Horizon Wealth Advisory

A little BTS from our latest website photoshoot. 📸💙

Congratulations, Paul! 👏

A huge congratulations to Paul Briggs on becoming an Accredited Aged Care Professional™!

This accreditation is a fantastic achievement and reflects Paul’s commitment to supporting clients and their families through what can often be some of the most complex and important financial decisions in life.

At Horizon Wealth, we believe great financial advice is about more than numbers — it’s about understanding people, their circumstances and what matters most to them.

Well done, Paul! We’re very proud to have you as part of the Horizon Wealth Advisory team.

Congratulations on this well-deserved achievement! 🥂

Celebrating 6 amazing years of Horizon Wealth Advisory! 💙✨

For the past six years, we've had the privilege of helping individuals and families build, protect, and grow their wealth with confidence.

To our clients, partners, and everyone who has been part of our journey—thank you for your trust and support. Here's to the relationships we've built, the milestones we've achieved, and many more years of making a meaningful difference.

Happy 6th Anniversary, HWA! 🎉

Did you know?

Investment-related questions are among the most common financial concerns of young professionals in Australia especially in their 20s and 30s.

One of the big ones is:

“Where should I invest?”🧐

Here’s a quick breakdown to help you start thinking smart:

📈 Shares – Invest in companies and grow with them. Long-term potential but expect ups and downs.

🏠 Property – A tangible asset. Great for building equity, but entry costs can be high.

💰 Superannuation – Small extra contributions now can mean thousands more in retirement.

📊 Managed Funds – Professionals manage the investment for you. Ideal if you want diversity and less hands-on work.

Not sure which path fits your goals, lifestyle, or budget?

📩 Message us or book a free consultation. We’re here to help make investing clearer, smarter, and less overwhelming for you.

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There's nothing more rewarding than knowing we've helped our clients feel confident about their financial future.

Thank you, Julie, for your kind words and for trusting Horizon Wealth Advisory. We're grateful to be part of your journey toward a comfortable retirement.

Ready to take control of your financial future? We'd love to help.

Yesterday, the HWA team had the opportunity to share insights on Tax-Effective Investing during a WeWork Lunch & Learn session.

The discussion covered tax-effective investment structures, utilising equity to grow wealth, investment bonds, and superannuation strategies.

We’re proud to share our knowledge and continue meaningful conversations around strategies that can help support better financial outcomes.

Meet LJ! 😊

We’re excited to welcome Lu-Jean (LJ) to Horizon Wealth Advisory as our Operations Manager.

With more than 10 years’ experience in the financial planning industry and a Diploma in Business Administration, LJ brings a strong background in practice management, client services and business operations.

LJ has extensive experience supporting advisers and clients throughout the advice process, with a particular focus on creating efficient processes, supporting teams and helping deliver a seamless client experience.

In her role at Horizon, LJ will be focused on strengthening our operations, improving processes and supporting the team as we continue to grow.

Outside of work, LJ enjoys spending time with her family, discovering great food and wine, camping and getting outdoors with her Rottweiler, Zeus. 🐾

Wishing our clients, colleagues, and the Brisbane community a very Happy Ekka Holiday! Enjoy the rides, showbags, strawberry sundaes, and all the excitement the Ekka has to offer. 🍓🎠

Should You Salary Sacrifice to Super?

Salary sacrificing into your super can be a smart way to grow your retirement savings while potentially reducing the amount of tax you pay today.

Here are some of the key benefits:
✅ Grow your retirement savings through regular pre-tax contributions.
✅ Potentially reduce the amount of tax you pay, depending on your individual circumstances.
✅ Benefit from the power of compounding over the long term.

However, salary sacrifice isn't the right strategy for everyone. Your income, cash flow needs, contribution caps, and long-term financial goals all play an important role in determining whether it's suitable for you.

Before making any changes, it's important to understand how salary sacrifice could affect your overall financial position.

Thinking about salary sacrificing to super? Speak with a financial adviser to determine whether it's the right strategy for your circumstances and retirement goals.

Every journey begins with a single step—and financial planning is no different.

While we can't predict what the future holds, we can take steps today to be better prepared for tomorrow. Whether you're saving for a home, building your wealth, preparing for retirement, or simply looking to feel more confident about your financial future, having a plan can make all the difference.

Financial planning isn't just about managing money. It's about creating a roadmap that supports your goals, adapts to life's changes, and helps you make informed decisions along the way.

The best time to prepare for the future is before you need to.

Every journey has a destination. A financial plan helps ensure you're heading in the direction that matters most to you.

Not sure if you're on the right financial path? A conversation with a financial adviser could be the first step towards greater clarity and confidence.