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Our Philosophy2025-06-25T15:32:00+10:00

We Want to Secure your Financial Future

Getting financial advice is important for achieving your financial goals. It also helps to reduce your debts and provide financial security. At Focused Financial Advice, we understand what is important to you and take every possible step to set realistic goals that take into account your current as well as future needs.

We value our clients, and take great pride in helping you build your wealth and achieve your financial goals and life dreams.

Jesse Franks

Focused Financial Advice Director

The Services We Offer

What are your financial plans for the next five to 10 years? Let us Help you along the way!

Wealth Creation
Superannuation
Retirement Planning
Life Insurance
Aged Care Financial Advice
Estate Planning

What does a Financial Adviser do to help you understand finance?

For untrained eyes, most financial data available today can be confusing and complicated. It could be overwhelming to calculate how much you need to save to beat inflation and live a comfortable life in the future.

Our Mission

“Helping our clients to be financially well organised and to achieve and maintain financial independence”

Experienced Advice

We are a renowned and trusted advice firm in Newcastle. We come with a vast experience of over 40 years. Our team comprises of highly qualified and expert professionals who are duly licensed and certified.

Tailored Experience

Our team constantly works with you to help you develop your financial plans and implement outcomes based on your specific needs.

Targeted Advice

To provide professional financial advice and services dedicated to help you achieve your financial goals

Secure & Confidential

To treat you and your financial affairs with utmost confidentiality and respect

Ethical & Honest

To ensure that we achieve the highest client service standards of integrity, honesty and ethics in all our dealings with you and for you.

We always make sure that our clients are well-informed when it comes to their financial transactions.  With Financial Advising Resources to Guide Your Decision Making.

Financial Tips

Let’s Make Things Happen

Sean Yeo

Financial Advisor

By submitting my data I agree to be contacted

Newcastle:
Level 1, 136-140 Hunter Street,
Newcastle NSW 2300

Sydney (by appointment):
Level 11, 10 Carrington Street,
Sydney NSW 2000

P: (02) 4032 5672
E: info@focusedfinancial.com.au

AFSL No. 286219
ABN: 52 104 882 028

Services

Resources

Company

General Advice Disclaimer

The information and advice provided on this website have been prepared without consideration of your personal objectives, financial situation, or needs. As this advice is general in nature, it may not be suitable for your individual circumstances.
 
Before acting on this information, you should evaluate its appropriateness in relation to your specific situation. You may wish to seek guidance from a qualified financial professional to ensure that the advice aligns with your particular financial goals and requirements.
 
Making a complaint
We endeavour to provide you with the best advice and service at all times. If you are not satisfied with our services, please call, send an email or write to our office. We aim to resolve complaints immediately, where this is not possible, we will acknowledge your complaint within 48 hours and explain our process to resolve your complaint. If you are not satisfied with our response after 30 days, you can lodge your complaint with the Australian Financial Complaints Authority (AFCA) on 1800 931 678 or via their website www.afca.org.au

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Call Us (02) 4032 5672

info@focusedfinancial.com.au

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