Financial Horizons

Financial Horizons
Financial Horizons
Financial Services-MANOORA, QLD
Financial Services-Manoora, QLD
Established in 1979 by David Millard, then joined by his daughter Sara Millard in the business in 1993, Financial Horizons has since developed in to a business providing a holistic service t..
Suite 2 96 Pease St, Manoora, Qld, 4870.
Suite 2 96 Pease St, Manoora, Qld, 4870.
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Established in 1979 by David Millard, then joined by his daughter Sara Millard in the business in 1993, Financial Horizons has since developed in to a business providing a holistic service that encompasses wealth creation, insurance and risk protection, retirement and estate planning, social security strategies and loan referrals.
At Financial Horizons our role is to help you achieve your financial goals and objectives.
In assisting you to understand more about the financial planning process, we have detailed each step of the process.

Establishing your Lifestyle Goals.
Strategy Development – based on lifestyle, cash flow, time frame and risk/return.
Strategy Recommendation – to achieve outcomes return to meet your lifestyle goals. Covers assets, liabilities and risk.
Implementation & Induction – jointly commit to achieving lifestyle goals; implement agreed strategy.
Ongoing Planning – review all aspects of progress against targets.
 
Interpreting complex issues such as government legislation, economic factors and changing economic markets, while providing simple solutions.
 
Professional and proactive care, supplied in a friendly and understanding manner.
 
A total financial organization service and holistic planning approach, which integrates other professional services.

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