Carolyn Tanks's Contact Details

Carolyn Tanks's Company Details

Financial Horizons

, , AU • 5 - 9 Employees
Financial Services

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.