Horizon Advisory is the ‘sister company’ to Eden Wiseman (Accountants). Both businesses have the same directors and operate from the same office, based in Port Lincoln, South Australia.
Horizon Advisory has grown steadily over the past fifteen years as clients of Eden Wiseman sought help with their investments and related needs.
The accounting business provides us with much of the specialist expertise we need to be good advisors including taxation, business structuring, business succession and estate planning.
When Horizon Advisory (formerly ‘Eden Wiseman Financial Planning’) was established as a stand-alone business in the year 2000, our goal was to operate the business as we do our accounting business. That is, to provide good, worthwhile and professional advice for a set fee, agreed prior to work commencing. We take NO commissions, NO volume rebates and NO platform rebates. We have NO BIAS toward any particular investment type or fund managers.
This is the way the business operates today. We are happy to assist our clients buy shares, property, cash deposits, managed funds or whatever other type of investment suits them. There are no hidden commissions and investments are almost always made directly, avoiding platform fees and other ‘middle-men’.
We specialise in Self-managed Superannuation Funds (SMSFs). We provide administration for our clients’ funds in-house and we provide high-level strategic advice to fund trustees. We prepare the funds’ financial statements and taxation returns in-house – we do not send client files out of our office for outsiders or contractors to do the work.
We specialise in share market investment, spending a good deal of time analysing the substantial research that we subscribe to.
We also specialise in estate and succession planning and have helped many of our clients plan the transfer of their wealth to the next generation.