Focus Financial offers all visitors a subscription to our Focus Financial Wealth by Email Newsletter,and the oppurtunity to view all our previous Wealth by Email newsletters! Each period we'll show you what's hot, what's new and what's best in the world of Finance. All you have to do is sign up... more >>

 
     

     
 

We love referrals!! At Focus Financial there is no better feeling than having people refer us to their friends, work colleagues and family or; to receive a call from someone who has been told we would be a valuable person to have in their lives because of the work we have done for one of our clients they know.

On this note, in 2005 we would like to provide you with an opportunity to not only make a difference in the lives of your friends and family, but to also reward you with an overseas trip as our way of saying thanks!! All that paid for by Focus Financial.

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Have you registered for your exclusive access to the "Members Only Area" yet?

This area is packed with useful tools, downloads and resources for you to use. It also contains our Wealth Library of over 300 books on wealth creation, property investment, personal development and a host of other topics. As a valued client of Focus Financial these are FREE for you to borrow at any time.

If you haven't registered for your access code and password click here. If you have received your access details and would like to view the Members Only Area please click here.

If you are not a client and would like to gain access to our range of wealth creation tools and resources please click here.

 
     


   
 

Choosing a competent, professional and flexible financial coach to help you correct and then proceed to increase your financial wealth is a crucial aspect in overcoming fiscal slumps. Like your own wealth, financial coaches need to be a sound investment that offers excellent returns whilst still offering a professional and tailored plan to meet your needs. You don't gamble with your own money, and nor will we. Instead, you will receive sound, educated, tested and professional financial advice to suit your needs - no matter how serious.

As with anything involving finances, you have the right to request from any investment adviser a written disclosure statement stating his or her experience and qualifications to give advice. That document will tell you:

  • Whether the advice is only about particular types of investments
  • Whether the advice is limited to investment offers by one or more organizations
  • Whether the adviser will receive a commission or other benefit from advising you.
When it comes time to invest, we will help you clearly define and answer some of the following questions as we coach you through your financial plan:
  • What sort of investment is this?
  • Who is involved in providing it for me?
  • How much do I pay?
  • What are the charges & fees?
  • What are my risks?
  • Can the investments be altered?
  • How do I cash in my investments?
  • Who do I contact with enquiries about my investments?
  • Is there anyone to whom I can complain if I have problems with the investment?
  • What other information can I obtain about this investment?
  • What are the terms and conditions of this investment?
  • What does the completion of the application form involve?

This may all seem overwhelming, but Focus Financial will tackle this and provide you with sound financial plans for you in a language that you can understand. No technical savvy talk, no quick-buck sales, just plain English.

Seeking advice before committing to any investment makes good financial sense. Choosing an investment advisor you can trust is a very important decision. It is the policy of Focus Financial Services and its' advisors to provide all clients a copy of our full disclosure document regardless of whether it is requested or not.

If you would like a copy of our disclosure statement, or if you wish to make an appointment with us, click here to fill out a simple form and we will get back to you immediately.

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