Helping you achieve financial independence

Past Newsletters

 

2009

Winter 2009

In This Issue

  • Launch of our new look website
  • Private school fees
  • Lessons learned from the past 2 years
  • Agricultural investments

2008

Summer 2008

In This Issue

  • New Look for Horizon
  • Observations from Warren Buffett
  • A Unique Approach to Insurance
  • The Cost of Safety

 

2007

Winter 2007
    In This Issue
  • Recent client successes and a case study
  • Horizon Wealth Management launches its website at www.horizonwealth.com.au
  • Horizon Wealth Managment sponsors Maccabi Swimming
  • Nobel Prize winner in Sydney
  • Investment Commentary - Financial Year July 06 to June 07
  • Keeping focused on the big picture
     
Autumn 2007
    In This Issue
  • To buy or not to buy – that is the question!
  • Tax tips for 2006/07
  • Horizon’s Investment Framework
  • Tax File Number for Superannuation
     

Summer 2007
    In This Issue
  • After Tax Returns
  • Window of Opportunity
  • Gift for Life – Invest for your Children
  • Back to school
  • Estate Planning – Thoughts for your consideration

2006

Spring 2006
    In This Issue
  • Saving through Superannuation – is it as good as it seems!
  • Why consider Trauma Insurance
  • Latest budget announcements – September 2006
     

Winter 2006
    In This Issue
  • Investment commentary
  • Themes from the Budget
  • Co-contribution
  • Spouse Contribution
  • Transition to retirement for those who are either over 55 or approaching 55
  • Introducing our new mortgage and debt service