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Our financial advice process

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At Infocus, we are passionate about giving you freedom and choice when it comes to your finances and your life. Take a look at our simple five-step advice process to see how we work with you.
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Step 1: Understanding your goals

We aim to develop a lifelong relationship with you. It all starts with taking the time to get to know you. In your initial meeting, transparency and honesty is key to setting the foundations of a successful relationship. We will ask about things like your goals and your current financial status so our advice is tailored perfectly to your financial and lifestyle goals.
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Step 2: Tailor a strategy

We understand your uniquely different wants and needs. That's why our experienced Financial Advisers take the time to work with you to discuss the options and investment strategies that will best meet your needs. This enables your Infocus Financial Adviser to create a plan tailored specifically for you.
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Step 3: Present our recommendations

From here, we prepare a Statement of Advice (SoA) for you to review at our next meeting. This outlines everything we have come to learn about you and your goals and expectations. The SoA also explains our recommendations and sets out how your Infocus Financial Adviser will put your strategy into action. This is an opportunity for you to discuss the strategy in detail, to make sure you understand it clearly and are comfortable to proceed on the path to your goals.
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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 implement your advice in real time. It's time for you to sit back and relax!
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Step 5: Check-Ins

Infocus Financial Advisers are insightful and experienced, and understand that personal and financial circumstances can change over time. That's why we check in with you regularly. Our ongoing review process enables us to track the progress of your advice every 6 to 12 months and update or review your plan with you as required.
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Find your Infocus Financial Adviser

The sooner you see your Infocus Financial Adviser, the sooner you can take control of your finances and your future.

Find your Infocus Financial Adviser
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