Natalee Cacozza
Financial Adviser | GDipFP
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The Queen :
OUR BEE—THOS
We believe in simple and effective financial planning to achieve a desired outcome. Getting rich quickly is a concept that does not exist. You can attain financial freedom through smart planning and good old fashioned discipline. And having faith in the process goes a long way too.
We work with you to understand what’s important to you and your family. Together, we appoint lifestyle goals and set your trajectory for success. Only through strategic financial planning can this be achieved.
Focus Advisory. Bee money smart.
Beecause,
life was meant
to bee easy.
Yes it was. And we can show you how to simplify things to make a brighter tomorrow for your family.
Knowledgable
Our collective experience of over 25 years in financial advice and client management is utilised to create the right plan for you. Being human our lives can change quickly, which is why flexibility is paramount. We provide ongoing support and reviews while keeping communication open to ensure we are all on the same page.
The security and protection of an industry regulated professional is ensured when using a licensed financial adviser.
Invest in you.
TRUST IN US
Value (you).
We place value in responsible investment practices which helps you make more environmental & socially positive choices with your money.
George Papas
Client Engagement & Claim Specialist
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VALUED CLIENTS
We help our clients to create their own path to financial freedom.
Focus Advisory. Bee money smart.
What we do
STAY FOCUSED
Financial freedom can be attained with three basic steps:
1. Smart planning;
2. Good discipline; and
3. Having faith in the process.
Our approach is simple. Our objective is to understand your future needs. By uncovering what is important to you and your family – and establishing your financial positioning – we can determine your pain points to help us to model a smart financial strategy that aligns with your personal goals. It is then that the honey making begins.
Rest assured that by us making smarter environmental & socially positive choices with your money, we put you in an optimum position to prosper.
In a world full of pollen, the honey is yours to make.
Build your wealth
Address
PO Box 4097, Bexley North NSW 2207
Focus Advisory Pty Ltd ABN 27 650 214 805, is a Corporate Authorised Representative of ASVW Financial Services Pty Ltd ABN 27 007 261 083 AFSL 446176
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Our Web content is not financial product advice. In particular, it is not intended to be a recommendation or statement of opinion or to influence you in relation to making any decision about a financial product.
VALUED CLIENTS
