What does your future look like?

We are here to make your financial future simple and something to smile about. By building lasting relationships and meaningful connections, we’re in the business of making you more empowered to live the life you choose.

What does your future look like?

We are here to make your financial future simple and something to smile about. By building lasting relationships and meaningful connections, we’re in the business of making you more empowered to live the life you choose.

Work smarter, not harder

(because we’ve already walked a mile in your shoes)

If you’re thinking of starting a family, buying your first home or just enjoying more control over your finances, we’re here to help. You may be able to get where you want to be by seeking financial advice.

The right professional financial advise can help make a difference to your future. By taking the time to plan for the life you’re imagining, you could put yourself on track to achieve your goals.

Learn more

Financial Planning

Wealth Creation

Superannuation

Retirement Planning

Insurances

Here are just a few stories of how we’ve helped clients, just like you, thrive through tough situations:

> Going the extra mile, even when you're stuck miles from home

A client’s wife called us from holiday in Asia. They had ended their cruise early because our client had become seriously ill. Due to a pre-existing medical condition, no insurance company would cover our client for this trip, so his wife urgently needed access to money to pay the ongoing hospital bills. Because of the relationship we had built with this client over a decade we were able to spring into action and assist his wife. Their bank wasn’t cooperating with her, so we called our contacts there and after 48 hours of ongoing negotiation on her behalf we ensured she had access to $100,000 to pay her husband’s medical bills. It was because of the mutual trust between us and this client that we were able to help his wife and ensure their safe passage back home to Australia.

> Our rock regarding our finances..

“The team at Coral Horizon has been our “rock” regarding our finances. Anne and her staff have worked extremely hard to solve a multitude of problems. We know she is always working towards our safe financial future.”

Doreen & Ray Hebbard

> Confident that our plans will become a reality.

“It is a pleasure to provide positive feedback. With Coral Horizon Finance, we are confident that our plans will become a reality. The team do a great job and it shows in the results we get.”

John Elliott

> We were in a bit of a pickle, but the team’s exceptional knowledge and work ethic...

“Over the 7 years we have been clients of Coral Horizon we have always found everyone to be friendly and efficient. In the beginning we were in a bit of a pickle, but the team’s exceptional knowledge and work ethic has made us a nice portfolio.”

Sandra & Ron

> Thank you for the management of our financial planning process over the past 15 years...

“We would like to express our thanks for your advice and commitment in the management of our financial planning process over the past 15 years, with a view to our recent retirement.”

Colin & Margaret Hamilton

Think of us as your financial concierge. No doubt you have ideas about what you want in life. Taking practical steps towards creating a better life starts with the right financial plan for you. Sometimes a small but wise decision can have a big impact. But what makes us special is the above and beyond service we give you – our process is the pinnacle of care, confidence and collaboration to expand new horizons for your life.