DELIVERING PERSONAL WEALTH PEACE OF MIND...
Horizon Advisory is a financial advice business offering a range of financial planning services. Cameron Foster is the sole owner, adviser and principal of the business and he is Eyre Peninsula born and bred. Horizon Advisory clients come from all walks of life and rest easy knowing that Cameron is going to be around to help them for a long time to come. Cameron's expertise and experience lies in the areas of personal money management, investment, retirement planning and superannuation.
He is able to assist with basic money matters such as helping to get your personal finances under control. This could also include putting a savings plan in place for goals such as funding the kids’ education or saving for a deposit on a house. He can help you to decipher the complex world of investment options that are available out there so you can slowly but surely begin to accumulate wealth.
Ultimately, Horizon Advisory can help you to get an understanding of what is really important to you and what you want out of life, now and in the future. This would include defining your life values and goals and then developing a money map which will help you achieve these things. A personal money map is different for everyone and will depend on what stage of life you are at, but the focus is on you and your money. It’s about;
Income: ensuring that you are maximising your personal income and minimising tax
Investment: the best way to accumulate wealth over the long term
Protection: do you need to safeguard your wealth and family against unforseen events
Retirement: ensuring you can enjoying your money and do the things you want during life after work
Estate Planning: to make sure your money is distributed with in line with your wishes
Once your money map is in place, Cameron can maintain a relationship with you to ensure that you stay on the right path – he can become your money coach. Having this ongoing relationship means that Horizon Advisory can maintain regular contact and help you avoid costly mistakes and make the most of opportunities as things change either in your life circumstances, in investment markets or with the law.