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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.

Products

  • Advice & Assistance

Services

  • SMSF's

  • Negative gearing

  • Investment strategies

  • Life insurance

  • Retirement planning

  • Wealth creation

  • Superannuation

  • Debt management

  • Estate planning

  • Income protection

  • Mortgage management

  • Personal insurance

  • Total financial fitness

  • Solutions for young people, families, empty nesters & retirees

  • Insurance

  • Financial advice

  • Wealth management

  • Investing

  • Self-managed super funds

  • Direct equities

  • Debt consolidation

  • Succession planning

Reviews

4 rating

1 review

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S

Susan

7 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 QLD

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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

When can I retire?

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.

How extensive is your life insurance?

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

Infocus Financial Advice Hervey Bay

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