WEALTH
MANAGEMENT
FOR LAWYERS

Why get financial advice?

As a lawyer, law firm or self-employed barrister, you possess unique financial challenges and opportunities.
Managing your finances effectively is crucial to securing your future and achieving your long-term goals. That’s where professional financial advice tailored specifically to lawyers comes in.
We understand the complexities of your profession and the financial intricacies that come with it. Here’s why seeking financial advice is essential for lawyers and partners.

book a strategy session today

The Law Society of Western Australia is the peak professional association for lawyers in Western Australia. The Law Society is a not-for-profit association dedicated to the representation of its members.

New Horizon Wealth is part of your members extras programme to take advantage of the exclusive offer contact us through your membership portal or when you book an appointment quote your membership number.

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Why Our Partnerships Matter

Great financial advice isn’t delivered by one person alone. It’s supported by the right technical expertise behind the scenes. By working with trusted specialist partners like Sentinel group we ensure your advice is well-researched, technically sound, and kept up to date as your life and the rules change.

My wife and I engaged Philip to provide pre-retirement advice. We could not have been happier with the prompt, professional, well-researched, thorough and friendly service that Philip provided. He was a pleasure to deal with.

Geoff Lawn. Former Parliamentary Counsel, Western Australia.

What we do

SUPERANNUATION

RETIREMENT
PLANNING

INVESTMENTS

WEALTH
PROTECTION

SELF MANAGED
SUPER

DEBT MANAGEMENT

ESTATE PLANNING

TAX PLANNING

Your financial journey

1. STARTING OUT
  • Get your finances on track and protect what matters most.
  • Build healthy savings habits and start planning for key milestones like buying your first home.

  • We help you establish a strong foundation with budgeting, risk protection, and long-term financial planning.

2. GROWING YOUR CAREER OR BUSINESS
  • As your income grows, so do your opportunities.
  • We help you manage cashflow, structure your finances effectively, and plan for major life goals.

  • This can include superannuation strategies, personal insurance, and investment planning.

3. ACCUMULATING WEALTH
  • With a solid foundation in place, it’s time to grow your wealth.
  • We help you invest strategically, optimise tax outcomes, and align your financial plan with your long-term goals.

  • Our approach focuses on sustainable growth and financial flexibility.

4. TRANSITIONING TO RETIREMENT
  • Plan ahead so you can retire with confidence.
  • We help you structure your superannuation, manage income streams, and ensure your lifestyle is supported long-term.

  • We also assist with estate planning and wealth transfer strategies.

book a strategy session today

Retail super funds

Retail funds are usually run by banks or investment companies. Anyone can join.

Main features:

  • They often have a wide range of investment options.
  • They may be recommended by financial advisers who may charge a fee for their advice.
  • Most range from medium to high cost, but many offer a low-cost or MySuper alternative.
  • The company that owns the fund aims to keep some profit.