As a boutique, Wealth Management firm, our goal is to provide exceptional levels of client service and consistent access to our highly qualified, experienced advisers.
Our approach is to honour the differences and allow our people to build their specialist knowledge thereby taking our firms technical expertise to the highest levels.
It is our belief that these levels of expertise can only really be achieved through this approach to specialist creation.
Inevitably this leads to very long term, productive relationships with our clients, their families, friends and businesses.
For each private client, business, or Trustee we create a highly personalised financial plan.
The plan is based on a thorough understanding of our client’s circumstances, aspirations, priorities,
and attitude to risk.
Where appropriate, we work with a client’s existing legal, tax and accountancy advisers, employees,
and relevant stakeholders to ensure plans are holistic, efficient and supported.
Every plan is monitored on a regular basis so clients are confident that they will be alerted to opportunities, made aware of any issues, and have their plan quickly adapted to reflect any change in their objectives, circumstances, or legislation.
A cornerstone of financial planning is the recognition that everyone’s economic and life situation is unique.
Personalised service is essential when matching clients with the right financial products and services.
A commitment to professionalism and the cooperative development of unique, personal goals forms the foundation of any strong financial plan.
A financial plan must reflect the stage of life its owner is in: whether purchasing a first home, financing a child’s education, planning for retirement or maintaining a lifestyle in retirement.
A plan must reflect its owner’s personal or business situation.
A custom-tailored financial plan must also be continually reviewed to measure its achievements against stated aims, and ensure the owner is comfortable everything is moving forward according to plan.
Our focus is to understand your goals and develop a plan to help you reach them.
It is crucial to create a financial plan that seeks to help preserve your needs now, but plans for the future, in a tax efficient manner.
With a deep understanding of our client’s objectives, we provide tailored solutions to assist clients in achieving their financial goals.
Before training as a financial adviser, I was a Mining Engineer in the late 80’s and 90’s I’ve worked for small boutique advice firms and for large institution firms I worked as a financial adviser at ANZ for several years and before starting my own practice Macquarie Private Wealth.
Establishing New Horizon Wealth was a natural progression for me, after working for a Private Wealth Company, working for an institutional organisation really limits your thinking and restricts how you give advice, when you work for a large institution they want you to think of a product first (usually theirs) and then you shoe horn the client into that, But the only way to think is with the clients best interest in mind, Once you understand that your free to research the very best that’s available in the market to reach the clients goals.
I hold a Tax Practitioners Board certificate for Tax (Financial) Advice.
I’m also a full member of the Financial Advice Association Australia (FAAA)
With a deep understanding of our client’s objectives, we provide tailored solutions to assist clients in achieving their financial goals.
New Horizon Wealth PTY Ltd ACN 632 726 222 is a Corporate Authorised Representative of Lifespan Financial Planning Pty Ltd
AFSL No. 229892
ABN 23 065 921 735
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