Horizon Wealth Advisory

Horizon Wealth Advisory provides wealth management and financial planning from Eagle Street in Brisbane. We work with individuals, families, professionals and business owners whose needs may include investment, superannuation, education expenses and retirement. Our starting point is the client's financial position and the practical priorities competing for available resources.

Our services include investments, retirement, superannuation, SMSF advice, personal protection and aged-care financial considerations. We also discuss education funding products, including education bonds, where relevant. Investment decisions take account of diversification, liquidity and risk. SMSF discussions include trustee responsibilities, while protection planning considers the household's existing resources and commitments.

We aim to explain complex choices in straightforward language and develop an advice scope that responds to each person's circumstances. As family needs or financial goals change, the strategy can be revisited. Our Brisbane City office at 123 Eagle Street provides a local contact point for appointments and continuing discussions about the decisions that matter to clients.