Sara has been involved with financial services since 1993, and specialises in wealth creation, investment, pre/post retirement planning, estate planning, and business/personal risk protection.
I am the owner and the principal adviser for Financial Horizons. My team and I provide a holistic service, working directly along-side our clients and their loved-ones. I work with you to understand every aspect of your current financial situation, what you want to achieve in the future, and build a plan for you to get there. This often involves a mix of strategy conversations with you, as well as detailed research and investigation to come up with a way to best achieve your goals.
Once we get you on the right path, I work with you over time to keep you on track and adapt your plan to changing priorities and landscapes over time. In short, when you have a question regarding your finances, you can pick up the phone and give my team and I a call.
I have been in the Financial Services Industry since 1993 operating as an authorised Adviser, and became a shareholder of Financial Horizons in 1995. I had previously worked in pharmacy, where I worked closely with people with long-term needs; and began my love with trying to make a positive change to peoples lives.
What I love most is seeing my clients end up in a better position, seeing them realise even the smallest goal, and being able to play a part in this. Walking with them and guiding them through the turbulent times or the pit of uncertainty is just as important to me.
Whilst not at work, I enjoy eating out, socialising with my family (the two and four legged ones) and friends, as well as playing any type of cricket related sport.
Families are the compass that guide us. They are the inspiration to reach great heights, and our comfort when we occasionally falter. -Brad Henry