About Funds Focus

Funds Focus® is the investment newsletter of Wealth Focus Pty Ltd. Formed in 2007, our aim is to help DIY investors make more of their investments by providing the best prices, value, information and clarity.

As such, we aim to become your first port of call for all your investments and insurance requirements. We hope that if you’re happy with the service and reporting you receive, you’ll give us more of your business. If we exceed your expectations, then hopefully you’ll refer your friends and family.

Funds Focus was formed to serve the needs of Australian DIY investors looking for value and clarity in choosing their investments.

Our main aim is to help investors make more of their investments by providing the best information, the best service and the best prices.

By doing this well, we aspire to become your first port of call for investments and financial planning. As your investments prosper, we hope that you will give us more of your business. If we exceed your expectations, then we hope you will also refer friends and family to us.

A one stop shop

One thing we always recommend is that you shop around before making any investment decisions. By offering a comprehensive one stop shop for managed funds, superannuation, insurance, mortgages annuities, allocated pensions, superannuation, mortgages, insurance, retirement planning, share trading, margin lending and financial advice, alongside our enhanced reporting service we hope to simplify and streamline your investments, freeing up your time to focus on making the right investment choices, or increase your leisure time.

As a one-stop shop, we remove unnecessary duplication and reduce costs. This means we can give you the benefit of our Price Promise, ensuring you receive savings through initial or annual charges.

We hope the scope of our services makes it easy for you to consolidate all the asset management services you need under one roof. Rest assured that you will be dealing with experts in each area.

Listening to your needs

As an independently owned company with no institutional ownership, our success lies in listening to our clients and responding to your needs. We welcome your comments and criticisms. If you think we are doing something wrong or you have suggestions for improvement, please let use know, so that we can develop our offering around your needs. Vice-versa if you think we are doing something well, please let us know so we can continue to offer the services that you like. And if you are looking for a product that is not on our website, please feel free to contact us and we’ll source it for you.

The Wealth Focus guarantee

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