OUR SERVICES

 

INFOCUS MONEY MANAGEMENT PLAN

A big salary isn’t the only way you will make it financially. Regardless of your income level, if you live within your means and invest wisely you are on the path to real wealth and for most of us that means simply to spend less than we earn and make smart choices with what is left over.

At Infocus, we recognise that managing your cashflow is the foundation of wealth creation. We also recognise that so few people ever actually master the habit of controlling their money.

WHAT WE WILL DO:

  • Track where your money is being spent

  • Create a 'realistic' budget you can actually live too 

  • Restructure your bank accounts to create  disciplined money habits

  • ​Generate regular reports to track your spending vs your budget

BENEFITS TO YOU:

  • Know where every dollar is going. No more $$ disappearing without a trace.

  • Gain complete control over your money & prioritise your spending

  • Let technology act as your personal assistant and neatly illustrate your past spending habits

INFOCUS FAMILY PROTECTION PLAN

It can be hard to think about and plan for but making sure your family has a safety net, should the unthinkable occur, is one of the best investments you can make. 

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At Infocus, we can help you work out the right level of insurance cover, taking into account things like your mortgage, car and credit card repayments, school fees and other life expenses. And no plan is complete without a Will to ensure your assets go to the right people in the right way. 

WHAT WE WILL DO:

  • Make sure you keep your current home and lifestyle, even if the unthinkable occurs

  • Find an insurance provider that's great on price & features that suits your needs

  • Create a Will that will ensure your assets go to the right people & in the right way, protecting your assets and beneficiaries

BENEFITS TO YOU 

  • Achieve peace of mind that you & loved ones have been looked after

  • You get to decide how & to whom your estate is distributed

  • Minimise taxes that would otherwise be paid by your estate

INFOCUS WEALTH CREATION PLAN

With so much information and so little time to digest it, it's hard to wrap your head around the many options and implications of an ever-changing environment without seeking professional help.

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At Infocus, we recognise the value of a great wealth plan goes beyond dollars and cents. An effective wealth plan can be truly empowering – simplifying your life and giving you the sense of security and direction to reach your full potential.

WHAT WE WILL DO:

  • Set up a plan that gets you debt free faster

  • Plan out a long-term investment strategy & begin accumulating wealth

  • Establish tax-effective structures & reduce the tax you have to pay

  • Track the progress of your investments & your net worth

BENEFITS TO YOU:

  • Pay off your home loan faster giving you a sense of security & accomplishment

  • Start building up your wealth sooner & give your investments time to grow

  • ​Understand not only what tax legislation exists today, but also what we forecast the government to introduce into the future

INFOCUS RETIREMENT PLAN

Retirement is the time when you can finally relax and pursue the activities that you just don’t have the time for when working. Regardless of when you choose to retire, it’s best to start thinking now about how you’ll fund your retirement.

Have you thought about the type of lifestyle you'd like to lead when you retire? Will you be travelling the world? Or maybe you’re thinking of downsizing your home? No matter what your intentions are, at Infocus we can help you to achieve your retirement goals to ensure your dreams become a reality. 

WHAT WE WILL DO:

  • Establish tax effective structures that will support you well into your retirement

  • Implement an investment strategy that can withstand turbulant investment markets

  • Ensure you receive enough income to live a happy retirement

  • Keep Centrelink informed of your situation

BENEFITS TO YOU

  • Feel secure knowing that your money will last your retirement

  • Our plans are always long-term, meaning you can enjoy ease & comfort for a long time

  • ​Save some extra cash to tick off those bucket-list opportunities.

Bill Savellis is an Authorised Representative of Infocus Securities Pty Ltd ABN 47 097 797 049 AFSL & Australian Credit LIcence No. 236523 t/as Infocus Money Management and Infocus Financial Advice  | Disclaimers | Complaints | FSG | Privacy Policy