Financial advice for everyone
Tailored to your needs
With the speed of daily life and constant changes in rules and investment markets, it’s easy to feel the world of finance is complicated. We peel away the layers of complexity, to make life easier for you… and give you a better future.
At Infocus Caloundra, we take pride in building trusted relationships with all clients… relationships which are founded on respect, empathy, ethical behaviour and the provision of advice which is personalised to each client.
Our goal is to provide every client with a flexible financial strategy, which is tailored to each client’s unique situation.
Our advice to you
We tailor our services to each client’s unique situation and needs… and specialise in providing holistic financial advice on wide-ranging topics, including:
Living well
Improving your financial confidence today.
Planning retirement
Building superannuation & planning ahead to retire with comfort.
Enjoying retirement
Gaining peace of mind with regular income to provide for your lifestyle.
Building wealth
Through saving, investing & minimising tax.
Debt reduction
Clearing debt, to keep more dollars in your pocket.
Do-It-Yourself
With self managed super funds (SMSF).
Safety net
Protecting your way of life and providing peace of mind with insurance
Estate planning
Uncovering hidden gaps, to ensure your wealth passes in the right way to the right people.
Beyond business
Exit strategies for business owners.
Public speaking
Supporting larger groups to improve their financial literacy and knowledge.