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Horizons Wealth

Phone: +61 3 9836 4744

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25.01.2022 We are hiring! We have an exciting opportunity for a Client Services Officer to join our team. Located in Surrey Hills, close to station. Apply below. #careeropportunities #ClientServices #financialplanning #horizonswealth... https://www.seek.com.au/job/51714564

24.01.2022 Good health is not a privilege, and neither is access to good financial guidance. The last few months have been incredibly tough for everyone particularly those who are planning for retirement, are causal workers or who have lost their jobs. The recovery is only just beginning, and we want to be right there with you to help. Whether it is decisions about accessing your super early, or taking a ‘holiday’ from your mortgage all of these decisions are made tougher when you... don’t have access to professional financial guidance. So we are stepping up to make sure you can get this access to the guidance you need. At #HorizonsWealth we are taking part in the IOOF Community Offer which means we are providing a range of free financial guidance options over the next three months to those in our local community who need it most. Call us on 0398364744 or email us [email protected]

22.01.2022 We hope you are all well and staying safe. One of our Directors of Horizons Wealth, Philip Volk, has put together a video for you explaining the impacts of Covid-19 and the difference between the current markets and economy to that of the GFC. Check it out at www.horizonswealth.com.au Stay well and safe.... The Team at Horizons Wealth

22.01.2022 About 6 weeks ago, our team felt we needed to reach out to our clients and brighten their day. So we began working on "Brighten someones day" gifts. We had cookies made with positive messages on them, jams and personalized postcards which were sent to our clients. Well we had no idea the response would be so big. We have been overwhelmed by beautiful messages and photos from our clients! It has definitely brightened our days. Here are some pics of client gifts and postcards Thank you to Maria's Creative Cakes for the cookies and Q Pantry for the jams. They were delicious as always! www.horizonswealth.com.au #grateful #brightensomeonesday #cookies #jams #mariascreativecakes #qpantry

22.01.2022 As a parent, you try to ensure your children have the skills to make smart financial decisions. For example, you tell them about the importance of saving or perhaps the power of compounding interest? Modelling good financial behaviour is key. Some tips that may help: Discussing your family household budget with them, making them wait to buy something, letting them make minor mistakes and teaching them to compare prices and quality of products are just some of the ways to get started. #healthymoneyhabits #valueofmoney #kidsandmoney #savingsplan #budgeting www.horizonswealth.com.au

20.01.2022 #anzacday #lestweforget

19.01.2022 The #2020Budget is all about #jobs, jobs and spending to make more jobs. We already have #JobSeeker and #JobKeeper, and now we have #JobMaker and #JobTrainer. Most changes must be legislated and passed through Parliament before they apply. If you think you may be impacted by some of the Budget’s proposed changes, you should consider seeking professional advice. Our #Advisers can give you a clear understanding of where you stand and how you can manage your cash flow, super and investments in light of proposed changes. Give us a call (03)9836 4744 or [email protected]

19.01.2022 Today as Australians we stand quietly on the 11th hour of the 11th day of the 11th month for a minute of silent reflection to honour the memory of those who made the sacrifice in war. Lest We Forget #lestweforget2020 #remembranceday

17.01.2022 We are almost at the end of the financial year. What can be another tax benefit?? Purchasing Life Insurance, Income Protection and Total and Permanent Disability (TPD) insurance through super may be tax effective and also provide you with peace of mind. See your financial adviser today for more information. https://f.datasrvr.com//EOFY_2020_Insurance_through_Super_ #eofy2020

17.01.2022 Premier Daniel Andrews announced major changes to non-essential business operations across the state with Stage 4 restrictions imposed in Melbourne Metro on Sunday 2nd July and further business restrictions on Wednesday 5th July. We want to reassure you that we are able to continue our services to you without interruption as we have been remote working since March 2020. Working from home has enabled our team to continue servicing clients via phone, face to face via video co...nferencing and email. Should you require assistance, please feel free to call us on (03)98364744 or send us an email at [email protected]. Response times may be slightly longer, but rest assured we will get back to all our messages. Please stay safe and well. horizonswealth.com.au #horizonswealth #stage4lockdown

17.01.2022 Due to the growing concern of COVID-19, and the Government’s advice of social distancing, we have successfully transitioned all our team to working remotely until further notice. Although our offices will be closed, rest assured, it is business as usual. We will continue to service our clients using video conferencing, phone and email. We will continue to send updates to our clients and also update our website with information. Horizons Wealth team are here to help. Plea...se feel free to contact us on 9836 4744 or [email protected]. We wish everyone good health and patience in these challenging times. #together #horizonswealth www.horizonswealth.com.au

16.01.2022 If there is one thing we take away from Covid-19, it is how your financial security can be affected so quickly. It is more important than ever to feel some sense of security through these times. Whether its through your professional network or taking the best step of all and that is to seek advice from a financial adviser. Financial advice is about a lot more than money. It’s about, confidence, peace of mind, independence and freedom. At #HorizonsWealth we have a whole tea...m of people doing a whole lot of work for you research analysts, technical experts, paraplanners and support staff. Together, a strong team can deliver greater value to our clients who rely on us to be well informed and work towards their dreams. Horizons Wealth are there together with you on that journey. https://horizonswealth.com.au/our-journe/the-advice-journey See more

13.01.2022 Let us look at our past and promise to take its lessons with us to make our future a glorious one. From the team at Horizons Wealth, we hope you relax and feast with your loved ones on this #AustraliaDay2021. ... www.horizonswealth.com.au

11.01.2022 Some of you will have started thinking about what life looks like outside of #COVID19. Or more specifically, #lockdown2020. Perhaps, like many, you have wondered... How will I be affected? Will my retirement be delayed? Do I have control of my financial future anymore? There is certainly one thing we take away from year 2020; it is how your financial security can be affected so quickly. It is more important than ever to feel some sense of security moving forward beyond ...today. Whether its through your professional network or taking the best step of all and that is to seek advice from a financial adviser. Financial advice isn't just about money, it’s about confidence, peace of mind, independence and freedom. At #HorizonsWealth we have a whole team of people doing a whole lot of work for you research analysts, technical experts, paraplanners and support staff. Together, a strong team can deliver greater value to our clients who rely on us to be well informed and work towards their dreams. Horizons Wealth are there together with you on that journey. https://horizonswealth.com.au/our-jo/the-advice-journeyAsAs See more

11.01.2022 Setting a #financialgoal for the New Year? Take steps to make it work. www.horizonswealth.com.au... #2021goalsetting

09.01.2022 Why You Should Strive for Consistency Over Certainty Our deep-rooted desire for certainty stems from a fear-of-the-unknown, and yet life teaches us that very few things are definite. #FinancialPlanning is about #consistency.... In strengthening your financial muscle, you will be better equipped to manage those circumstances that we cannot predict. https://horizonswealth.com.au/

09.01.2022 Do you know someone looking to continue their career as Client Services Officer or perhaps looking yourself?? Please share our advert or DM me. Thank you #clientservices #financialplanning #horizonswealth

05.01.2022 A conversation could save a life. R U OK? #ruokday2020

04.01.2022 To help you complete your tax return, especially if you’ve just started working from home for the first time, this checklist outlines income and expenses you need to disclose to the Australian Taxation Office (ATO) when lodging your return. We’ve also provided an overview of the types of tax off sets and deductions you may be entitled to claim plus other handy tax tips. https://f.datasrvr.com//EOFY_2020_Tax_tips_and_tax_return_ #eofy2020

02.01.2022 #JobKeeper is a wage subsidy payment designed to help businesses effected by #COVID19 retain their staff. But the subsidy is coming to an end. What does the end of JobKeeper means for Aussie states? #GovernmentAssistance #horizonswealth... https://www.news.com.au///57a7310b68896f3a1dff274d9acb3257

02.01.2022 As we continue to adapt to Covid-19 and our rapidly changing reality, we remain committed to keeping our community informed via different platforms. Our website has been updated with the latest Government Stimulus Package with a fact sheet from IOOF. We will continue to update you with the latest from IOOF and Government news. Stay safe and well. #together #horizonswealth... www.horizonswealth.com.au

01.01.2022 Due to the #Coronavirus pandemic, the #AustralianGovernment made a number of announcements about relief packages to help Australians through this difficult period. The most recent relief package announcement was to introduce the #HomeBuilder scheme in an effort to stimulate the building industry, creating jobs and economic growth, and for those lucky enough to be able to take advantage of this, providing the opportunity to build or renovate the home of your dreams. Click the... fact sheet below for more information. ##horizonswealth https://treasury.gov.au//2020-06/Fact_sheet_HomeBuilder.pdf