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Focused Financial Advice

Mission statement:

Our mission is to help you become financially well-organised and to achieve and maintain financial independence. At Focused Financial Advice, our clients are ‘clients for life.’ We appreciate the trust you place in us and our services, and we give you our ongoing promise:

   To provide professional financial advice and services dedicated to help you achieve your financial goals
   To treat you and your financial affairs with utmost confidentiality and respect
   To ensure that we achieve the highest client service standards of integrity, honesty and ethics in all our dealings with you and for you

We value our clients, and take great pride in helping you build your wealth and achieve your financial goals and life dreams.

Overview:

Focused Financial Advice: Peace of mind for you

Proper advice from a reliable financial professional can help you prepare for life’s challenges, achieve your goals, and make better financial decisions. Hence, you should work with a professional finance advisor who knows the facts backed by research and adept in using insights and strategies to help you manage your finances and ultimately provide you with peace of mind.

Financial professionals from Focused Financial Advice will work with you to understand financial concepts and guide you in making decisions and follow manageable financial steps. We are independently owned and not affiliated with any dealer group or financial institution, so our relationship is with you.

Tailored Focused Financial Advice for your needs

Focused Financial Advice services are tailored to your financial needs. Our goal is to give you peace of mind about your financial future. We want you 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. You can work with our expert financial advisor who is dedicated to your financial well-being.

More than a decade of Financial Services experience

With more than a decade of experience, and hundreds of clients we have assisted, we are already familiar with the intricacies of identifying and implementing customised financial solutions. Established in May 2003, Focused Financial Advice Pty Ltd hold 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 Mortgages & Finance Association of Australia (MFAA).

We value our clients, and take great pride in helping you build your wealth and achieve your financial goals and life dreams.

History:

Focused Financial Advice is one of Australia’s trusted financial advisor Sydney companies. Established in 2003, we have helped hundreds of families manage their finances and attain peace of mind in their financial future.

As a company independently owned and non-affiliated with any dealer group or financial institution, Focused Financial Advice takes care of your interest, and we understand your financial needs.

Focused Financial Advice is proud to offer vital financial services such as Strategic Financial Planning, Wealth Creation and Investment Planning, Retirement Planning and many others. All these services are delivered by our expert financial advisor who are duly licensed and certified.

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