Obtaining FINANCIAL ADVICE from horizon investment solutions
For many investors, the need for professional wealth management advice is often driven by having neither the time nor expertise. As a full service advisory firm, Horizon Investment Solutions (Horizon) offers clients a broad range of financial services to provide value adding solutions to enable your personal, financial and investment goals to be achieved. Our range of services and solutions include:
- Wealth accumulation and tax minimisation strategies;
- Direct equities, derivatives and managed investment advice;
- Cash and fixed interest solutions;
- Self-managed superannuation and other superannuation products;
- Estate planning and personal insurance;
- Margin lending;
- SMSF and portfolio administration;
- Assistance with social security;
Horizon approaches assisting you in creating wealth and pursuing your financial goals and objectives as a long term relationship
Before becoming a full service client of Horizon, we take the time to understand your financial goals and requirements and identify how to best work with you to achieve your investment and financial objectives. This is generally over a series of meetings as detailed below.
Our initial meeting is obligation free and enables you to learn more about Horizon and likewise,for us to learn more about
The focus of this meeting is to present your SOA to you. Typically, a SOA will confirm your circumstances, financial
This meeting covers off the signing of required documentation to implement agreed recommendations.
Upon establishment of appropriate accounts, where investement recommendations are involved,