About Focused Lifestyle Planning
Focused Lifestyle Planning is a boutique firm committed to the success of your long term financial and lifestyle goals.
We offer solutions for all your financial needs and provide a range of services from wealth creation, portfolio construction and management, wealth protection and risk insurance, tax planning, superannuation and retirement planning. We provide a comprehensive, professional and personalised service to help you achieve financial freedom.
We are based in Windsor, however we have clients throughout Sydney and interstate. We place high importance on building and maintaining long term relationships with our personal and business clients.
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Successful Investor Secrets
The investment world can change dramatically from one month to the next. But these secrets of successful investors never go out of style.
Overall, we are likely to see a slowdown in growth for both the Australian and global economies over the next year. Upcoming elections, including our own Federal election, will have a major influence on the economy as will government spending.
Tax tips and tax return hints
As we come close to the end of June, here are some initial tips and hints to help you get started.