The Focus Group’s Financial Advisors offer expert advice and develop financial solutions with your financial goals and family circumstances in mind. We offer holistic financial advice which includes how to set a realistic budget, where to invest your money, and how to put money aside for the future; ensuring you achieve your short and long-term financial goals.
We build a personalised financial plan specifically for you by outlining your current financial position, identifying your goals for the future and identifying what you’ll need to do to reach your goals.
We then prepare a financial plan and make recommendations on how you can reach your goals. We review the plan annually with you to ensure you remain on track to achieving your goals.
Our Financial Planning services include:
- Life cover to provide financial protection for your loved ones.
- Investment planning to grow and protect your wealth.
- Estate planning to carry out your last wishes and ensure your wealth is transferred to your beneficiaries in the most tax-efficient way,
and removing any financial stress by keeping you up-to-date on market changes that could affect your investment portfolio.
- Planning for a comfortable retirement.
What makes us different?
We are an independent brokerage, committed to listening to you and understanding your personal and financial goals. We build a life-time partnership with you and commit to being with you every step of the way; from your first earning, to building your wealth, and enjoying your retirement. Whatever your life stage, we can help.