Invigor8 Financial Planning

At Invigor8 Accountants & Advisors, we’re proud to partner with Horizon Wealth Advisory, a boutique wealth management firm based in Brisbane. Together, we provide a comprehensive approach to your financial well-being.What matters to you, matters to us that’s why we look at the whole picture. We assess every option, strategy, and opportunity, to find the best way forward for you and your business.

About Horizon Wealth Advisory

Horizon Wealth Advisory is a boutique financial planning firm that provides independent and personalized advice tailored to the needs of time-poor professionals. We focus on creating clear plans for growing wealth and achieving financial security. Our areas of expertise include wealth creation, tax-effective investing, superannuation (including SMSFs), cash flow and budgeting, insurances, and retirement planning, ensuring our clients have the strategies they need to secure their financial future.

Horizon’s expert financial advisors work closely with clients to assess their current financial position, define clear and achievable goals, and develop strategies that simplify and streamline their finances. Through this partnership, we help you make confident and informed financial decisions that set the foundation for a secure and prosperous future.

What exactly do we do?

At Invigor8 Accountants & Advisors, we partner with Horizon Wealth Advisory, a boutique Brisbane firm offering expert services in retirement planning, cash flow advice, superannuation, investment strategies, personal insurance, and estate planning. They also provide strategic business and investment advice, ensuring comprehensive support for your financial goals.

How can we help you?

We offer our services to both businesses and individuals. For individuals, we focus on wealth creation through to retirement planning, while for business owners we can assist with both their personal financial planning as well as risk management strategies for their business.If you require financial advice personally or for your business, book an appointment with us today to get started.

What are the benefits?

Depend on your needs and the services you require, you will receive expert and professional wealth creation advice, retirement financial advice or, if you are a business owner, we can assist with buy / sell or key person insurance, to name only a few of our services.

Financial services that we offer

Cash Flow Management

If managing your budget feels overwhelming or you want to save more of your income, our Brisbane financial advisors are here to help. By thoroughly analyzing your current cash flow, our wealth management team will collaborate with you to create an effective, tailored cash flow structure and a budgeting plan designed to fit your lifestyle.

Income Protection Cover

While it may not be the easiest topic to discuss, personal insurance is a crucial aspect of wealth management to ensure you and your family maintain your standard of living in unforeseen circumstances. As a trusted Brisbane financial services firm, our wealth advisors take the time to understand your unique situation and provide tailored guidance on the best personal insurance options for your needs.

Retirement Planning

Preparing for retirement requires a detailed review of your superannuation, assets, and income streams. Our experienced Brisbane financial advisors work closely with you and your family to create a tailored plan, ensuring a smooth transition from the workforce to a secure and fulfilling retirement. Contact one of our specialised financial planners today to explore the best solutions for your future.

Wealth Creation

Building wealth and investing require a well-planned strategy with a focus on long-term goals. Our personal financial advisors work with you to develop a savings plan, provide guidance, and educate you on your options, empowering you to make informed decisions to grow your wealth and secure your financial future. We offer advice on a wide range of investment options, including shares, property, fixed income, managed investments, and superannuation, ensuring every strategy is tailored to your unique circumstances.

Business and Financial Planning

If you co-own a business, having a clear plan in place for transitions, such as a partner leaving or a new one joining, is essential. A buy/sell agreement, often called a ‘business will,’ is a contract that safeguards your interests if a business partner is unable to continue due to injury or passing. Similarly, key person insurance provides additional protection for your business in such circumstances. Speak with one of our financial advisors to learn how these strategies can help secure the future of your business.

Binding Nominations - Estate Planning

If you want to ensure your assets are distributed according to your wishes, our financial advisors can assist in creating a tailored estate plan. This is particularly valuable if you have a self-managed super fund or require complex family arrangements. Our Brisbane-based wealth management team collaborates with estate planning specialists to ensure your assets are transferred to your beneficiaries efficiently and in a tax-effective manner.

Personal Insurance

Safeguard what matters most with personal insurance through our trusted Brisbane financial advisors. Our tailored policies provide financial protection against unexpected events like accidents, illnesses, and disabilities. With personalised insurance solutions designed to suit your unique needs, you can protect your assets and ensure your loved ones are secure. Let us be your trusted partner in securing your financial future, giving you peace of mind for a brighter tomorrow.

Workplace Financial Wellness

We are the go-to independent financial advisors for Brisbane business owners seeking personal finance education and employee skill development. Through our financial wellness programs, we empower your team to make informed decisions about loans and financial products while helping them avoid common financial pitfalls. Partnering with our advisors, your employees will gain the knowledge to build wealth and secure a brighter financial future.

Safeguarding your financial future.

"I am passionate about working with individuals and business owners to help them achieve their financial goals. I started in financial planning over 10 years ago (in 2011), and what I enjoy most about financial planning is the close relationships I have built with many clients, the challenge of always trying to find the right strategy to produce the ideal outcome for a client, and getting to see the positive results as we generally enjoy long-term client relationships.

As a business owner and investor, I get to practice what I preach and regularly put into practice many of the strategies I recommend to clients. I’m enthusiastic about partnering with ambitious individuals and business owners to achieve their financial goals – from building wealth through to planning for a comfortable retirement."

John Hutchinson

Senior Financial Advisor

Client's Testimonials

We have now been associated with Horizon Wealth Advisory as our financial advisor for several years and are enjoying the straightforward, commonsense approach that principal John Hutchinson practises in his handling of our affairs. This is in contrast to several organisations in the past where investment structures were more to the liking of the advisor than to us as clients. Our annual fee is now far more reasonable than in the past.

John has been a great advisor to us over the last couple of years. His advice has been instrumental in establishing our investment portfolio. We have been very happy with his ongoing support too.

An excellent financial advisor who is customer focused and understands the detailed planning required to assist people to achieve their financial goals

John is always tremendous to deal with. We refer clients his way due to his knowledge and experience as a Financial Advisor. Aker.

Secure your future with the help of an independent financial advisor Brisbane locals can count on.

Chat to one of our Brisbane financial planners today! Great partnerships start with a conversation call us on 1300 844 678 or