Welcome to our new ALL ABOUT MONEY feature
which will give you education about creating wealth from a holistic point of view. From a Financial Planner, an Accountant, a Mortgage Broker, a Solicitor and a Builder. In this our first issue we will be introducing you to our contributors and letting you know what to look for yourself when using someone from their industry. Next issue we will start from scratch on wealth creation.
ABOUT
Infocus Money Management
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Our focus – it’s personal Infocus Sunshine Coast Financial Planning have been in the business of understanding people and their needs, goals and dreams on the Coast since 2001. Infocus Sunshine Coast is part of Australia’s recognised Infocus Wealth Management Group which has over 118 offices nationally providing financial services and advice, with $4.4Bn group funds and $67M risk premiums under advice.
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The Infocus accredited and expert Financial Planners on the Sunshine Coast provide leading financial advice that supports clients across all stages of their life, and pride themselves in educating their clients to take control, make the most of their finances, and enjoy building a mutually rewarding relationship during that time.
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Infocus Sunshine Coast Team
Unlike many other financial planning businesses, Infocus is not aligned to a bank, which means our clients receive strategic advice that is not product dependent. At a local level this means we have a sustainable business model which supports our clients through a journey of business and life events. To speak to the Sunshine Coast Financial Planning Team phone (07) 5443 4311 or visit our website www.infocus.com.au/sunshine-coast/ Sunshine Coast Financial Planning Pty Ltd ABN 34 133 955 736 is a Corporate Authorised Representative of Infocus Securities Australia Pty Ltd ABN 47 097 797 049 AFSL and Australian Credit Licence No. 236523 trading as Infocus Money Management.
WHAT TO LOOK FOR IN YOUR
FINANCIAL ADVISER
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Infocus Money Management
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Your financial adviser should focus on your goals, find out what’s important to you and then apply services and strategies to support your goals including accountability to keep you on track with your plan. The first appointment is usually at no cost. You may choose to get one-off advice for a particular transaction or ongoing access to services, and to your adviser’s knowledge and expertise. Some of the things you might discuss with a financial adviser include: • how to structure your personal super within your current fund, in order to meet your retirement or pension needs • how to protect your family income in case you get an illness, have an accident or can’t work • assistance with Centrelink, solicitors, accountants and preparation of wills • budgeting and investing options to grow wealth • keeping you accountable to yourself about your money choices • assistance with self-managed superannuation plans • preparation for family changes like parents transitioning to aged care or retirement • business insurance to cover partnerships and key individuals • savings plans for children’s education and future lifestyle or income needs. a
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P. 07 5443 4311 W. www.infocus.com.au/sunshine-coast
Disclaimer: This information is of a general nature only and neither represents nor is intended to be specific advice on any particular matter. Infocus Securities Australia Pty Ltd strongly suggests that no person should act specifically on the basis of the information contained herein but should seek appropriate professional advice based upon their own personal circumstances. Although every effort has been made to verify the accuracy of the information contained in this document, Infocus, its officers, representatives, employees and agents disclaim all liability (except for any liability which by law cannot be excluded), for any error, inaccuracy in, or omission from the information contained in this document or any loss or damage suffered by any person directly or indirectly through relying on this information. Sunshine Coast Financial Planning Pty Ltd ABN 34 133 955 736 is a Corporate Authorised Representative of Infocus Securities Australia Pty Ltd ABN 47 097 797 049 AFSL and Australian Credit Licence No. 236523 trading as Infocus Money Management.
Thursday 22nd October at The Edge Mooloolaba 5.30pm to 7.30pm
For more information and bookings, please contact 07 5444 4456 or admin@bmmag.com.au BUSINESS MATTERS 19
