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Book a 360º discovery meeting

Bring your financial future to life

Book a 45 minute 360º discovery meeting with Sara Millard to bring your financial future to life in this high-value ‘get to know you’ meeting. Our job together is to walk you through the first two steps of the financial planning process:

  • Identifying your goals - Your short and long term financial and non-financial goals are the foundation of your plan.
  • Assessing your financial situation - We take the time to leave no stone unturned. We’ll make sure we understand your full financial situation.

Depending on your situation, we may start to discuss possible strategies and options that can help you reach your goals sooner and with greater certainty.

Call us on 07 4032 5200 to request an out of hours appointment if the available times do not suit you.

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  • Important information

Financial Horizons (Cairns) Pty Ltd
ABN 67 01 0 8 84 830
Corporate Authorised Representative No. 243012
Suite 2, 92 Pease Street
Manoora, QLD, 4870

Crown Wealth Group Pty Ltd
ABN 22 603 037 510
AFSL 494274
PO Box 224
Warners Bay, NSW, 2282

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