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horizoninvestmentsolutions.com.au

Overview

http://horizoninvestmentsolutions.com.au/SMSFSolutions/Overview/tabid/126/Default.aspx

Horizon SMSF Solutions Pty Ltd (Horizon) offers a complete accounting and administration service for Self Managed Superannuation Funds (SMSF). Through focusing on completing returns for funds managed via the Integrated Portfolio Solutions platform, Horizon is able to offer SMSF Trustees receive a comprehensive service in an extremely cost effective manner. Horizon offers a complete accounting and administration service for Self Managed Superannuation Funds;. An electronic copy of all annual documentation...

horizoninvestmentsolutions.com.au

How much does personal insurance cost?

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How Much Does Personal Insurance Cost? Horizon Investment Solutions is not tied to any one insurance provider and we can obtain quotes across all major insurance providers in Australia. In addition we can structure your insurance so as to have minimal impact on your annual cash flow. For an accurate estimate, please complete a Quote Request Form  and email to administration@horizonis.com.au. And we will respond promptly with an indicative guide across of a range of different insurance companies.

horizoninvestmentsolutions.com.au

Key Forms

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Authorising a person to act on your behalf.pdf. Claim for a Commonwealth Senior Health Card.pdf. Claim for Age Pension and Pension Bonus.pdf. Disability Support Pension Claim Form.pdf. Income and Assets.pdf. Income Stream Product.pdf. Real Estate Details.pdf. Low Income Health Care Card.pdf. Your browser does not support inline frames. Suite 1, 153 Victoria Street. Bunbury, WA, 6230. 399, Bunbury, WA, 6231. Overview of how we can assist.

horizoninvestmentsolutions.com.au

History of Firm - Horizon Investment Solutions

http://horizoninvestmentsolutions.com.au/About/HistoryofFirm/tabid/59/Default.aspx

History of the Firm:. Horizon originally commenced trading in 1998 as Morgans Stockbroking as an owner managed office.  In 2000 ABN AMRO bought 50% of Morgan Stockbroking head office and thus the business commenced trading as ABN AMRO Morgans. In 2008, ABN AMRO was taken over by the Royal Bank of Scotland and resulting in a name change to RBS Morgans. Your browser does not support inline frames. Suite 1, 153 Victoria Street. Bunbury, WA, 6230. 399, Bunbury, WA, 6231.

horizoninvestmentsolutions.com.au

The People

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160;Graham Oates, James Cawdell, Sujay Jacob. 160;David Offer, Natalie Spencer, Bryony Ross. David Offer Authorised Representative - 259188 . David has a Bachelor of Commerce (Accounting) from Curtin and Post Graduate Diplomas in Financial Planning, Applied Finance and Investment Technical Analysis. Through related entities, David is a unit holder of the RMBMM Bunbury Unit Trust and is remunerated by way of salary and profit share. Derivatives Level 1 and 2. Graham Oates Authorised Representative - 259230.

horizoninvestmentsolutions.com.au

New Client Process

http://horizoninvestmentsolutions.com.au/BecomeaClient/NewClientProcess/tabid/103/Default.aspx

Horizon Investment Solutions approaches assisting you in creating wealth and pursuing your financial objectives as a relationship. Personal advice on direct share investment;. Advice on dealing in derivative products (including options and warrants);. Comprehensive financial planning advice including superannuation and life insurance;. Personalised portfolio management and administration using Integrated Portfolio Solutions (IPS) platform;. For more information on our services please contact your Horizon...

horizoninvestmentsolutions.com.au

Why Consider Personal Insurance and types of insurance available

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Why Consider Personal Insurance and Types Of Insurance Available. Why consider personal insurance? The purpose of personal insurance is to ease the financial burden that can impact you and your family in the event of an unforeseen event such as illness, disability or death.  Personal protection is available in the following areas:. Total and Permanent Disability (TPD). For an accurate estimate, please complete a questionnaire and we will respond to you as soon as we can. Quote Request Form.

horizoninvestmentsolutions.com.au

Overview of how we can assist

http://horizoninvestmentsolutions.com.au/Centrelink/Overviewofhowwecanassist/tabid/133/Default.aspx

Overview Of How We Can Assist. In particular, Horizon specialises in age pension applications, disability support pension applications, applications for various allowances, the Commonwealth seniors health care card and low income health care card. This ensures your involvement with Centrelink is minimal. This service is generally complementary for existing portfolio clients of Horizon. The following links are to assist you in finding out more about potential Centre benefits you may be entitled to;.

horizoninvestmentsolutions.com.au

How much insurance do I need?

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How Much Insurance Do You Need? The following are some of the questions you should answer when deciding how much insurance you need;. How much do you require to pay off your current mortgage? How much do you require to pay off any other loans such as motor vehicle loans, student loans or credit card debt? What level of accrued sick leave and annual leave do you presently have with your employer? How much do you have in liquid funds or assets at can see you through a period of receiving no income?