FINANCIAL FOCUS WEALTH MANAGEMENT PTY LTD WELCOMES YOU
Let’s Succeed Together
Whatever changes you’re hoping to make or goals you’re trying to achieve, I’ll provide you with sound advice and professional guidance every step of the way. Take a look at my site and see all that I can do for you today.
ABOUT US
I’ve been a professional Financial Planner since 2005. I believe in maintaining a positive mindset, creating partnerships with a purpose, and always striving for significant outcomes. When you work with me, you should expect a collaboration with transparency and consistency. Want to learn more? Contact me today for an initial free consultation.
Malcolm Smith and Financial Focus Wealth Management Pty Ltd are Authorised Representatives of Lifespan Financial Planning Pty Ltd AFSL Number 229892.
Malcolm Smith CFP and Financial Focus Wealth Management Pty Ltd are registered with the Tax Practitioners Board.
OUR SERVICES
We work with clients, providing exceptional financial services that are catered specifically to their needs. Take a look below at the services we offer and get in touch to achieve immediate results.
We offer personal financial advice in relation to the following financial products:
Deposit and Payment Products
Government Debentures, Stocks or Bonds
Life Products
Managed Investment Schemes
Retirement Savings Account Products
Securities
Superannuation
Margin Lending
ASSET ALLOCATION RECOMMENDATION
Do you have a project or idea that you’d love to bring to life? Since founding my business, I’ve provided my clients with a wide range of consulting services such as this one. To find out more, get in touch.
FINANCIAL STATUS EVALUATION
My clients are my number one priority, and my services prove just how committed I am to their success. Book an introductory meeting today to learn more about how I can make your business thrive.
TESTIMONIALS
What’s Being Said
Dear Mal.
Just a short note expressing our thanks for your advice and guidance over the past year.
We must admit that we were apprehensive when we first met you as we did not know what to expect.
Our position financially has eventuated as you predicted. Both Trish and I are more than happy with the results. We have found you to be a man of integrity. We will recommend friends we know to you. We trust that your business will continue to flourish.
Kind regards Neville/Trish
Neville and Patricia Benjamin
NEW APPOINTMENT
Mandy Bawden - Client Services Manager
Financial Focus Wealth Management is excited to announce the appointment of Mandy Bawden as our new Client Services Manager.
Mandy brings a wealth of knowledge and experience having held similar roles including Financial Adviser, Client Services Coordinator and File Assessor with one of the big four banks over the last 14 years. We are thrilled to have Mandy join the team at FFWM.
CONTACT US
323 Lava Street, Warrnambool, VIC, 3280
Malcolm Smith CFP - mal@financialfocus.com.au
0402 049 056
