Advisory

Financial Advisor Sydney & Australia-wide

At Horwood Partners, we work hard to safely navigate our clients’ businesses through a challenging economic climate, providing sustainable solutions to ensure long-term success. We want your business to excel, which is why we emphasise the importance of addressing all aspects. Too often the administration side of business is neglected. Let us ensure that your business structure is strong and fully equipped to achieve optimal success.

Our client base includes a vast number of private businesses, ranging from fresh start-ups to established organisations. No matter the size of your business, we believe value and consistent growth are key elements to success. Let our experienced team of professionals help you maximise the value and growth of your business.

How Horwood Partners can help:

  • Asset protection
  • Business restructuring
  • Developing and implementing strategic business plans
  • Exit strategies
  • Improvement strategies
  • Risk management
  • Mergers and acquisitions
  • Systems and control advice
  • Succession planning
  • Valuations

Taxation advisory

Taxation in Australia is complex and costly compared with other countries. Without informed advice, a good business could suffer significant loss of cash flow as a result of the considerable cost burden of taxation. This could potentially stifle the ability of your business to grow and compete. Our tax specialists possess the in-depth knowledge and experience to help you manage your cash flow demands due to taxation and where possible minimising taxation costs to your business.

Family business

At Horwood Partners, our experienced team works closely with family businesses, large and small, to help clients achieve sustainable long-term success. We focus on creating structures that promote family harmony in your business and assist you and your family to plan for the future.

How Horwood Partners can help:

  • Tax compliance and bookkeeping (Priority One)
  • Succession and estate planning
  • Wealth transfer
  • Ownership structure
  • Governance
  • Valuation
  • Asset protection
  • Exit strategies
  • Improvement and expansion strategies
  • Systems and control advice
  • Risk management
  • Mergers and acquisitions

Wealth management for businesses

Our dedicated Horwood Partners team can help business proprietors and individuals manage their wealth by providing access to comprehensive and diversified investment portfolios, each with the most efficient level of risk adjusted returns. We can also help you protect and optimise your portfolio with a range of financial, estate and succession planning strategies.

How Horwood Partners can help:

  • Investment portfolio including various asset classes
  • Retirement planning
  • Superannuation investment and contribution strategies
  • Tax minimisation and compliance services
  • Asset protection, estate and succession planning
  • Tailored accounting, investment and cash flow reporting

Corporate advisory

  • Corporate superannuation
  • Management advisory
  • Tax consulting
  • Corporate finance
  • Financial modelling
  • IPOS
  • Corporate partnership
  • Corporate trusts
  • Unit trusts
  • Recovery and reorganisation

Specialised financial advisory sydney

  • Franchises
  • Self-Managed Super Fund (SMSF)
  • Retirement planning
  • Investment and wealth creation
  • Government program access
  • International business advisory
  • Overdraft facility
  • Corporate finance
  • Financial planning

Financial Advisor Sydney

Horwood Partners service clients throughout all states and territories in Australia.

Our Location

  • Parramatta Office
    88 Phillip St

    Parramatta, NSW, 2150 Australia
  • Sydney Office
    Met Centre, Level 16, 60 Margaret Street

    Sydney, NSW, 2000 Australia
  • Melbourne Office
    Suite 8, 214-216 Victoria Street
    Richmond VIC 3121
  • Hong Kong Office
    Unit 6, 22nd Floor,
    No.69 Jervois Street
    Sheung Wan, Hong Kong

Contact Us

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