Infocus Financial Advice Caboolture

What is financial advice? I help you to get the financial answers you seek, for example, when can I retire and long will my money last for? I have been answering this question for longer than 40 years now and I do believe that I have the strategies to help you to get where you want to be. I can help you make good decisions when anything financial is involved. eg; Superannuation, SMSF, Inheritance, Retirement Planning, Centrelink advice, Debt reduction, Investing, Life Insurance – Income Protection, Trauma/critical Illness

I own Infocus Caboolture and I have been giving personal advice since 1981 to clients all over Australia from all walks of life. My experience enables me to provide a different perspective on the financial decisions you need to make throughout your life. I can help to grow your assets; protect loved ones; and plan your comfortable retirement.

What does Financial Advice do? Advice bridges the gap between where you are at now, where you want to be and how your earning capability and investments will position you to have the most potential to get you into a financial position to do what you want and when.

A successful financial plan gives direction and meaning to your decisions enabling you to feel more secure knowing that you are on track to achieve your objectives, goals and wants. We help you implement strategies to build wealth for your future, plan your comfortable retirement and to protect you and your family from unforeseen financial crisis due to ill health, accident, or the death of a loved one.

We work closely with you to fully understand your goals, and together develop a plan that best suits you, your needs, lifestyle and budget. I provide advice on most financial subjects that will impact on your lifestyle and your future, giving you confidence about your financial future.

We charge on a fixed price or by hourly rate, a choice given to every client.

Kaizen Financial Planning Pty Ltd ABN 42 117 447 588 t/a Infocus Money Management is a Corporate Authorised Representative of Infocus Securities Australia Pty Ltd ABN 47 097 797 049 AFSL and Australian Credit Licence No. 236523 trading as Infocus Money Management.

Business Summary:

I am a Financial Adviser who simply loves alleviating your worries about your financial future via meaningful discussions.

I have always believed that open and clear communication is important not only in business, but in all aspects of life. I add value to my clients in ways that you may not have thought of.

I started helping clients plan for their retirement back in 1981 and still have clients with me after 38 years.

Infocus is only owned by the management and business owners meaning no institution tells us where our clients money are to be invested, which means I have no vested interest in where you hold your invested funds.

If you are interested in my services as a Financial Adviser please make a connection or call my office on 07 5498 3818  or email: caboolture@infocus.com.au or even just google financial advice Caboolture and check out my YouTube video introduction to me.

Hi, I love alleviating your concerns about your financial future. After more than 40 years I still love guiding you to make informed decisions about your financial future. My business is based on fixed pricing, so you know at every step, what the cost will be before the work begins. Call our office and have a chat with me.

I am the Founding and Managing Director KAIZEN Financial Planning Pty Ltd trading as Infocus Financial Advice Caboolture. I started a previous advisory business in 1981 and have remained a Financial Adviser for over 40 years. I have been a member of the Financial Planning Association of Australia since 1998. I pride myself on my technical knowledge as well as first-hand experience with the vast number of changes that have occurred with Life Insurance, Superannuation and Investments over the past four decades.

I have been told I am able to communicate complex subjects in simple to understand terms. I have a wealth of experience which spans the boom and bust times of the eighties, the recession of the early nineties including the Global Financial Crisis from 2007 through to the current pandemic. I am able to provide advice on all aspects of financial planning, by helping you to clearly identify your goals and I work with you to put appropriate strategies in place to achieve those goals.