FINANCIAL ADVISORS
CREATING FINANCIAL INDEPENDENCE

About


Horvat Financial Advisors is a proudly independent, family-based financial advisory firm that specialises in strategies to maximise your wealth and financial independence.

We work with people who are looking to secure their portfolio, estate, lifestyle and freedom as they move towards, and on entering, retirement.

We provide personalised financial advice and fully integrated professional advisory services designed to help our busy clients and their families live the lifestyles they want with true financial certainty and freedom.

We took a stand many years ago to  become an independently owned and licensed Australian financial planning and advisory company. In maintaining our own Australian Financial Services Licence, we steadfastly protect our independence from any financial provider or product, ensuring we can provide completely fair and unbiased advice that is always in our clients’ best interests.

We have over 35 years of experience in helping people secure financial certainty in a forever changing legislative, economic and investment market. Our comprehensive service and depth of expertise is quite rare in Australia’s financial planning profession.

As a family business, we are proud of our heritage and our independence, and we are committed to providing our clients with the greatest opportunity for them to achieve their desired lifestyle and financial goals now and in the future.

Expertise & Services


We specialise in providing advice and guidance to individuals and their families seeking to maximise their financial independence now and in retirement.

We focus on providing you with a clear understanding of the options available and which of these options will best suit your financial and lifestyle objectives.

Once we understand your needs and circumstances, we determine the appropriate strategies and construct individual solutions that will achieve your goals and provide you with financial certainty including investment strategies, protecting your wealth and family, tax minimisation strategies, and estate planning and management.

Approach


Our role is to provide you with intelligent, well-informed and well-researched financial advice that will allow you to confidently enjoy the lifestyle you want now and in retirement. Our integrated advisory service leaves no stone unturned, covering all aspects of your finances–we encourage you to be an active participant in the process.

Our key aim is to assist you in maximising your asset and investment portfolio so you maintain your independence and quality of life in retirement. We also work with you to plan for the transition of your wealth to your eventual estate.

The majority of financial planners in Australia are aligned in some way to various financial product providers. We operate our own Australian Financial Services Licence so that we can be completely independent and free to provide unbiased advice that is always in our clients’ best interests.

Throughout the process, we keep our clients’ goals and objectives at the forefront of our strategic planning. We always seek to provide the best outcomes and are proud of our unbiased and transparent approach.

Insight


The Insight articles capture our knowledge and opinion of the changing legislative and economic conditions of the investment market.

Contact

Horvat Financial Advisors

Please contact us for a no obligation discussion.

Telephone 03 9337 2233
Facismile 03 9331 3733
Email advice@horvats.com.au

1/94-100 Keilor Road
Essendon 3040
Victoria Australia