Welcome to Eastern Horizon Wealth Management, where financial success meets personalised service.

Eastern Horizon Wealth Management was established from a passion and desire to provide first class financial planning to businesses and private individuals.

We built on values such as integrity, respect and transparency which we believe is fundamental to successful long term financial planning and wealth management.

The Practice is here to assist you with all your financial planning needs, no matter how big or small. Our goal is to provide you with the opportunity to establish a trusted, long-term relationship with someone who will be there for you every step of the way.

Our commitment to building long-lasting trusting relationships with you, our clients, and providing high quality professional financial advice is at the heart of everything we do

The Practice is committed to building and sustaining long-term client relationships based on trust, superior service and the quality of our initial and ongoing advice. Our philosophy is simple: to ensure financial peace of mind for you and your family across the generations. We will provide a highly personalised service, with the aim of ‘earning the right’ to be considered as your trusted Financial Adviser for many years to come. We will help you make informed financial decisions to achieve your goals through personal, face-to-face financial advice.

We help you reach your financial goals by offering you the appropriate advice and guidance now, and by ensuring that any plans put in place remain effective in the future no matter how your circumstances change.

To achieve this, we adhere to three fundamental values:

Prioritise our clients' needs

At Eastern Horizon Wealth Management, our clients take precedence above all else. We invest effort in comprehending our clients' objectives and goals before presenting tailored recommendations. Collaborating closely with our clients and their families, we strive to ensure financial security and assistance.

Embrace transparency and trustworthiness

At Eastern Horizon Wealth Management, we recognise that selecting a wealth manager necessitates trust. We initiate relationships with our clients by understanding their values and priorities. As your requirements evolve over time, so does our financial advice. We are transparent about our charges, which will be discussed with you during your face to face meeting with us. 

Deliver exceptional service

At Eastern Horizon Wealth Management, we provide a warm, highly individualised service to our clients, handling financial matters with the utmost confidentiality. We respond to queries quickly and handle all administration so our clients have more time to focus on what is important to them.