Who we Are
New Horizons Financial Services are a specialised team of professionals with a wealth of experience in the Financial Advice industry.
We are owned and established by long term advisers to fulfil a gap in the licensee market. Following the Royal commission, we noticed that advisers could sign onto two models:
- a large group, providing good back end service, but a limited APL which tended to be vertically integrated product solutions back to the licensee, such as a bank or fund manager
- small licensee’s, providing a good wide APL to allow advisers to provide good advice but a very limited administrative solution meaning advisers either had to employ more staff or spend more time in less productive work.
At New Horizons Financial Services, we have developed a Licensee who can provide both a wide ranging APL without a preference to product and, an efficient back end solution so you can get back to doing what you do best. Providing good Financial Advice to clients who need it most.
With offices in Sydney and Melbourne the ongoing services provided by these representatives and the team should be expected to be the best.
Our home of advice has been designed by Financial Advisers like you who have experienced the issues you have faced or could potentially face. We aim to streamline, provide clarity and deliver a model that is successful to advisers to help you grow your business with better ease of management.
Our role is to support you and when you choose to join us.You’ll benefit from our conduct, capability, and business systems that work together to provide value to the advisers in our network, and their clients. Whether you’re wanting to run your own practice, or grow a newly established one, we have the experience, systems and process, that have been learned and developed over many years.