Infocus Financial Advice Caboolture 30-36 Dickson Road, Caboolture South, Queensland 4510
About the Business
Welcome to Infocus Financial Advice Caboolture, located at 30-36 Dickson Road in Caboolture South, Australia. As an establishment specializing in finance, we are a trusted point of interest for individuals seeking professional and qualified financial advice.
At Infocus Financial Advice Caboolture, we prioritize transparency and ensuring that our clients are well-informed about any fees or costs associated with our services. All fees will be disclosed and agreed upon before they are incurred, with the exception of life insurance.
In light of the current circumstances, we are conducting face-to-face meetings with our clients, taking necessary precautions to ensure everyone's safety. We provide hand sanitizers and face masks to create a secure environment for our meetings.
As we approach the festive season, we would like to wish you and your loved ones a Merry Christmas. The year 2020 has been challenging for many, with the impact of Covid-19 and ongoing legal changes. We encourage you to cherish precious moments with family and friends and look forward to a prosperous 2021.
Thank you for visiting our Google page. We want to assure you that despite the current situation, we are fully operational and conducting meetings via video until the virus subsides. We understand any concerns you may have, but rest assured that we will guide you through the process with ease. With 38 years of experience, our team is well-equipped to provide exceptional service.
To give you a glimpse into the passion behind our work, Financial Adviser Roland Knight shares a brief video explaining why he loves being a financial adviser. You can watch it here: https://www.youtube.com/watch?v=MjcpKWorKDM&t
At Infocus Financial Advice Caboolture, we are committed to helping you navigate your financial journey with transparency, professionalism, and expertise. Contact us today to schedule a meeting and take control of your financial future.
Photos
Location & Phone number
30-36 Dickson Road, Caboolture South, Queensland 4510, Australia
Hours open
Monday:
9:00 AM - 4:00 PM
Tuesday:
9:00 AM - 4:00 PM
Wednesday:
9:00 AM - 4:00 PM
Thursday:
9:00 AM - 4:00 PM
Friday:
9:00 AM - 3:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"We have been clients of Roland since 2014 and his advice has been instrumental in our retirement planning and implementation. He has a very approachable style that makes you feel at ease and presents suggestions and recommendations of sometimes complex subjects in an easy-to-understand manner whilst seeking feedback that you have understood. We have implemented and have been very happy with Roland's recommendations and have found his advice to be sound, up to date and reflective of current market conditions and available products. Whenever a change or adjustment has needed to be made, he has always explained the benefits to us. This, to us, demonstrates his proactive approach to financial advice. The market is always changing and the institutions he places our money with are cognisant of this and continually advise us of any minor changes to the portfolio needed to maximise our returns. We would highly recommend Roland for your retirement planning and monitoring or any other financial advice you may be seeking. Barry & Julie"
"Excellent service that really addressed our unique needs and was very good value for money. I will recommend anyone who wants clear advice on their financial options to give Infocus a call you'll be glad you did."
"We have been using Roland and InFocus for our financial planning and personal insurance needs now for close to a decade. Our adult children are now also using Roland as their advisor. Roland is a professional in every sense. Not only does he know everything we need him to from a financial perspective, he also provides advice based on his knowledge of us, and this has led to us even changing products and plans. Roland is a genuinely caring person as well, who is interested in us as people not just as clients."
"I have been working with Roland for about 7 years. I am a finance broker and refer people to Roland and also work with his clients to help on the lending side as well. Roland is an honest and hard working guy who would prefer look after his clients rather than just selling them something they do not need. I feel he always has his clients best interests at heart and I have no hesitation in referring people to see him if they need help with their financial path, insurances or just general advice."
"If I had to to describe Roland Knight and what he does in one word, it would be INTEGRITY. I have known Roland for several years and every thing he does, every thing he advocates, is to help his clients do better. Do better with their finances, do better with their borrowings, do better with the investments, do better with their superannuation and do better with protecting their assets and more all with the aim of bettering their position with a view to retirement. I have no hesitation whatsoever recommending Roland to any of my clients. The funny thing is… people don’t know what they don’t know and with the right advice, how much better off could you be? Give him a call.. He is a true professional and a gentleman. Regards John Van Hulst"
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