- You want a financial planner that you can have a valuable, rewarding and long-standing relationship with.
- You want to be empowered and able to make decisions that provide you and your family freedom to make the choices you desire.
- You want intelligent and collaborative partnerships that best serve your needs.
- You want to work with real people, just like you, who get where you’re coming from and where you want to go.
- You want innovative solutions that go beyond the numbers.
- You want peace of mind & confidence to kick some goals, doing what you love.
- You want someone who cares.
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.
“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
“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.”
“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
“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