Julie Cohen serves as the Managing Director at Horizon Financial Planning and Horizon General Insurance Brokers, where she leverages her extensive expertise to empower business owners and high-net-worth individuals in achieving their financial goals. With a focus on minimizing tax liabilities, growing wealth, and protecting...
Julie Cohen serves as the Managing Director at Horizon Financial Planning and Horizon General Insurance Brokers, where she leverages her extensive expertise to empower business owners and high-net-worth individuals in achieving their financial goals. With a focus on minimizing tax liabilities, growing wealth, and protecting both personal and business assets, Julie is dedicated to providing tailored financial solutions that cater to the unique needs of her clients.
In her role, Julie spearheads key projects aimed at enhancing client engagement and satisfaction. She specializes in a comprehensive range of personal insurances, including life, income protection, trauma, and total and permanent disability coverage. Additionally, she offers strategic insights into buy/sell agreements and keyman insurance, ensuring that her clients' businesses remain resilient in the face of unforeseen circumstances. Julie’s expertise extends to general insurances, encompassing business packs, professional indemnity, public liability, and various personal insurance products such as home, car, and marine coverage.
Her diverse skill set, which includes business strategy, risk management, and stakeholder management, allows her to drill down into the specific needs of each client, providing performance improvement strategies that align with their long-term objectives. Julie's passion for consulting and procurement ensures that her clients not only receive the best insurance solutions but also benefit from a holistic approach to wealth management. By fostering strong relationships and delivering exceptional service, Julie Cohen is committed to helping her clients enjoy peace of mind and more time to focus on what truly matters in life.
