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Established in 1979 by David Millard, 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.
Our team comprises three Financial Planners, a Paraplanner, an Office Manager and a Personal Assistant. With David and his daughter Sara being the principals and, along with long-time family friend, Bryce Carrier, as financial planners, we are a more family orientated business offering a personal and human touch to our service. Located in Cairns Professional Centre, Suite 2, 92-96 Pease Street, Cairns, Queensland, our offices offer our clients customer parking and a comfortable secure environment. Click here to view location map.
At Financial Horizons , we are committed to providing you with the highest level of service as ….
+ YOUR COACH
- 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.
+ YOUR ADVISER
Interpreting complex issues such as government legislation, economic factors and changing economic markets, while providing simple solutions.
+ YOUR MENTOR
Professional and proactive care, supplied in a friendly and understanding manner.
+ YOUR PROJECT MANAGER
A total financial organization service and holistic planning approach, which integrates other professional services.
TESTIMONIALS
10 Years ago Sara, David and the team at Financial Horizons gave me advice and assistance with my financial and insurance needs. I have gone from almost bankrupt to financially comfortable and still growing. The professionalism and high quality service offered is something I will recommend to anyone.
Barry Shooter - Cairns, Qld
For over ten years the team at Financial Horizons has provided us with exceptionally high standards of personalised service. David and Sara’s commitment to us in every aspect of our financial planning has been of enormous benefit.
Yvonne Zemaitis & Phil Callard - Cairns, Qld
Over the years, our business has engaged some of the largest insurance companies and brokers to cover our requirements. Since Financial Horizons has taken over all our financial and insurance needs, I am much happier with the results. I can recommend these professionals to secure anyone's financial future.
Graeme Penny - Townsville, Qld
LOCATION MAP
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