Financial Planning

Decisions about your financial future can often have farreaching consequences, so it’s important to seek expert advice before making them. By talking to an experienced Infocus Financial Adviser, you can create a strategy that delivers benefits far into the future, based on your own unique commitments, goals and circumstances.

Contact us for a free, no-obligation financial assessment.

Why choose Greythorn Financial?

A partner you can trust

You can turn to Infocus with confidence, knowing that you are working with one of Australia’s leading wealth management groups that are a boutique licensee. Our network of Financial Advisers spans more than 100 offices across Australia, and our expert team is vastly experienced in helping people achieve their financial goals and lifestyle objectives.

Long-term relationships

If it’s important to you, it’s important to us. We take the time to understand your needs so that the financial plan we create together supports you through different life stages. By building longer-term relationships, we can help you navigate important life events more effectively, and bring your financial plan to fruition.

Reputable financial solutions

Every plan we put in place is backed by a proven methodology. We explain our proposed solutions clearly, and highlight how each element contributes to the bigger picture. And if we can’t provide the specialised services you need ourselves, we’ll put you in touch with reliable, reputable partners who can.

Innovative, effective strategies

At Infocus, our commitment to personal service is matched only by our focus on innovation and cutting-edge financial thinking. We utilise advanced technology, global research and reputable investment houses to ensure you have the widest range of options, the highest standards of service – and the best chance of success.

A proven process

Talking to a Financial Adviser for the first time shouldn’t be a daunting experience, so at Infocus, we follow this simple, step-by-step approach that will ensure you always know what is happening – and when.

Step 1 Getting to know you

The process begins with an initial chat, in person or over the phone, to learn about your financial circumstances and identify how financial advice could benefit you. It’s a free service with no obligation.

Step 2 Big picture planning

Your first appointment is our chance to explore your objectives and aspirations in detail. We’ll look at where you are now, where you want to get to, and what your attitude to risk might be. All costs are outlined upfront.

Step 3 Setting the strategy

Now we’ll turn our fact-finding discussions into a financial strategy. We’ll prepare our recommendations in a Statement of Advice, including specific strategies, resources and supporting documentation.

Step 4 Implementing the plan

A second meeting is the ideal opportunity to discuss the recommendations and review the documents. If you’re happy to proceed, we’ll finalise the paperwork and implement the plan.

Step 5 Reviewing and re-evaluating

We’ll keep you informed every step of the way during implementation, we’ll then propose a follow-up plan that allows you to review and reevaluate the plan with your Adviser.

How can we help?

At Infocus, we offer a comprehensive range of money management services. Your Financial Adviser will be happy to talk to you about any of them – or all of them.

Self-Managed Super Funds (SMSFs)

Managing your own retirement funds gives you greater choice and control – but also brings responsibilities and risks. We can help you navigate your obligations, while exploring the exciting opportunities that SMSFs present.

Gearing

Gearing can be one of the most tax-effective ways to invest in shares or property. By leveraging your financial position and borrowing money in a tax-effective way, you can maximise the effectiveness of your investments.

Investment Strategies

There are a myriad of investment strategies out there, but not all of them will match your risk profile or objectives. We can help you find the one that is best suited to who you are, and what you want to achieve.

Life Insurance

Life insurance is an essential part of a comprehensive financial strategy. By protecting the things that matter most, you lay the foundations for an approach that delivers peace of mind and protection – not just profit.

Retirement Planning

It’s never too late to plan for your retirement, but the sooner you start the
better. By reviewing your goals and strategy on a regular basis, you can
make sure you’re on track for the rewarding retirement you deserve.

Wealth Creation

Successful wealth creation depends on multiple factors. By talking to us about your objectives, timeframes, preferences and attitude to risk, we’ll help you find a strategy that lets you build wealth in a way that suits you.

Superannuation

Superannuation may well be the biggest financial asset you have, aside from your home. So it’s essential to review your contributions and investments ensuring they continue to support your strategic objectives.

Debt Management

There are different kinds of debt, and while some hold you back, others can help you get ahead. We will help you identify the difference, and where appropriate ensure that the debt you have is working hard towards your financial goals.

Estate Planning

Effective estate planning is about more than making a Will. It’s about protecting and providing for your loved ones, and making sure your assets are distributed as you would wish, in the most tax-efficient way possible.

To learn how you could turn your savings plan into a hard-working investment plan, talk to Brendon today
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With over 20 years of experience we'll ensure you always get the best guidance.

2021 © Greythorn Financial Services

Greythorn Financial Services Pty Ltd ABN 48 477 113 239 is a Corporate Authorised Representative of Infocus Securities Australia Pty Ltd ABN 47 097 797 049 AFSL and Australian Credit Licence No. 236523

Infocus Securities Australia Pty Ltd ABN 47 097 797 049 AFSL and Australian Credit License No. 236523. This information is of a general nature only and neither represents nor is intended to be specific advice on any particular matter. Infocus Securities Australia Pty Ltd strongly suggests that no person should act specifically on the basis of the information contained herein but should seek appropriate professional advice based upon their own personal circumstances. Although we consider the sources for this material reliable, no warranty is given and no liability is accepted for any statement or opinion or for any error or omission.

Information published on this website has been prepared for general information purposes only and not as specific advice to any particular person. Any advice contained in this document is General Advice and does not take into account any person & particular investment objectives, financial situation and particular needs. Before making an investment decision based on this advice you should consider, with or without the assistance of a qualified adviser, whether it is appropriate to your particular investment needs, objectives and financial circumstances. Past performance of financial products is no assurance of future performance.

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Narre Warren Vic 3805