Get started & set up your family
You want to buy your dream home, expand your family and grow your wealth.
Helping you reach your potential.
Financial advice to help you manage, grow and protect your wealth.
Stress Less. Take Control. Plan Ahead.
A financial plan is about more than just money. It’s about freely living your life without worrying about your finances. It’s confidence and excitement about your future.
It’s leaving a legacy for the next generation.
At Focused Advisers we help you get control of your money so you can live life on your terms.
How can we help?
Get started and set your family up for success
Build wealth and pursue your goals
Prepare for retirement and beyond
Make the most of retirement
What we do
We develop tailored step-by-step financial strategies and help you make informed decisions about your money.
Superannuation
Superannuation is a way to save for your retirement. You build up super while you are working to make sure you can have a comfortable retirement.
Insurance
Insurance is the foundation of all financial plans. We can help you evaluate the risks and come up with the right insurance solution for you and your family.
Debt Management
Effective debt management is not just about the interest you pay, but also the type of assets you’re investing in and prioritising your debts.
Retirement Planning
Retirement may seem like a long way off but putting money into super now is still a tax effective way to invest your money. You also can benefit from compounding returns.
Estate Planning
We’d all like to leave a legacy and provide for those closest and dearest to us once we’re gone. Estate Planning ensures your assets are distributed to the right people at the right time.
Aged Care
It’s not easy making the decision to place a loved one into care. Once you’ve made the call, it can be confusing to understand how it all works.
Talk to us today about:
Personal insurance
Nobody wants to think about insurance until they actually need it… but by then it could be too late. I will review your current insurance strategy and determine whether it is appropriate, or if you are in need of further cover.
Investment planning & wealth creation
I will help you identify personal goals you wish to achieve and understand how much risk you are comfortable with. We’ll then build a portfolio of investments that are best suited to your goals.
Superannuation & rollover advice
Super may be designed for retirement, but it’s your money and you have complete control over it today. I’ll help you discover super strategies to make sure you’re making the most of this valuable resource.
Retirement planning
We all look forward to hanging up our work boots, and a quality lifestyle in retirement is possible with a bit of forward planning. Together we’ll look at strategies to make sure your nest egg lasts through retirement.
Cashflow coaching
Managing your cashflow is key to a successful financial plan. You’ll need money to fund your goals, as well as a road map that sets out how you can build the savings you need. As your financial adviser, my goal is to help you get more from your money, and drafting a personal cashflow management plan is the first step.
Prepare for tomorrow, make the most of today.
Insights
Surviving the silly season
Ah, Christmas! – the time of year when your bank account shrinks, your social calendar explodes, and your family dynamics…
Gifting for future generations
At this time of year, when giving is particularly on our minds, some might turn their attention to how best…
Dollar cost averaging: can it work for you?
Australian share prices have seen record highs in 2024 after a sluggish couple of years. The S&P ASX200 index added…
Market movements and review video – December 2024
Stay up to date with what’s happened in the Australian economy and markets over the past month. While headline inflation…
Super vs property: what works for retirement income?
There is no debate that Australians love investing in property. The value of Australian residential real estate at the end…
Flying solo: tips for successful buying
For those who are wanting to get started on the homebuying journey, going it alone can have its challenges compared…
