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Complaints
If you have a complaint about the service provided by us you should: Let us know your concerns. We value your feedback and the opportunity to improve our service. In the first instance, please let us know your concerns. Alternatively you can email or write setting out details of your complaint to: The Complaints Manager, […]
General Advice Warning
Information published on this website has been prepared for general information purposes only and not as specific advice to any particular person. Any advice contained in this document is General Advice and does not take into account any person’s particular investment objectives, financial situation and particular needs. Before making an investment decision based on this […]
Privacy Policy
Version No 9.1 201606 Our Commitment We are part of the Infocus Wealth Management Group (the ‘Group’). We value your trust, and aim to help you manage your financial needs and objectives to allow you to live the life you want to live. The protection of your personal information is a vital part of this […]
Focus on……..Budgeting
One of the most important steps you can take on the road to financial security is to prepare a sustainable budget beforehand. This will help give you the foundation you need to build an effective financial plan that is realistic, achievable and tailored to your own individual circumstances. Click Here to read more.
TAL Health Sense Discount
TAL have introduced a new and exciting discount program for Life and Total and Permanent Disability Polices. Click here to read more.
The worst start ever to the year for the S&P 500 (but in perspective)
The worst start ever to the year for the S&P 500 (but in perspective) by Ron Bewley.
Economic Update – August 2015
By Ron Bewley and bought to you by Infocus. Within this month’s update, we share with you a snapshot of economic occurrences nationally and from around the globe. The Big Picture July was a bumper month for news that affected stock markets. The Greece debt crisis dominated the first half of the month. Greece started […]
Infocus July 2015 Newsletter
Welcome to the latest edition of our newsletter. We hope that you find the following articles to be informative – as we aim to help you make better financial decisions. The Big Picture The NAB business confidence survey came in at the best since August 2014, and the previous month, the Westpac consumer confidence index […]
Annual Finance Breakfast
Infocus Sunshine Coast welcomes guests to join us at our upcoming Annual Finance Breakfast with Keynote Speaker Craig James at the Novotel, Twin Waters Resort on July 29, 2015. Craig James will be interpreting ‘big picture’ economic and financial trends, and provide views on the outlook for the coming year. Craig is a financial expert […]