Testimonials

Testimonials

At the Refocus Financial Group we provide and faciliatate the most comprehensive range of financial services that helps all our clients “better” achieve their financial and lifestyle goals. Here is what just a few of our very valued and appreciative clients have to say.

TAX PLANNING & ACCOUNTING
We thought we had our tax affairs organised, but until we got a 2nd opinion from Brett at Refocus we didn’t realise what we “weren’t” getting? Brett introduced us to one of his strategic accounting partners and worked with us to transition our accounting affairs without hassle! We also found there were things that had been missed and a full review uncovered thousands of dollars we had missed out on.

Jack & Donna Reilly (Nationwide Tool Sales)

SMSF:
Brett Gordon from the Refocus Financial Group has helped us so much with our retirement! We had our super funds all over the place and when Brett reviewed our position, he found that he could save us thousands of dollars in fees and consolidated our funds into a Self-Managed Super Fund. We now have control over our retirement monies and are looking at investing into direct property, direct shares and some Trem Deposits. We are truly grateful for Brett and what he has done for us.

Arnold & Lorraine Politch

FINANCE:
I didn’t know where to go to obtain finance for the purchase of my own home, but at the same time I was also looking to borrow to invest into an investment property through my SMSF. Brett introduced me to one of his strategic partners in the finance broking world and I was able to not only get the finance I needed, but I knew it was structured in the best possible manner for flexibility and tax purposes. I would recommend Brett and the extended Refocus Financial Group team to anyone who needs anything financial.

Christine Kirkpatrick

PROPERTY:
We didn’t know where to start when it came to buying an investment property? There is so much information out there and so many areas that are supposed to be the “next best thing”? We sat down with Brett and he discussed all the pro’s and con’s with all aspects of the property world. It was a great process and we now know we’ve made the right property investment decisions and we have things structured within the best possible manner. We couldn’t have achieved as much peace of mind about this process without the help of Brett!

Steve & Andrea Morrish

BUSINESS PLANNING:
We didn’t realise how our business was really going until we sat down and reviewed our current financials and business operations. We really didn’t know where we were going and what we could have been doing better? We now have a comprehensive business plan (a summary that actually works and makes sense) and have prioritised the important things we need to address. Brett has also introduced other experts in their field that will assist us when required!

Dale & Kelly Cashman (Peregian Springs Physiotherapy)

ONE STOP SHOP:
“Having access to such an array of advice and service areas is fantastic. If and when I think of anything financial I think of Refocus and know that I can access the information or be provided with the advice or service that I need with a seamless and controlled process with the one phone call is brilliant”!

Geoff & Kay Thompson (Cooroy)