PROFOCUS Accountants / Financial Planning
We aim to provide a personal and professional service that helps you achieve financial freedom with strategies and products to grow, protect and pass on your wealth.
Contact us today on 07 3821 0900 for a no obligation introduction to our financial planning services.
Find out how our Financial Planning services can help you.
What We Can Do for You
At ProFocus, we can give you peace of mind and control over your financial security from when you just starting work, right through to retirement.
Wealth Creation – Savings Plans, Investment Strategies, Managed Funds, Portfolio Management, Direct Shares, Term Deposits, Cash Management Trusts
Investment Reviews – Current portfolio reviews, Managed Funds
Superannuation – Review of Investments, Contributions, Transition to Retirement Pension
Pension Commencement and reviews, Fund Advice
Self Managed Superannuation Funds – Advice on Setup, Contributions, Pensions, Strategies, Borrowings,Transition to Retirement Pensions
Retirement Planning – Centrelink Planning and Strategies, Transition to Retirement Pension
Personal Insurance – Life, Trauma, Income Protection, TPD, Business Expense
Estate Planning – Wills and Structures (We are able to explain the estate planning tools and prepare you to set these up through a solicitor), Binding Death Nominations