Focused Financial Advice
Financial Services - Sydney, New South Wales, Australia
Focused Financial Advice Employees
Focused Financial Advice Details
Focused Financial Advice Pty Ltd (established on 27th May, 2003) holds its own Australian Financial Services Licence and Australian Credit Licence. We are an accredited Professional Practice of the Financial Planning Association of Australia (FPA) and a member of the Mortgage & Finance Association of Australia (MFAA). We are independently owned and not affiliated with any dealer group or financial institution, so our relationship is with you, and our financial advice and services are tailored to your financial needs.Our goal is to give you peace of mind about your financial future. To enjoy the confidence that comes from knowing that your financial affairs are well organised and appropriate for your needs as they change through your life, and managed professionally for you by an expert financial adviser dedicated to your financial well-being.We value our clients, and take great pride in helping you build your wealth and achieve your financial goals and life dreams.Focused Financial Advice provides ongoing financial advice and services in all areas of wealth creation and wealth protection; including:• Strategic financial planning;• Wealth creation and investment planning;• Personal, home, investment and business lending;• Superannuation and SMSF strategies and advice;• Retirement planning;• Aged care financial advice;• Wealth protection and personal risk insurance; and• Estate planning.
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