FOCUS PARTNERS

About FOCUS PARTNERS

Our business advisory services can provide traditional accounting services as well as professional business advice and planning Our advisory services are not just about taxation and lodging Activity Statements, Focus Partners can offer advice from the set-up stage of business right through to sale or retirement

During your complimentary one hour meeting, we conduct a Needs Analysis Review on your business, where we will discuss everything from your key business concerns to your will, right through to your holiday/leisure goals From there we assess how we can help you meet your financial goals, help you understand your financial position, and develop a package that will enable us to become your trusted adviser

A Needs Analysis meeting is cost and obligation free Even if you are not a current client of Focus Partners, it costs nothing to touch base with us and discuss how we could help you and your business We're happy to bring the coffee!

Taxation & Compliance Services

Our firm understands the burden of keeping up to date with the seemingly never ending required returns and statements We believe we can alleviate some of the pressure these deadlines can create Our qualified staff prepare all income tax returns, financial statements and activity statements with care and precision to ensure clients are receiving quality results and advice

Unfortunately, compliance services are a necessary evil of running a small business We understand this burden and believe that we can alleviate some of the stress from this aspect of your day-to-day activities Check out the Taxation & Compliance services we offer below, or take a look at our Compliance Fee Packages

THE TRUSTEE FOR KESHMONT FAMILY TRUST & THE TRUSTEE FOR MFC TRUST & THE TRUSTEE FOR REDROAR FAMILY TRUST & THE TRUSTEE FOR THE PLATINUM RED TRUST [ABN 65 445 313 072], as Authorised Representative (No 414812) of Focus Partners Financial Services Pty Ltd AFSL No 543788

SELF MANAGED SUPERANNUATION FUNDS

LIFE IS A JOURNEY INTO THE FUTURE

Each of us is on our own unique journey to our own unique future Focus Partners Financial Services has found that many people are so busy and focused on day to day living that they have yet to develop a road map to their future goals, aspirations and dreams

HOW DOES YOUR FINANCIAL FUTURE LOOK?

Focus Partners Financial Services recognises that everyone is different with unique needs and objectives What's more, your financial needs change as you go through different life stages At Focus Partners Financial Services we help you make the appropriate choices regarding your financial future

HOW DO WE ACHIEVE THIS?

Our goal is to get to know you by developing a sound knowledge of your circumstances, needs and aspirations Once we have done this we develop and provide you with your financial road map outlining personalized financial strategies to secure your financial future and peace of mind We provide regular reviews as checkpoints to make sure that your plan is on track

Looking into your financial future can be like travelling through unfamiliar territory With Focus Partners Financial Services you will have a financial road map to follow with clearly defined goals and deadlines

THE FOCUS PARTNERS PARTNERSHIP

We'll work with you to develop a mutually beneficial long-term relationship that:

Helps you determine and define your personal lifestyle and financial objectives
Works to help you reach your personal and financial objectives
Both parties feel their needs and expectations are being met
Is based on reliability, integrity & trust Peace of Mind Partnerships Without support and guidance, the journey to your financial future can be long and aimless

In fact most people will never reach this destination on their own Focus Partners Financial Services invites you to join our financial peace of mind journey Our professional team will work with you each step of the way to help you achieve your financial goals and dreams

TAKE THE FIRST STEP ON YOUR FINANCIAL JOURNEY BY CONTACTING US

Who are Focus Partners? While the 'Focus Partners' name may be less than a decade old, the business has been going since the 1960s
Focus Partners is both a Chartered Accounting and a Financial Planning business under the one roof
With financial advice becoming increasingly intertwined with taxation advice, we think this offers our clients a distinct advantage over a financial advice business operating in isolation
Focus Partners offers a range of strategic solutions for all your financial needs
Tailored professional financial advice can help you make informed financial decisions and create long-term financial security for you and your family

While the 'Focus Partners' name may be less than a decade old, the business has been going since the 1960s Focus Partners is both a Chartered Accounting and a Financial Planning business under the one roof With financial advice becoming increasingly intertwined with taxation advice, we think this offers our clients a distinct advantage over a financial advice business operating in isolation

Focus Partners offers a range of strategic solutions for all your financial needs Tailored professional financial advice can help you make informed financial decisions and create long-term financial security for you and your family