Focal Financial Services

While the talented team at Focal Financial offers broad expertise in all areas of financial planning, it’s our specialist skills in risk insurance that guarantees we stay ahead of the rest.

Our approach is different. It’s not just about building wealth; it’s also about securing and safe-guarding your income into the future.

We also specialise in helping families with complex needs, such as those balancing a blended family or marital change, estate or succession planning.

Business Services


Every business owner knows they need a long-term plan in place – but alarmingly, most people have no plan in place at all. Whether it’s a succession plan for your family business or a need to sell, Focal Financial will help secure and protect future wealth.

Business Transfer

If it’s time to transfer your business to a new owner, it is vital to seek advice on the legal and financial responsibilities you face.

Succession Planning

Ready to hand over the reins to another family member? Ensure a smooth transition through a comprehensive planning session with us.

Insurance

Business insurance is more than just public liability. Speak to us about making sure you are properly covered in the event of an incident outside your control.

Personal Services


The phrase ‘those who fail to plan, plan to fail’ is well used in the world of financial planning, because it’s true. There’s power in planning. It’s the key to a stress-free financial future for you and your family.

Insurance

Protect yourself and your family with the security of personal insurance. Giving you peace of mind in times of need.

Succession Planning

Think ahead and provide for family members in your future plans. Transition and succession planning can ease the burden on families.

Retirement

Setting your Retirement Plan is vital. We work with you to achieve your financial needs, dreams and lifestyle goals.

Superannuation

Is your superannuation providing you with the maximum opportunities?  Make informed decisions to ensure your finances are working for you.

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