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 comfortable 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.
There is no cost, fee or obligation for our initial meetings.
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, goals 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 updates. Additional strategy recommendations are provided as required.
Active portfolio management
Access to an extensive selection of high quality investment options, managed funds, shares and alternative strategies via our:
'Managed Portfolio Service'
'Separately Managed Account' services
'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 active portfolio management approach.
Shares & Stockbroking transactions
Integrating shares and stockbroking transactions into portfolio administration, management and reporting.
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.
Stay in touch
We will arrange timely additional meetings, or other contact as required, when you wish to discuss any 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 a selection of high quality managed funds and alternative strategies via our:
- 'Separately Managed Account' services
- '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 active portfolio management approach.
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.
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'.