- 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.
“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