonwealth.com.au

Employees: 5 - 9

HQ:

Location: Sydney, NSW, AU

Revenue: Not Available

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Horizon Wealth Management - Australia is a privately owned wealth management firm that provides personalized financial advice and coaching to a select group of private clients, entrepreneurs, senior executives, business owners, and their families. With a focus on delivering exceptional service and expertise, the company aims to redefine the role of a financial advisor in the lives of their clients. Their goal is to provide counsel, advice, and coaching that helps clients make the best use of their financial resources and achieve their financial goals. With a team of experienced financial professionals, Horizon Wealth Management offers a range of services, including strategic financial planning, wealth management, superannuation and investments, life insurance, corporate benefits, and investment banking and securities brokerage. Their approach is centered around the belief that wealth management is not just about managing money, but about helping clients achieve their financial aspirations and live their best lives. As a privately owned firm, Horizon Wealth Management is free from the pressure to sell or recommend solutions that may not be in their clients' best interests, allowing them to provide truly independent and unbiased advice.

At Horizon Wealth Management, we help rich people, business owners, and their families manage their money. We want to change the way financial advisors work with their clients. We don't just want to give advice, we want to help our clients achieve their financial goals. We don't see our clients as just money-making opportunities, we see them as people. We are different from other financial advisors because we are privately owned, which means we can give advice that is best for our clients, not just what makes us the most money.