Infocus Money Management Wantirna consists of 4 directors who are all licensed financial advisers and are part of a nationally recognised financial planning organization; which is a principle member of the Financial Planning Association. Along with three support staff they provide a high level of professional financial advice to assist our clients to enhance and protect their wealth.

With over 50 years of combined experience in property, shares, managed funds, treasury, insurance and finance they are able to assist our clients with financial strategies that cover the following areas:

  • Investment property advice including structuring and gearing assessment and property investment through self managed super funds
  • Wealth creation through direct shares, managed funds and property trusts and gearing strategies including margin loans
  • Superannuation including self managed super fund structuring and investment advice and corporate (business) superannuation
  • Wealth protection through insurances
  • Retirement planning including Centrelink entitlements
  • Tax planning
  • Business advice including business insurance through partnership agreements and key man insurances

176_img_locnNow more than ever there is a need for professional financial advice to make the most of the opportunities that are available. A key to effective strategic planning provided by the financial advisers at Infocus Money Management Wantirna is the personalised strategies they develop. By gaining a thorough understanding of their client’s personal position and working together with their clients to achieve their financial goals they have developed a strong reputation for quality strategic advice to all levels of clients and business owners.

If you are looking to make the most of your hard earned money and improve and/or protect your financial position then click here to arrange one of their professional staff to contact you.