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Financial Advisory
For more than 25 years we have helped thousands of Australians see what’s possible when they work with a trusted and professional financial adviser.
Tell us about your dreams and goals and we’ll help you develop a plan and structure so you can achieve, protect and enjoy what matters most to you.
Your Infocus Financial adviser can help you see what’s possible.
Identify your goals and how best to achieve them
Protect the people and things that matter most to you
Maximise your retirement options
Plan your long-term legacy
Live your life with confidence & security
OUR SERVICES
Understanding you
We don’t see financial advice as a set of products or strategies. Instead, we see it as a relationship – and our first and most important service is understanding you and your needs. We help you explore the possibilities and connect you with the right advice, tools and solutions to make the most of your opportunities.
Helping you feel safe and secure
82% of Australians who received advice in the last 12 months agreed that planning their financial future made them feel secure*. Life’s events can be unpredictable, but developing a plan with a financial adviser who understands your unique circumstances can help you take greater control of your outcomes.
* Source: ASIC Report 627 Financial Advice: What consumers really think (August 2019)
Giving you confidence now and for your future
What value do you put on living with confidence about your financial decisions? Or on understanding how they impact your plans for the future? Your adviser can guide you through life’s big milestone moments and help you adapt your strategy to ensure you remain on track. By knowing you, your goals, and regularly reviewing your situation, your financial adviser becomes a trusted partner on the pathway to achieving your goals.
Helping you feel happy and excited about this life
What are you looking forward to? Whether you are saving for your first home, a holiday, a new car, or simply want to have the time of your life in retirement, we want to help you feel excited about the future. Understanding what drives you and makes you feel happy and excited is an important part of the financial advice process. Tell us your dreams and goals and we’ll help you see what’s possible – because we know that working with a trusted financial adviser can be the difference between achieving these goals or not.
Supporting you with our knowledge & expertise
Talking about your dreams and goals is important, but we also need to support this with an understanding of the strategies and tools available to achieve them. Our team of financial advisers is equipped with expertise and experience across all areas of financial advice including:
- Wealth creation & management
- Investment strategy and portfolio management
- Life Insurance and income protection advice
- Cash flow and debt management
- Superannuation & SMSF advice
- Retirement income planning
- Estate planning
- Aged care planning
- Business succession planning
With 79% of clients who use a financial adviser being happy with the financial decisions made, maybe it’s time for you to see what’s possible too*.
