FINANCIAL PLANNING
Expert guidance and a commitment to your financial journey.
Growth. It’s easier than you think!
At Growth Focus, we believe that true financial success is simpler than you think. It’s not just about how much you earn; it’s about what you do with it. Our aim is to empower, inspire, and support you to achieve financial planning security and freedom – whatever your goals, income and life stage.
- Help with Budgeting
- Savings Plans
- Investment Advice and Asset Growth
- Retirement & Financial Planning
- Navigating Centrelink Entitlements
- Superannuation Advice
- Life Insurance, Trauma and Disability Insurance
- Income Protection Insurance
Growth. Are you ready?
WHAT WE DO
At Growth Focus, our aim is to empower and inspire you to achieve financial security and freedom – whatever that means to you.
Here we like to do things differently. We take the time to understand you, your relationship with money and what you want it to do for you. We work with you, side by side, to assist you in achieving your personal and financial goals, and help you stay accountable along the way.
Whether you’re planning for retirement, saving for a major purchase, or looking to grow your wealth, we’re here to provide you with the guidance and support you need to succeed.
With Growth Focus, you can rest assured that your financial future is in good hands.
Growth. Schedule a complementary consult today!
WHAT TO EXPECT
Step 1. Introductory Chat
Let’s talk. This is where we find out more about you and explore how we can support you. We like to quote fees upfront too – so you’ll have an indication of what it will cost if you decide to take the next steps.
Step 2. Client Discovery
Let’s discover. This is where we find out more about you – your goals, financial position and relationship with money.
Step 3. Your Plan
We get to work. We conduct thorough research to build a customised financial plan. This consists of strategies and recommendations to take you from where you are to where you want to be.
Step 4. Your Plan Presentation
Let’s explore. This is where we will present to you your financial plan. We want you to leave feeling motivated, empowered and with a clear understanding of how your goals can be achieved.
Step 5. Your Plan Implementation
Let’s take action. Once you are confident with your plan, we will support you to implement the recommendations and strategies – we are with you every step of the way.
Step 6. Review
Let’s review. This is where we check-in, help you stay accountable and ensure your strategies remain relevant to your needs.