3 Spring Street,Sydney, NSW, 2000
The Infocus - Sydney CBD office is located in the heart of the business district at Circular Quay.
Infocus – Sydney CBD are personalised Wealth Management Experts who work with people who aspire to achieve their overall financial goals.
This is achieved by creating a tailored plan (that encompasses cashflow, investments, insurance, mortgage, education and advice) to allow clients to achieve their desired goals and lifestyle.
At Infocus – Sydney CBD, we understand that wealth is not just about money but rather peace of mind, security and abundance. This is why we have developed our process that allows us to integrate your financial affairs, so that when you join us, you have a personal team of professionals dedicated to your financial well being.Request a callback Book an appointment
Bill Savellis has been working as a Financial Planner since 2002, and his association as a self-employed business owner and Authorised Representative of Infocus Financial Advice originated in July 2008. With a background in the banking and finance industry, Bill has worked with some of the biggest and most established financial institutions in Australia, including Merrill Lynch, UBS, Macquarie Bank and NAB. Bill’s commitment to quality financial advice goes beyond dollars and cents. His structured and disciplined approach to developing a personal financial plan will simplify your life, give you peace of mind and set a clear path to reach your full potential. As an advocate of the financial planning industry, Bill’s personal objective is to see all those seeking financial advice have the ability to live their ideal lifestyle without financial concern.
Bill has the ability to explain difficult to understand and complex financial processes in language that is meaningful to his clients. Most importantly, I have found Bill to be exceptionally honest, and he is clearly a professional who works for his clientu2019s best interests, and does so with a passion.
After having issues with a previous adviser I went on the search for someone new. On meeting Bill I was straight away put at ease, Bill is approachable, professional and thorough. He explained everything in detail and made it clear that my best interests were top priority. Thanks to Bill I now have a clear and concise outlook on my financial future. I am in a great position and couldnu2019t have asked for more. Thanks Bill!
Dealing with Bill Savellis has been nothing short of professional and rewarding , his service delivery and results have been very efficient and a pleasure to do business with. I have had nothing but an exceptional service and the advice I have received has been correct and perfect for my lifestyle goals and objectives