What is financial advice? I help you to get the financial answers you seek, for example, when can I retire and long will my money last for? I have been answering this question for longer than 40 years now and I do believe that I have the strategies to help you to get where you want to be. I can help you make good decisions when anything financial is involved. eg; Superannuation, SMSF, Inheritance, Retirement Planning, Centrelink advice, Debt reduction, Investing, Life Insurance - Income Protection, Trauma/critical Illness
I own Infocus Caboolture and I have been giving personal advice since 1981 to clients all over Australia from all walks of life. My experience enables me to provide a different perspective on the financial decisions you need to make throughout your life. I can help to grow your assets; protect loved ones; and plan your comfortable retirement.
What does Financial Advice do? Advice bridges the gap between where you are at now, where you want to be and how your earning capability and investments will position you to have the most potential to get you into a financial position to do what you want and when.
A successful financial plan gives direction and meaning to your decisions enabling you to feel more secure knowing that you are on track to achieve your objectives, goals and wants. We help you implement strategies to build wealth for your future, plan your comfortable retirement and to protect you and your family from unforeseen financial crisis due to ill health, accident, or the death of a loved one.
We work closely with you to fully understand your goals, and together develop a plan that best suits you, your needs, lifestyle and budget. I provide advice on most financial subjects that will impact on your lifestyle and your future, giving you confidence about your financial future.
We charge on a fixed price or by hourly rate, a choice given to every client.
Kaizen Financial Planning Pty Ltd ABN 42 117 447 588 t/a Infocus Money Management 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.