Who we work with


For those that are just starting out in the workforce there is no better time to think about your financial future.

Getting your finances under control is all about managing your behaviour and establishing a routine. Being money smart from a young age will help you reach your goals and you won’t have to live pay check to pay check again! Whatever your short and long term goals may be, we’re here to turn them into a reality.

It’s an unfortunate fact of life that in this day and age women still generally earn less than men and will retire with significantly less superannuation savings. Statistically, women live longer than men so are faced with the double whammy of having less money to support themselves in retirement and having to fund their retirement for longer. We place a strong emphasis on helping women to ‘future proof’ their retirement years ahead with sound financial advice and strategies.

The joining of two families through marriage is a happy occasion for any couple, however it may also present a number of challenges especially if there are children involved. Complexities may arise when it comes to estate planning for example. The way in which your estate plan was structured previously may no longer be appropriate in the new blended family environment.

Talking your financial situation through with your partner, to discuss any issues and how you wish to structure your financial affairs moving forward in an open and transparent manner is a good first start. It’s also essential to have a carefully considered and well-structured estate plan in place; one where all parties concerned understand your wishes and how you want your estate to be distributed to your beneficiaries after you’re gone.

At Focused Wealth, we specialise in working with blended families and understand the common issues and considerations that can often arise. We can help you to organise and structure your financial affairs in way that protects you and your dependents for the future years ahead.

Running a small business is a passion for many and while it comes with its own rewards, it also presents many challenges. The reality is that many business owners are so caught up in the day-to-day running of the business that their own personal financial wellbeing and future retirement goals are often overlooked. With the demands of managing cash flow, overheads, suppliers, paperwork and administration, it’s little wonder that few business owners have the hours in the day to consider, let alone plan for, an effective personal wealth creation strategy over the longer term.

Many business owners often think about ‘the business’ as their ‘superannuation,’ however when it eventually comes time to sell or move on, you may find that the business isn’t quite worth what you had in mind, or there isn’t a buyer around when you need one.  This can throw a spanner in the works of your retirement plans and hinder your ability to exit the business when you would ideally like to.

This is where we can help. At Focused Wealth, we understand the challenges of running a small business as well as the strategic planning that’s necessary to ensure your own future retirement goals form part of the big picture.

As small business owners ourselves, we understand your issues, concerns and speak your language. To find out how we can help, please contact us, or for more details click here