You are at the peak of your professional life. You have carved your niche in the world and are looking to expand upon what you've worked so hard to create. The right advice is key.
A wide and diverse portfolio of assets and investments requires insightful, strategic advice to ensure that the wealth that you have accumulated is working for you and continuing to grow.
Focus Partners Financial Services understand that our clients' needs are unique and that ‘off the shelf' solutions won't cut it. We work closely with our clients to devise and implement a plan to best address their unique requirements, goals and risk appetite.
Borrowing to Invest: Having worked selflessly to fund school fees and reduce your home loan, you now have significant equity in the home and savings in the bank, but retirement is on the horizon.
Accelerating wealth may now be a priority and a conservative, yet effective borrowing strategy may be right for you. Focus Partners Financial Services can identify this need and implement the strategy to ensure your retirement goals are met.
Self Managed Super Funds: As specialists in the design and management of SMSF strategies, we are able to expertly administer all aspects of such funds, from establishment and investment strategy to associated complex reporting requirements. We will do it all on your behalf.
Succession and Estate Planning: With careful, strategic planning, we'll ensure that you effectively and efficiently utilise your assets to secure the financial well-being of your family, and the outcomes you desire.