WORKING TOGETHER TO CREATE

FINANCIAL
FREEDOM

WHAT WE DO

Boutique Wealth Management Advisors

Welcome to New Horizon Wealth

We are a boutique wealth management firm with 25 years of trusted experience. Our mission is to provide exceptional client service and direct access to our highly qualified advisers, fostering long-term relationships with clients and their families. We create personalised financial plans tailored to your unique circumstances and aspirations. Collaborating with your existing advisers, we ensure a comprehensive approach that adapts as your goals evolve. At New Horizon Wealth, we understand that every life stage requires a customised plan, keeping you on track to achieve your financial objectives.

Where can
We help you?

BUILD YOUR

superannuation

Super is money you set aside while you’re working (accumulation) so you’ll have money to live off in retirement.

BENEFIT FROM

investing

Investing is the process of allocating money to assets or ventures with the expectation of generating a profit or income over time.

MAP YOUR

retirement planning

Retirement planning ensures you save and invest enough to maintain your lifestyle and cover expenses after you stop working.

MAXIMISE EFFICIENCY

ASSET ALLOCATION

One of the most important decisions for your portfolio. A good asset allocation aligns your risk profile with your investments.

MAKE YOUR MONEY WORK FOR YOU

ETF’s

An ETF is a managed fund which is traded on the stock exchange. ETFs come in different shapes and sizes including domestic or international.

BUY A STAKE IN A COMPANY

Ownership in a company. As a shareholder, you earn profits through dividends and can sell your shares for a profit if the company’s value increases.

plan your retirement

build your superannuation

start investing

plan your retirement

build your superannuation

Let us get to know you and we’ll do the rest.

Book a
Strategy Session

4 STEPS TO FINANCIAL FREEDOM

Our Process

Our advice is a unique goals-based process that is designed to allow us to deliver meaningful and enhanced wealth management outcomes to our clients.

DISCOVER

This consultation is about you. Our discovery meeting is charged at hourly rates, but will be rebated to you should you wish to proceed.

ENGAGE

This consultation is about you. Our discovery meeting is charged at hourly rates, but will be rebated to you should you wish to proceed.

ADVISE

This consultation is about you. Our discovery meeting is charged at hourly rates, but will be rebated to you should you wish to proceed.

PROGRESS

This consultation is about you. Our discovery meeting is charged at hourly rates, but will be rebated to you should you wish to proceed.

BLOG

Latest News
and Strategy Updates

DON’T DO THESE

Three common investing mistakes

A COMPREHENSIVE OVERVIEW

What are bonds?

DETAILED BREAKDOWN

What are managed funds?

FOCUS ON WHAT’S IMPORTANT

Let’s talk about improving
your financial freedom

Ready to take control of your financial future? Fill out the form below to claim your consultation with one of our experts. We’ll help you craft a personalised plan to achieve your financial goals. Don’t miss this opportunity—start your journey to financial clarity today!

NEED TO KNOW MORE?

Frequently Asked Questions?

How much super do I need to retire?

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What is the minimum investment required?

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FINANCIAL
FREEDOM

Boutique Wealth Management Advisors

Welcome to New Horizon Wealth

Where can
We help you?