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.
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.
Personal Statement - Anton Nadilo, Director, Focus Financial
I would like to invite you all to read all about our company and our commitment to you, our clients, and also encourage you to provide feedback on every aspect of our service no matter how small. You are more than welcome to read my personal profile and see what people have to say about us so that you can rest assured that Focus Financial is your complete financial advisor.
As a Director and Owner of numerous Financial businesses, groups and think-tanks throughout New Zealand, I am almost certainly one of a select few who maintains a personal on-line profile - yet another example of my customer orientated focus towards total commitment.
Focus Financial thanks you for taking the time to discover us and hope we can answer all your questions!
The Team
With a solid background in Financial Planning, Investments, Banking and Coaching, the Focus Financial Team offer the perfect solution to your Financial problems. Click on the following link to read more about the team!
Our Company
Focus Financial Limited are proudly affiliated with the Financial Planners & Investment Advisors Association (FPIA) whose members offer professional and proven financial advice to clients throughout New Zealand. We pride ourselves on our high client satisfaction levels, so as a client of Focus Financial, you can expect the following from us:
Our relationship with our clients starts with the development of a comprehensive financial plan to achieve their financial goals in line with their core values about money. As part of this plan, we cover the investment, retirement planning, insurance, mortgages & refinancing, budgeting, cash management, taxation, estate planning, educational plans, business assurance & succession planning aspects of each client's situation.
We strive to serve as our client's chief financial adviser. As part of this role, we coordinate the activities of existing professional advisers such as tax accountants, lawyers and solicitors. If required, we also tap into our professional network of professional advisers.
Our investment philosophy is essentially conservative in nature. Operating within each client's risk profile, an investment portfolio is structured which will achieve long-term growth without unnecessary risk. As a result, our clients can sleep soundly at night
Tax planning and minimization are a key component of the financial plan for most clients. As part of the overall plan, strategies such income splitting, prudent use of leverage and family trusts are evaluated.
Every three months, all clients receive a summary of investment performance. The information is presented as clearly as possible. In addition, the format of the report is reviewed with all new clients at the outset of each relationship, to minimize confusion or misunderstanding about how to read the results.
Each client's account is monitored on an ongoing basis to take advantage of opportunities created by changing circumstances. In addition, each plan is reviewed annually and appropriate adjustments are made.
We make ourselves as accessible to clients as possible. All telephone calls are returned the same day, either personally by me, or by a member of my staff.
We believe that our best client is the one who is fully informed. As a result, we have a strong commitment to client education and communication through a regular newsletter, seminars and investment evenings for clients on market updates, exciting new opportunities and the provision of guest speakers. In addition, we maintain a library of some of the very best books on personal finance & investment for loan to all our clients.
Focus Financial offers our customers many different services bundled into each financial plan, and backed with our exclusive 200% Guarantee, our clients often find that regardless of their current financial position, our service offers an invaluable benefit to their monetary well-being. Some of the services that we offer include:
Legal
Accounting
Life Insurance
Investment Planning
Cash Management
Share Broking
Mortgages
Special Purpose Savings
Health Insurance
Finance
General Insurance
Financial Planning
Income Protection
Superannuation
Focus Financial are committed to helping you succeed financial in every possible area. So, if you would like to know a little bit more about us, organize an appointment and we'll start the process of turning you into a financial success!
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... 
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. 
Have you registered for your exclusive access to the "Members Only Area" yet?
