Localsearch logo

Trending Searches

Infocus Financial Advice Hervey Bay logo

Infocus Financial Advice Hervey Bay

Trading for 23 years

About Infocus Financial Advice Hervey Bay

Infocus Money Management is your local financial planning business. We help create wealth strategies and solutions for all kinds of clientele, including young individuals, families, empty nesters, retirees, as well as small to medium businesses. Our Maryborough and Hervey Bay financial planners can help you with wealth creation, investments, self-managed super funds (SMSF), negative gearing, life insurance, personal insurance, retirement planning, superannuation, debt management and income protection. We can help you assess and optimise your total financial fitness to better assist you in achieving your life goals. If you are close to retirement there are many complex considerations that we are happy to assist with, explain and help chart the best course that suits your unique needs. Infocus Money Management is dedicated to helping all our clients get the most from their money, whether that is consolidating bills, navigating and managing debt or customising a new financial strategy to suit particular needs. Our friendly Hervey Bay and Maryborough financial planners are here to help, so give us a call today. Are you looking for a financial advisor in Hervey Bay? Want to leverage proved wealth creation strategies? Infocus Financial Advice Hervey Bay will strive to meet your needs with personalised solutions. Our friendly staff will tailor a solution for your unique goals and preferences. We cater to individuals, families, empty nesters, retirees, as well as small to medium-sized businesses.

Services

  • Financial Advice

  • Wealth Management

  • Share Investing

  • Life Insurance

  • Debt Management

  • Superannuation

  • Retirement Planning

  • Estate Planning

  • Self Managed Super Funds

  • Direct Equities

  • Negative Gearing

  • SMSFs

  • Wealth Creation

  • Income Protection

  • Mortgage Management

  • Personal Insurance

  • Total Financial Fitness

  • Solutions for Young People, Families, Empty Nesters & Retirees

  • Term Deposits

  • Budgeting

  • Lending Advisory

  • Advice & Assistance

Reviews

4.8 rating

4 reviews

Filter by rating

3

1

0

0

0

A

Alessandro

1 day ago

I contacted David because I needed advice for my superannuation. David is very professional and knowledgeable. After spending time with him I was comfortable to transfer my superannuation. He now manages it and I am confident that I will be on track to ensure I have a comfortable retirement.

AS

Aileen Smith

3 months ago

David is a very knowledgeable financial planner. He gave me advice on my superannuation, managed funds, term deposits and life insurance. I found him very easy to talk to and helpful. I feel he helped me to plan for my retirement and beyond.

BR

Brody Roos

3 months ago

My appointment with David was so beneficial. We spoke about my superannuation and life insurance policy. David was confident is answering any of my questions and helped me understand all of my concerns. Highly recommend to anyone looking at getting financial advice in Hervey Bay.

S

Susan

8 years ago

The appointment was well worth every cent, the staff were so helpful and i got a lot more out of the appointment than what i was expecting. They have a lot of knowledge and experience and i would highly recommend their services to anyone.

Location

Dundowran Beach QLD

Spinning globe loading icon

Media

Amenities

Ways to Pay

  • cash icon

    Cash

  • cheque icon

    Cheque

  • directDebit icon

    Direct Debit

  • eft icon

    EFT

  • eftpos icon

    Eftpos

  • mastercard icon

    Mastercard

  • visa icon

    Visa

Licences

  • AFSL & Australian Credit Licence No. 236523.

Frequently Asked Questions

How extensive is Infocus Financial Advice Hervey Bay life insurance?

Not only do we offer extensive life insurance plans, but we also offer insurance for trauma, disability and income protection.

What factors should I consider for retirement, according to Infocus Financial Advice Hervey Bay?

We offer a range of online services and calculators to help you make this decision for yourself. If you would like a professionals advice check our team of highly trained financial advisors.

Infocus Financial Advice Hervey Bay

4.8