Asset Allocation

Asset allocation involves distributing funds across various investment classes like Equity, Property, Fixed Interest, Cash, and Alternatives. Horizon WM actively manages these allocations based on economic conditions with our team of trusted partners.

Cash Flow Management

Nobody wants to run out of money. Developing a comprehensive budget is the foundational step in pursuing your financial objectives. Implementing effective and consistent strategies to cultivate savings for the long term. 

Risk Management & Insurance

Anticipate the potential impact on you and your family in unforeseen circumstances. Mitigate risks to your life, income, and assets with tailored solutions from a range of reputable insurance providers. 

Tax Planning

We pride ourselves on helping you keep the fruits of your labor in your possession. Our team of experts will assist you in navigating your taxable, tax deferred, and tax advantaged assets.

Estate Planning

When something major happens you want to be able to provide clarity to your loved ones. Your plan should be reviewed and revised accordingly. 

Retirement Planning

Retirement is a constantly shifting target. You can't see what you don't understand so we provide all available tools to nail target retirement dates and maximize your probability of success.

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