Financial Planning FAQ

What is it Exactly that You Do?

We are boutique Brisbane financial advisors. The services we provide extend to retirement planning, cash flow advice, superannuation, investment strategies, personal insurance and estate planning Brisbane wide. We can also help you in the capacity of a strategic business advisor and an investment strategist.

Who Do You Help?

We offer our services to both businesses and individuals. For individuals, we focus on wealth creation through to retirement planning, while for business owners we can assist with both their personal financial planning as well as risk management strategies for their business.If you require financial advice personally or for your business, book an appointment with us today to get started.

What are the Costs?

The initial consultation with Horizon Wealth Advisory is free of charge, this allows us to better understand your needs and best understand where we can offer you the most value through our services. Any further service fees are typically based on the complexity of your situation and the time required to provide you with the best possible wealth creation advice.

Are Online Consultations Available?

Certainly, we offer our services as remote consultations via the popular Zoom platform. Please book your appointment as normal or call 1300 351 716 to arrange an online meeting.

What are the Benefits to Me?

Depend on your needs and the services you require, you will receive expert and professional wealth creation advice, retirement financial advice or, if you are a business owner, we can assist with buy / sell or key person insurance, to name only a few of our services. For the full scope of how and whom we can help, please visit our Brisbane financial services page, book an appointment now or call us on 1300 351 716.

What Information Will I Need to Bring with Me?

The information you will need to bring with you will vary on a case by case basis. Typically, depending on the service, we may ask you be prepare to provide documents such as:

• Your budgeting information
• Superannuation statements
• The details of your insurance policies
• Loan statements
• Details of your past tax returns
• Information on your existing assets and investments

If you are not sure what you should bring to your appointment or would like further details, please feel free to call us on 1300 351 716.

How Long is a Typical Consultation?

An average consultation at Horizon Wealth Advisory take around 1 hour.

What Can I Expect as a Result of a Consultation?

Your initial consultation will provide a clearer understanding of how you are positioned financially and what you are already doing well, but also identify actionable opportunities to improve the handling and performance of your finances.