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Our Philosophy

Focus Planning takes a big picture approach to financial planning.
How can we recommend that a client contribute a certain level of hard earned income into a super fund when there are high levels of personal non-deductible debt that exist?
How can we factor in the cost of a new car if we don’t know what fixed expenses you have or that you plan to send the kids to private school?  Or plan a well earned holiday if you have a negatively geared property that uses any excess income you may have?
This is why our philosophy is to take only a big picture approach that can work effectively to help you reach all the goals and aspirations you have for yourself and your family.
 
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