INFOCUS STRATEGY SESSION
Take advantage of our One on One Financial Planning Strategy Session
Money can be such an emotive issue that it isn’t surprising many of us shy away from dealing with it.
We don’t create, much less stick to a budget; we don’t plan for the future; or set financial goals. And then there is the issue of understanding your superannuation, overseeing your investments and managing your tax.
It's no surprise we keep our heads in the sand!
At Infocus, we understand that not everyone understands what a financial adviser does but everyone understands they need the right information to make smarter decisions.
WHAT WE WILL DO:
A personalised one-on-one meeting
Help with identifying your goals
An understanding on how to create your own financial plan
Tools to better understand your current financial situation