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FINANCIAL PLANNING

HOW WE CAN HELP YOU WITH FINANCIAL PLANNING

At Growth Focus we are here to help you achieve financial security for your future by providing Financial Planning to formulating a strategy specific to your financial goals and objectives. We consider your current financial resources, age, lifestyle, risk profile and investment time horizon.

Financial planning is a journey compiled of 3 main phases

PHASE 1

PHASE 1

The first phase occurs in the early years, where there are high borrowings and spending needs to be well managed.

PHASE 2

PHASE 2

The accumulation phase follows where individuals find their debt levels reduce and their savings capacity increases

PHASE 3

PHASE 3

The final stage is retirement, where you can reap the rewards from the planning implemented in the earlier phases.

Financial Planning Focus

WANT to start your journey to a financially secure future?

CONTACT US NOW

Our services include:

  • Investment & Retirement Planning
  • Wealth Creation and superannuation advice
  • Life, Critical Illness and Disability Insurance
  • Income Protection Insurance
  • Business/Partnership Protection Insurance
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We are committed to maximising your financial position, and to do so, we adopt the following process:

  • AN INITIAL MEETING
  • FACT FINDING
  • PREPARATION OF FINACIAL PLAN
  • MEETING TO DISCUSS THE FINANCIAL PLAN
  • PLAN IMPLEMENTATION
An initial meeting
Fact Finding
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Preparation of Financial Plan
Meeting to discuss the Financial Plan
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Plan Implementation

After the initial advice implementation is complete, we offer various service packages and ongoing review meetings to ensure you are on track to meeting your financial goals and objectives.