Welcome to the Refocus Financial Group.
The primary aim and purpose of the Refocus Financial Group is to “Project Manage” and provide a “Facilitation Service” of all the financial services anyone may need. I often say, “people don’t know what they don’t know” and until you seek a second opinion or have someone provide you with other options that you may not have thought of, how do you know whether you’re making the right financial decisions and have in place the best strategies and structures to achieve your financial and lifestyle goals?
Whether it’s reviewing your tax position and seeing what else you can do to save more tax, saving money on your loans by negotiating a better rate, reducing the costs associated with your super fund, enhancing your retirement by setting up your own Self Managed Super Fund (SMSF) and leveraging into property investments using your super, or making sure you have the most cost effective asset and income protection products in place.
Whatever stage of life you’re at, we can help you navigate through all the complexities and explain in simple and easy to understand terms the most effective way to achieve the best possible outcomes.
We have access to specialists in all areas of your financial world. We do all the running around between your required advisers and make sure you’re getting the most appropriate advice and service. We can liaise with your existing advisers and facilitate what’s required to implement your plans or if you don’t have one, we can recommend the most suitable professional for your needs.
All successful people in the world have a coach, adviser, mentor and a team of people that have helped them achieve greater levels of success. You just can’t do it on your own. The world has become a more complex and complicated place. We help simplify the various options available and make the complex easy to understand so you don’t worry as much and have more comfort in knowing that you are on track to achieve the best possible outcomes in all aspects of your financial world.
Thank you for visiting our site. I hope you find some value, or an area of advice you need help with. If you have any queries or would like some further information please send through an email or simply give us a call.