Financial Advice Services

Having a Future Focus is aligning your financial decisions with your personal values to work towards the future you desire. We take the time to understand where you are now, where you want to go and also what’s important to you, before preparing advice that sees all areas of your financial life aligned on a single path towards your ideal future.

Working together with Future Focus means that we will be able to develop a plan that not only works towards your personal goals and objectives, but also sees your funds allocated to investment options that align with your values to support the future you desire.

In offering holistic, strategic financial planning services we can provide you with personalised guidance and solutions around each of the below questions and more.

 
 
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WEALTH CREATION

Are you making the most of any funds set aside for your future?

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SUSTAINABLE INVESTING

Do you have a passion for socially responsible, ethical investments?

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DEBT MANAGEMENT

Do you have a plan to ensure debt isn’t controlling your life?

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CASH FLOW AND SAVINGS

Are your earnings helping you to get where you want to go?

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INSURANCE

If something were to happen, are you and your family protected?

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ESTATE PLANNING

Are your final wishes clearly documented in a formal will?

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RETIREMENT PLANNING

Are you doing all that you need to do to retire comfortably?

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SUPERANNUATION

Is your super invested in a way that supports your ideal future?

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AGED CARE

Does your family need assistance in understanding Aged Care?