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Growing and Protecting your Wealth & Loved-ones
- General Info
Committed to providing you with the highest level of service as your Coach, your Adviser, your Mentor and your Project Manager
Established in 1979 by David Millard, then joined by his daughter Sara Millard in the business in 1993, Financial Horizons is committed to servicing its valued clients anywhere in Australia
Investment Planning & Wealth Creation Strategies Superannuation inc SMSF and Rollovers Retirement Planning - Including Transition to retirement strategy; Income streams (Allocated Pensions and Annuities); Taxation Planning Centrelink Planning Budget Planning Life, Total and Permanent Disablement and Trauma Insurance Income Protection Key Man & Business Protection Estate Planning review and implementation via referral relationship Mortgage Lending - Via referral relationship Ongoing Claim & Review Service
- Email Business
- Established
- 1979
- ABN
- 67 010 884 830
- ACN
- 010 884 830
- Staff
- 1-10
- Service Notes
- After hours by appointment only
- Other Links
- Category
- Keywords
- estate planning, financial planning, income protection, investment planning, key person & succession planning, life insurance, retirement planning, superannuation, total and permanent disablement insurance, trauma insurance
What is Financial Horizons’ approach?
Financial Horizons takes an uncompromising approach to ensure clients meet their aspirations through every stage of life’s journey.
Who is Sara Millard?
Sara Millard is a financial advisor at Financial Horizons, known for providing quality financial advice and helping clients achieve financial freedom.
What does the latest article discuss?
The latest article provides key market insights summarizing the economic activities and trends of the first quarter of 2024.
