All about us!

About in focus

How We Can Help

We provide financial planning services and advice to individuals, corporations, small and medium sized businesses and charitable organisations. Our aim is to help you define and achieve your financial goals so you can live the lifestyle you choose. At Infocus we believe in total money management. We specialise in providing advice to individuals in the areas of

Wealth creation
Debt reduction
Pre and Post Retirement income
Superannuation
Life, Trauma and Income Insurance

For most of us the reality is that these areas are managed by separate individuals with little or no communication between them, resulting in gaps within your financial plan. Infocus brings these disciplines together to ensure your Financial Adviser helps you define and ultimately achieve your financial goals.

We Provide you the Best Serivces and You can contact via Email and Phone call

Let us help you

Our Services

Inspiring a generation to create their own wealth and success.

REVIEW OUR SUCCESS

At Infocus New Farm our performance team looks at trends happening across the globe, the latest thought leadership, market demands and shifting mindsets. And we bring it all together to create something meaningful and sustainable for our clients.

PARTNER FOR SUCCESS

Once your goals and objectives strategy is implemented at Infocus New Farm we continue to review and adapt your financial plan in our review process, as your lives grow and change. We pride our business on partnering with our clients which is evident in our strong client referrals which is the biggest compliment we can achieve.

BIG REALITIES

At Infocus New Farm our education session flows into our strategy which generally takes our team to develop over a two week period. Our big realities meetings put reality into your dreams and how they can be achieved. We will discuss some outcomes, and with your feedback we tailor our recommendations as required with you.

EDUCATION IS KEY

In any life decision, at Infocus New Farm we believe that making educated decisions creates success. Whether it is buying a house, car or any of major life events. Being educated about your decision gives you confidence knowing you are making the right move. This meeting is where the foundation to our strategy is developed.

GOALS AND OBJECTIVES

This meeting is where at Infocus New Farm we establish a starting point of where you are today and where you want to be in years to come with to achieve the goals you have for financial freedom. Whether it is to retire at age 50 or buy that sports car, our job is to develop a strategy to make your dreams reality.

CLIENT JOURNEY

Infocus New Farm have developed a simple client journey that is simple but informative. By educating clients about their existing circumstances, and to open clients minds to what can be achieved.

How can we help you at Infocus New Farm?

Feel free to drop by for a coffee and a chat about your financial goals and aspirations, at Infocus New Farm our focus is personal and learning about how we can help you with your specific needs is important to us. Be sure to call ahead or email us to organise a consultation time next time you’re in the area.

Cash Flow & Budgeting

At Infocus New Farm we have found most clients, particularly in Generation Y, have little to no idea about how much they’re spending and where they’re spending it. This is the root of most savings problems. Having identified this, we realised the importance of spending time with clients detailing and developing their budget before moving onto more comprehensive savings strategies.

Let us help you

Our Values

Practice What We Preach

At Infocus New Farm we live and breathe our ‘why’: Inspiring a generation to create their own wealth and success.

Innovators

At Infocus New Farm we are constantly striving to utilise cutting edge technology and strategies to assist our clients. Our advisers regularly attend professional workshops to remain informed on the most up to date legislation and product changes, to assess how this can benefit our clients.

Education

We believe life’s best decisions are made when you are educated, at Infocus New Farm we are extremely focused on educating our clients before they make any decisions.

Persistence

Unlike some advisers, at Infocus New Farm we won’t throw in the towel when things get tough. We believe every client deserves exceptional service, irrespective of the complexity of their situation.

Simplicity

As part of our Advice process at Infocus New Farm all advice must be realistic and explained and documented, so that our clients may take ownership over their own wealth and progress towards achieving their goals.

Experts

Our Team

Tim Benson

Managing Director

Tim Benson

Managing Director

Trevor Benson

Senior Advisor, Private Wealth

Trevor Benson

Senior Advisor, Private Wealth

James Sherwood

Financial Advisor

James Sherwood

Financial Advisor

Alfred Farr

Business Development Officer

Alfred Farr

Business Development Officer

Julie Montague

Practice Manager

Julie Montague

Practice Manager

Marissa Shaw

Client Communications Manager

Marissa Shaw

Client Communications Manager

Ryan Frawley

Client Service Officer

Ryan Frawley

Client Service Officer

Julie Abraham

Para Planner

Julie Abraham

Para Planner

We are trusted

Testimonials

My wife and I have used Trevor as our financial advisor for over 16 years so we have been through the highs and the lows. Trevor has always been a stable advisor and clearly understands the differences between the needs of the two of us.

He has sat back, listened and then provided sound advice. Thankfully, he has prepared us well for our retirement and now we can get on and enjoy ourselves knowing that we can continue enjoying doing what we have always done – living life to the fullest.

Trevor keeps in constant touch with us recommending changes when and where appropriate. We hope this can continue for many years to come.

News, tips & more!

Money Blog

March 24, 2016
Familly , News