Our financial advice services

See what's possible with expert financial advice

Your adviser will work with you to identify your goals and the best strategies to achieve them. They’ll help you protect the people and things that matter most, ensuring peace of mind. Together, you can maximise your retirement options and create a plan for your long-term legacy. With expert guidance, you’ll be empowered to live your life with confidence and security.

our services

Retirement

  • Retirement planning
  • Aged care planning
  • Centrelink assistance
  • Estate planning

Investment & Wealth Creation

  • Investment strategies
  • Wealth creation

Superannuation

  • Superannuation consolidation and management

Insurance

  • Life insurance
  • Total and permanent disability insurance
  • Trauma insurance
  • Income protection

investment & wealth creation

Your path to financial freedom

Trying to figure out the best way to grow your wealth can leave you dazed and confused. Your adviser has the knowledge and experience to empower you to make the best possible decisions about how to spend and invest your money.

Investing is an effective way to grow your wealth, but understanding the right strategies, risks, and investment mix can be complex. Our national team of  Advisers provides independent guidance – unaffiliated with major banks – giving you access to a broad range of global investment products and keeping you informed so your portfolio stays on track.

Whether you’re aiming to buy a home, fund your children’s education, plan a dream holiday, or build a secure nest egg, your adviser will help you create a clear roadmap to achieve your goals and enjoy greater financial freedom.

Infocus Investment and Wealth Creation

insurance

Your safety net for life

Insurance can be overwhelming – but it doesn’t have to.  We help you ensure your family is fully portected, avoiding hidden exlusions or policy red tape, so you can be assured that the coverage you have, is the coverage you need.

Protecting your income and your family’s future is essential, and your Adviser can help you choose the right mix of cover to suit your needs. From life insurance that ensures your loved ones are financially secure if you pass away, to total and permanent disability insurance providing support if illness or injury prevents you from working, and trauma insurance offering a lump sum to help you recover from serious health events, there are options to safeguard against life’s uncertainties. Income protection insurance also helps replace your earnings if you’re unable to work, so you can maintain your lifestyle and meet ongoing expenses with confidence.

superannuation

Today’s choices, tomorrow’s comfort

Taking an active interest in your superannuation early is key to unlocking its full potential.

Your employer contributions alone may not be enough to secure the future you want. By reviewing your strategy now and considering additional contributions, you can maximize growth and make this essential asset work harder for you.

Superannuation is one of your most important assets for a comfortable retirement, yet it’s often neglected because it feels distant. Small actions you take now—like consolidating multiple accounts, boosting contributions, or adjusting your investment mix—can make a big difference over time. An Adviser can help you review your super and develop strategies to grow it, so you’re well prepared for the retirement you deserve.

Infocus Advisory - Superannuation

retirement

Retire confidently, live fully

Retirement for you could be a long way off, or it might just be around the corner. No matter what stage of life you’re currently at, it’s never too early to start thinking about how you can make the most of your retirement years.

Planning for retirement, aged care, Centrelink benefits, and your estate is essential to securing your future and protecting your loved ones. Whether you’re envisioning an active retirement, exploring aged care options, navigating Centrelink entitlements, or ensuring your assets are distributed according to your wishes, your Adviser can guide you every step of the way. From creating strategies to fund your ideal lifestyle and managing complex decisions to keeping your plans up to date as life changes, we’re here to help you feel confident and prepared for whatever comes next.

Let us explain how it works

From understanding your goals to implementing and reviewing your plan, we provide personalised guidance every step of the way.

Step 1: Finding your freedom

We aim to build a lasting relationship with you, starting by getting to know you. In your first meeting, transparency and honesty lay the foundation for success. We’ll discuss your goals and financial situation to provide tailored advice for every stage of your journey.

Step 2: Tailor a strategy

Your goals are unique—and so is our approach.

That’s why our experienced Financial Advisers take the time to understand what matters most to you. Together, we’ll explore your options and craft investment strategies designed to fit your life, not someone else’s.

Step 3: Present our recommendations

Next, we prepare a Statement of Advice (SoA) for you to review. It summarises your goals, expectations, and our professional recommendations, outlining how your Adviser will implement your personalised strategy. This meeting is your chance to discuss the plan in detail, ensuring you understand and feel confident moving forwards.

Step 4: Get the ball rolling

We want you to achieve what’s important to you. So, with your permission, we get things moving and begin to shape your financial future in real time. It’s time for you to sit back and relax!

Step 5: Ongoing Service

We understand that personal and financial circumstances can change over time. That’s why we have an ongoing service. Our ongoing review process enables us to track the progress of your strategy every six to 12 months and update or review your plan with you as required. Your plan grows with you.

Want to learn more?

Our dedicated advisers are happy to help