Coral Horizon Finance

I first visited Coral Horizon, with my husband a little over a year ago. In my early 40s and after a challenging financial past, not ever believing that home ownership was in my future. Guess what....WRONG! After our initial meeting with Anne Cavenagh we were giving the tools to commence our tailored financial plan to reach our home ownership goal. Anne has a 'no nonsense' approach to letting you know the brass facts about your personal financial position. She not only gave us hope but inspired us to inject life back into our bank balance. We were kept in 'the know' by her team of experienced administrative personnel (Jacki) sent us some valuable tools to commence managing our budget for the next 12 months. Well here we are 12 months later and we have just finished moving into our OWN HOME!!!! We've now just had an appointment with Anne to ensure our Super Funds are healthy and working for us, instead of us working for them! Along with that Anne is tailoring our Life Insurance needs to ensure that life will not be a burden for us or the children if something were to happen to either one of us. To say I'm impressed by Anne's services is an understatement. This woman and the whole team at Coral Horizon are the best in their fields and I would recommend them to anyone seeking financial advice. Thank you Anne and the whole Coral Horizon Team for helping us to achieve a dream.

Great team of financial planners

We have had dealings with Coral Horizon Finance for approximately 18 years, we have found there services to be exemplary. They have been a fantastic representative for us with our finances before and after we retired. We would recommend them to anyone interested in financial services and advice. Office staff always greet you with a smile, are very welcoming and helpful in person or on the telephone. Gregg and Margaret

We have a small Drafting business that was in trouble as we had been given some bad financial advice in the past, and the structure of the company was not set up correctly. With the changes in the current financial climate we felt that we had to make some changes to allow the business to continue to grow. Li Mae, Anne and Rebecca have been marvelous in helping us to make the changes, our tax burden has been drastically reduced due to a business restructure, and the financial worry of running a small business has been removed. Our cash flow problems are being sorted out and I am fully confident that moving our business to Coral Horizons was the best decision we have made. I would recommend the team at coral horizon to all my friends and customers.

Very professional accountants with great tax law knowledge. Definitely will be going back for advise and future business needs.