Financial Planning & Investment Advice

Would you like to make smarter decisions about your money, but are not entirely confident about how?

Or have you been thinking about wealth-creation for a long time, but life seems to always get in the way?

At Infocus St Leonards, we provide all the services that you would expect from client-focussed financial advisors – including superannuation, investments, life insurance, income protection, cashflow and debt management. We even have in-house mortgage broking for home loans and investment lending!

And if you’re looking to incorporate structures such as Self-Managed Superannuation Funds and Trusts into your investment strategy, we can provide a relevant service that meets your needs and individual circumstances.

Our fees are very competitive compared to other financial planners and we only work with clients when we can deliver value, to make sure our partnership is worthwhile to you in the long term.

Want to know more? Call us on 02 8203 4160 or contact us online via the form below.