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
SHARES
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

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

Book a Strategy Session

Success. It’s in our DNA

7 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.

1

Understanding the Client’s Personal and Financial Circumstances

2

Identifying and Selecting Goals

3

Analyzing the Client’s Current Course of Action and Potential Alternative Course(s) of Action

4

Developing the Financial Planning Recommendation(s)

5

Presenting the Financial Planning Recommendation(s)

6

Implementing the Financial Planning Recommendation(s)

7

Monitoring Progress and Updating

BLOG

Latest News
and Strategy Updates

A COMPREHENSIVE OVERVIEW
DETAILED BREAKDOWN
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 contact 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!

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NEED TO KNOW MORE?

Frequently Asked Questions?

The amount of superannuation needed for retirement depends on various factors, including lifestyle expectations, life expectancy, inflation, health costs, and whether you are eligible for other income sources, such as the government pension. However, general guidelines can help provide a sense of what you might need.
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The amount you need to start investing personally depends on a few factors, such as your financial goals, risk tolerance, and the type of investment you choose. Ultimately, you can start investing with almost any amount, but it’s wise to have a planthat matches your financial situation.
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Yes, local and based in Perth but not restricted to Perth only, I have clients in Geraldton, Bunbury, Busselton. Choosing a local boutique financial adviser over a corporate or industry adviser can offer several advantages, depending on your needs and preferences.
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Investment returns are not guaranteed. When you invest in shares (stocks), you are buying a small ownership stake in a company. The value of shares can go up or down based on a variety of factors.
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A Self-Managed Superannuation Fund (SMSF)is a type of superannuation (retirement savings) fund in Australia that is privately managed by its members, who are also trustees or directors of the fund. An SMSF allows individuals to directly control and manage their superannuation savings, rather than relying on a professional superannuation provider. 
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