Local knowledge, world class skill

Horizon Financial Services was established on a set of core principles designed to align its interests with those of its investors. These include a commitment to active investment management, having employees invest alongside clients, and maintaining long-term staff ownership.
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Invested in expertise, performance and trust

  • A team who invests alongside their clients
  • Active fund management
  • Sustainable Investing
  • In-depth research & insights

Get Started

Simple steps to enhance your finances
Step 1
Consultation
Schedule a meeting with our experts
Step 2
Assessment
Review your financial situation thoroughly
Step 3
Strategy Development
Formulate a personalized financial plan
Step 4
Implementation
Put your tailored strategy into action
Step 5
Monitoring
Regular review for continued success

What we offer

With a minimum investment of just $1,000 you can choose from our suite of managed funds with differing risk and return profiles to suit your investment goals.
Fund One
Australian Absolute Growth Fund (ASX:MFOA)
Invests in a diversified portfolio of predominantly Australian equities, complemented by selective exposure to international equities and cash.
Fund Two
Dynamic Small Companies Fund
Invests primarily in small to mid-cap listed or soon to be listed Australian equities.
Fund Three
Global Opportunities Fund
Invests in global equity securities that are attractively valued.
Fund Four
Australian Active 100 Fund - Class A (no performance fee)
An actively managed Australian equity fund that targets outperformance of the S&P/ASX 100 Equal Weight (TR) Index.
Fund Five
Australian Active 100 Fund - Class B (with performance fee)
An actively managed Australian equity fund that targets outperformance of the S&P/ASX 100 Equal Weight (TR) Index.
Fund Six
Corporate Bond Plus Fund
To provide regular income and generate a positive low volatility return by investing primarily in Australian dollar denominated securities from issuers in Australia and New Zealand.

Feedback

What our clients say about us
  • Horizon Financial helped me double my investments.
    ★ ★ ★ ★ ★
    John D
    Amazing service and great advice for my retirement planning.
    ★ ★ ★ ★ ★
    Sara L
    Their wealth management strategies are top-notch and very effective.
    ★ ★ ★ ★ ★
    Michael B
  • I trust Horizon Financial for all my financial decisions.
    ★ ★ ★ ★ ★
    Emma C
    Exceptional service that truly meets my financial needs.
    ★ ★ ★ ★ ★
    Oliver S
    Horizon Financial guides me with insightful consultation.
    ★ ★ ★ ★ ★
    Isabella T
Call Us Today!
Location
30-32 Ellingworth PdeBOX HILL VIC 3128
Hours
Mon - Fri 9am - 5pm

Email
info@horizonfinancialservices.com.au
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