How We do it

We provide simple and effective solutions for building and managing wealth - without the complicated language. There is no cost, fee or obligation for our initial meetings.

THE JOURNEY WITH HORIZON PROSPERITY

First meeting

General discussion about your financial needs and objectives. The first meeting allows you and your Financial Adviser to find out if you are confortable and confident with each other.

Follow up meeting

If required, this is an oppotunity to further explore queries or topics that may arise from the first meeting - including more detail on the steps required to provide you with tailored personal advice.

Data gathering

Our team will work with you to gather all relevant financial and personal information. We work with you to explore ways in which you can achieve your financial needs, goals and objectives.

Strategy design

We will analyse your information and in conjuncion with our extensive research and technical resources - identify and design appropriate strategy solution for you.

Present recommendations

We will present you with our recommendations that have been designed to suit your financial needs, golas and objectives.

Implement strategies

Our team will assist you to implement the agreed strategies. This includes preparing various documents and processing relevant paperwork.

Building or updating the foundations for your financial future

Proactive approach to advice & service

As your personal and lifestyle circumstances change, so too will your financial decisions. We work with you to determine which of our service structures is best suited to keeping your strategy up to date.

Engagement & renewal agreed each year

Dynamic Advice & Planning Service

Strategic Advice & Planning Service

Annual Planning Service

DYNAMIC ADVICE AND PLANNING SERVICE

Annual and half-yearly planning meetings

We review your financial goals and objectives and discuss any changes to your personal circumstances - either by meeting, telephone, video call or email.

Portfolio Administration services

Access to a range of comprehensive 'administration platforms' for efficient and effective portfolio management.

Investment portfolio updates

We provide comprehensive annual and half-yearly investment portfolio reports as well as relevant economic updateds. Additional strategy revommendations are provided as required.

Active portfolio management

Access to an extensive selection of high quality investment options, managed funds, shares and alernative strategies via our 'Managed Portfolio Service'.

Should our research determine that changes to investment allocations are appropriate, adjustments can be made in a timely manner via our 'Managed Portfolio Service'.

Share & Stockbroking transactions

Integrating shares and stockbroking transactions into portfolio administration, management and reporting.

Be informed

We will keep tou informed with investment market abd research updates along with newsletters and a subscription to the Horizon Prosperity Knowledge Centre.

Client forums

You will be invited to our regular client functions.Presented by the team at Horizon Prosperity, these events often feature an interesing and inspiring guest speaker.

Stay in touch

We will arrange timely additional meetings, or other contact as required, when tou wish to discuss aby aspect of your strategies or circumstances.

STRATEGIC ADVICE AND PLANNING SERVICE

Annual planning meeting

We review your financial goals and objectives and discuss any changes to your personal circumstances - either by meeting, telephone, video call or email.

Portfolio administration services

Access to a range of comprehensive 'administration platforms' for efficient and effective portfolio management.

Investment portfolio update

We provide a comprehensive annual investment portfolio report as well as relevant economic updates. Additional strategy recommendations are provided as required.

Active portfolio managemet

Access to selection of high quality managed funds and alternative strategies via our:

  • 'Managed Portfolio Service' or
  • 'Multi Manager Blended Portfolio Service'.

Should our research determine that changes to investment allocations are appropriate, adjustments can be made in a timely manner via our 'Managed Portfolio Service'.

Be informed

We will keep you informed with investment market and research updates along with newsletters and a subscription to the Horizon Prosperity Knowledge Centre.

Client forums

You will be invited to our regular client functions. Presented by the team at Horizon Prosperity, these events often feature an interesting and inspiring guest speaker.

ANNUAL PLANNING SERVICE

Annual planning meeting

We review your financial goals and objectives and discuss any changes to your personal circumstances - either by meeting, telephone, video call or email.

Portfolio administration services

Access to a range of comprehensive 'administration platforms' for efficient and effective portfolio management.

Investment portfolio update

We provide a comprehensive annual investment portfolio report as well as relevant economic updates. Additional strategy recommendations are provided as required.

Simple & effective portfolio management

Access to a broadly diversified selection of investment allocations via our 'Multi Manager Blended Portfolio Service'.