With industry-leading qualifications and accreditations, we bring you the best financial planners in Victoria, ready to deliver specialized services based on your needs.
With over 20 years of learning and innovation, we are laser-focused on ensuring an exceptional client experience wealth building. We are highly confident in developing a personalized plan that aligns your finances with specific needs.
We help you eliminate the loopholes in your financial planning and ensure peace of mind. We always count on strategic thinking and look to articulate the current plan & provide a vision with measurable success.
At Right Horizons, our Financial Consultants believe that every financial goal is entitled to a tailored approach, and each dream deserves a strategic plan. Get in touch with us and you’ll discover a partner for life. We’ll be by your side every step of the way, providing guidance, support, and expertise as you navigate the complexities of your financial journey.
Financial planning is a dynamic process that requires regular review and adjustment as your life circumstances change and economic conditions evolve. By engaging in comprehensive financial planning, individuals can optimize their financial resources, mitigate risks, and work towards achieving their desired financial outcomes. Key aspects of financial planning include identifying short-term and long-term financial goals, such as buying a house, saving for education, retirement planning, or starting a business. It also includes evaluating your current financial status by analyzing income, expenses, assets, liabilities, and existing investments.
People usually seek guidance from a financial planner when they have a specific need, such as purchasing their first house or planning for retirement. A financial advisor can help you at every stage of your life. Regardless of your life circumstances, we can help you set and achieve your financial goals. An expert will assist you in achieving your goals. Even if retirement seems far away, the sooner you begin planning, the more likely you are to achieve “Financial Independence” and peace of mind.
It is a prevalent fallacy that financial planning is only useful if you have a lot of money. Financial Momentum may assist a varied range of people from various backgrounds and financial situations. You don’t have to be wealthy to start a financial plan; the plan’s purpose is to help you build and protect your wealth. It’s a valuable tool for individuals at all income levels to achieve their financial goals, manage financial risks, and build a secure financial future.
Consolidating your superannuation funds can be highly advantageous. Firstly, it simplifies the management of your retirement savings. Instead of juggling multiple accounts with varying balances, you can track your funds more efficiently within a single account. By merging your funds, you can create a unified investment portfolio that better aligns with your retirement goals and risk tolerance. Furthermore, simplifying your superannuation can make it easier to designate beneficiaries.
