Financial goals are different for everyone, so we ask our clients what is important to them… “What do I want from life? What are my dreams and hopes for my family?
- Some want to see how they can pay down debt quicker
- Families who want to send their children to private schools and save for possible tertiary education
- Often retirement is on the Horizon and they are looking forward to travelling, a few have come to us with plans to buy a caravan and take off for a few months
- A common theme is family – many pre-retirees are cutting back at work to look after their grandchildren and want to make sure they can afford to do this, and spoil the grandchildren as much as possible
- Clients wanting to start a small business so need advice about funding their venture as well as making sure they can afford to give up full time work while they focus on their new business.
Our 6 Life Journeys helps clients see what stage they are at in their life. Lets see what our clients had to say about their journey with us.
"I found the meeting with Scott and Shaun very interesting. Everything was explained very clearly and questions that I asked were answered exceptionally well. I felt quite comfortable listening to Scott and Shaun. They did not have to stop and think how to reply to anything that I asked. Please pass on my thanks to both Scott and Shaun for making me feel very welcome. I left Horizons Wealth feeling very happy with my interview and all the results." - Lyn
"Two years ago my life changed suddenly with the unexpected death of my husband and I found myself in a situation I was not in the least prepared for. I had very little experience of financial matters and thus no idea how to manage the situation I found myself in for the best outcome."
"Horizons Wealth were recommended to me and they have more than lived up to that recommendation. They were able to put in place a superannuation pension and advise me on my transition to retirement requirements to maximize my contributions. This plan will more than meet my needs and I feel very secure about my financial future."
"Throughout this process they were professional, supportive, kept me updated on progress and made sure I understood what I was putting in place. I would have no hesitation in recommending Horizons Wealth to anyone who finds themselves in need of professional, ethical, impartial financial advice." - Meredith 2018
"Congratulations to Horizons for leaving no stone unturned and making our visit satisfying and reassuring. The warm, friendly connection with us led to an informative assessment of our finances. We will continue to recommend you to others." - Lynne 2017
"Love the reassurance which gives us peace of mind. Also like the constant communication touch points." - J&P T 2015
"I could actually see the worry lift from my mum's shoulders and relief settle in as she realised that under Horizons’ guidance... all was going to be ok and she was in good hands. Well done!" - MS 2014
"We love that you do all the follow up and collating of all the information and documents we need, it’s brilliant! You provide such friendly service and easy access to other professionals, that we feel confident that you know what you are doing and are across our whole situation. We are able to sleep easy." - K&R T 2014
"We have been clients for nearly 20 years...very impressed with the complete knowledge and very thorough and helpful approach to our financial situation. We have already referred a friend with a positive result!" - GB 2013
"Personal, friendly service, you show a genuine interest in the customer. Matt and Scott provide truly exceptional service. We have recently transferred our business to them and find their approach to be highly professional and friendly and they show genuine interest in the customer." - SC 2013
"Your friendliness and willingness to assist even with the simplest matters, nothing is too much trouble. We really appreciated the service that we have received and the staff are always polite and helpful." - JH 2013
"The interest you take in me as a person as well as my financial requirements gives me the confidence to leave my finances in your hands. I feel very comfortable & confident working with Horizons Wealth, knowing that they are providing me with great financial advice and the ability to afford the life I plan." - MA 2013
"...excellent rapport with his clients. He has listened to what we want and has not in any way tried to sway our conservatism. Follow up meetings have been essential ...always contactable and helpful. We are more than happy with the services of our adviser and the Horizons Wealth Staff." - J&L A 2013
"One of the most efficient and professional organisations I have had the pleasure to deal with …appreciated the respect shown towards me and valued the thoroughness with which issues have been handled." - BM 2012
"Matt and the team at Horizons Wealth have provided me with great peace of mind so I don’t have to worry about my situation"
"Really pleased with the advice given to us by the Horizons Wealth Team. They thought outside the square to come up with a great solution that has made us much better off!"
"We wanted to make sure we made the most of our current financial position to ensure our family’s future. Loved that the Horizons team were so proactive - not only in creating the plan but also implementing it with us!"
"Your advice and guidance has freed me from the stuff that I could do but don’t want to! We can get on and enjoy our retirement! I know my money will last and your advice has been value for money!"
"We should have done this 10 years ago!!!! Thanks Horizons Wealth!"
"What we really felt was that they “got us” – the plan we have put in place totally reflects us and our life stage. We look forward to working together long term!"