Budgeting: The basics

Wealth management

Effectively managing money isn’t just about growing your wealth. It all starts with having a good budget in place and managing your income and expenses effectively.

Getting a good budget in place is the foundation of growing your wealth, and your Infocus Financial Adviser can help with ensuring you understand your income and expenditure. Knowledge is power and with a better understanding of your budget, you have the power to choose how you plan to achieve your own financial freedom.
Man looking to manage debt

Budgeting

Budgets aren't that scary! Understanding where your money goes (what comes in, what goes out) is pretty simple, with a bit of help from your Infocus Financial Adviser.

Once you're clear on your budget, you can start to make decisions on how much you have to save/invest each month. This allows you to start to grow your wealth without giving up on the lifestyle you enjoy today.

Paying down your debts is a great step towards financial freedom, and your Infocus Financial Adviser can help you prioritise your debts into an affordable repayment plan.

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*NEXT GENERATION CLIENTS* If you’ve received information from the Next Generation liquidators, Infocus has been appointed to take over the advice relationship and look after you going forward. We will send you an email with more information shortly. Rest assured, this is simply a change of financial planner and there has been no other changes made to your superannuation or investments. Our team of financial planners is looking forward to working with you. In the interim, please email hello@infocus.com.au or call (07) 5406 5000.