Focus Wealth Group is your trusted financial planning and accounting partner based in the picturesque Southern Highlands of NSW.
We are proud to have helped many individuals and families achieve their financial goals all over Australia.
At Focus Wealth Group, we take a holistic approach to financial planning. We believe it’s not just about managing your investments but also about understanding your unique financial situation and tailoring our advice to your needs and goals. Whether you’re looking to maximise your retirement income, minimise your tax liabilities, or protect your wealth for future generations, we can help.
Our team is dedicated to providing personalised financial planning and accounting services to pre-retirees and retirees across Australia. We understand that managing substantial retirement savings can be a daunting task, and we are here to provide the guidance and support you need to make the most of your money.
WHO we are
If you’re looking for a partner you can trust to help you navigate the complex world of financial planning and accounting, look no further than Focus Wealth Group. We are experienced advisers and accountants who are dedicated to helping our clients achieve their financial goals.
We believe every client is on their own financial journey, and we see our role as a partner who provides guidance and support across all areas of their financial life. Our unique education process enables our clients to understand investing and financial planning, giving them the knowledge and empowerment to make informed decisions about their finances. We believe that this understanding is key to building a strong, long-lasting relationship with our clients.
HOW we help
At Focus Wealth Group, we’re dedicated to providing you with the peace of mind you need to enjoy your retirement. Whether you’re planning for retirement, are already in retirement, or are exploring your investment options, our expert team of advisers and accountants will help you achieve your financial goals. We take a personalised approach to retirement planning and investment advice, tailoring our guidance to your individual needs and goals.
For clients who are planning for their retirement, we can help you navigate the complex world of retirement planning. If you’re already in retirement, we can help you maximise your assets and income while managing your tax liabilities. We understand that retirement can be a challenging time, and our team is here to provide you with the guidance and support you need.
WHAT we do
Every client is unique, and the Focus Wealth team take the time to understand your individual needs and goals. When we meet with you, our first step is to get to know you – your background, your financial journey to date, and your short-term and long-term goals, both lifestyle and financial. By gaining a clear understanding of your personal circumstances, we can provide you with tailored financial advice that’s designed to help you achieve your goals and give you peace of mind.
We offer a range of services to help you navigate your finances, including investment advice, superannuation advice, retirement planning, taxation and accounting, small business support, and self-managed superannuation fund administration. Our experienced team will work closely with you to develop a customised plan that’s tailored to your unique needs and circumstances.
