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Monday 8:30am - 5:30pm Tuesday 8:30am - 5:30pm Wednesday 8:30am - 5:30pm Thursday 8:30am - 5:30pm Friday 8:30am - 5:30pm

InFocus Financial Planning Hervey Bay

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Hervey Bay, QLD
InFocus Financial Planning Hervey Bay

We want to empower you to make the best decisions about how to spend, invest and protect your money. BOOK IN YOUR FREE NO OBLIGATION APPOINTMENT NOW!

08/09/2026

“I'm in my late 20s. I don't think I need a financial planner yet.”

We heard this from an accumulator yesterday — and it’s a common way of thinking.

But being young is actually one of the biggest advantages you can have when it comes to your finances.

Your super has potentially decades to grow, so making sure it’s invested appropriately, fees are reasonable and your contributions are working for you can make a significant difference over time.

It’s also worth thinking about what would happen if life didn’t go to plan. Income protection, TPD or life insurance can provide a safety net if an unexpected illness, injury or death affects you or your family.

Financial planning isn’t just about retirement. It’s about making sure what you’re building today is working for your future — and protecting it along the way.

You don’t have to be wealthy or nearing retirement to benefit from having a plan. Sometimes, starting early is the most valuable decision you can make.

01/09/2026

Let’s talk about super.

For a lot of us, super is something that just happens in the background. It comes out of your pay, your employer makes contributions, and you get on with life.

But over the years, your super can become one of your biggest assets — and it’s worth knowing what’s actually happening with it.

Are you invested in the right option? Is your super performing well? Are you making the most of the opportunities available to you? And does it still line up with the retirement you’re working towards?

We speak to plenty of people around Hervey Bay who haven’t looked at their super in years. Often, a simple conversation can make a big difference.

Your retirement might feel a long way off, but the decisions you make with your super today can have an impact down the track.

If you’re not sure how your super is tracking, give us a call or pop into our office in Pialba for a chat.

26/08/2026

Free Financial Check-Up

Your financial circumstances can change over time, and it’s important to make sure your financial strategy continues to keep pace.

At InFocus Hervey Bay, we offer a free financial check-up to review the key areas of your financial position, including:

• Retirement planning – ensuring you’re on track to achieve the lifestyle you want
• Superannuation – identifying opportunities to make the most of your super
• Insurance – reviewing whether your current cover remains appropriate for your needs
• Overall financial strategy – making sure your finances are structured with your goals in mind

Whether retirement is years away or just around the corner, a review can provide clarity and help identify opportunities you may not have considered.

25/08/2026

We’ve had some very cute visitors at the InFocus office lately! 🐶

Our neighbours have been bringing in their German Shepherd puppies, and Shamrock has quickly become a favourite around here.

He’s already approved of his boss David giving him a few kisses 😂 and we’re pretty sure he’d make a great office dog!

If you’re looking for a German Shepherd puppy, our neighbours have some beautiful ones available.

21/08/2026

We’re loving having local artist Nicole Duyst Art beautiful work on display in our office. 🎨🧡

It’s been so nice having a little piece of the local community in our space, and we think her artwork really brings the office to life.

We love being able to support local artists and showcase some of the amazing talent we have here in Hervey Bay.

If you’re in the office, have a look at Nicole’s exhibition — it’s definitely worth a peek! 🧡

18/08/2026

Trauma insurance… something most of us don’t really want to think about.

But the reality is, we never know what’s around the corner.

A client recently said to us, “I’ve got life insurance, so I’m covered.” And it’s a really common thought.

But life insurance is there if you pass away. Trauma insurance is designed to help while you’re still here if you’re diagnosed with something serious like cancer, suffer a heart attack or have a stroke.

The last thing you want to be worrying about when you’re sick is how you’re going to pay the mortgage, cover the bills or take time away from work.

Trauma insurance can provide a lump sum to give you and your family a bit of breathing room when you need it most.

It’s not the most exciting conversation to have, but it’s an important one.

If you’re not sure what you have in place, or whether it’s enough, come and have a chat with us. No pressure, just a conversation.

InFocus Hervey Bay
📞 0490 123 741

14/08/2026

The last two days at the InFocus Business Growth Forum in Noosa have been a great opportunity to connect, learn and share ideas with other advisers from across the country.

I was really proud to speak about InFocus Hervey Bay alongside Brisbane adviser Michael, sharing some of our experiences, what we’ve been working on and what we’ve learnt along the way about growing a business and looking after our clients.

It’s always great to step away from the office, meet other people in the industry and come home with plenty of ideas to put into practice.

12/08/2026

A big thank you to our lovely clients who brought us in a new office plant yesterday 🪴❤️

It was such a thoughtful surprise and honestly made our day. It’s the little things like this that make us really appreciate the amazing people we get to work with.

We are so lucky to have such great clients and we’re very grateful for all the support since opening our new office.

06/08/2026

Sometimes the biggest barrier to retirement isn't money... it's misinformation.

Recently, we met with a client in their mid-50s who believed they had to keep working until they turned 67. They were already looking for another job because they thought they had no other choice.

After sitting down together, we explained that retirement isn't determined by your age – it's determined by whether you have enough money and the right strategy to support the lifestyle you want.

In this client's case, we also discussed JobSeeker and helped them through the application process. The outcome? They were approved, which has taken a huge weight off their shoulders.

Instead of feeling pressured to find full-time work, they're now able to study, pick up a few shifts each week at a local op shop doing something they enjoy, and focus on the next chapter of their life.

These are the conversations we love having. Financial advice isn't just about investments and superannuation – it's about understanding your options and helping you make informed decisions that can genuinely improve your quality of life.

If you've ever thought, "I don't think I can retire yet," it might be worth having a conversation. You may have more options than you realise.

This is a real client story, with personal details changed to protect their privacy.

Address

2/79 Torquay Road
Hervey Bay, QLD
4655

Opening Hours

Monday	8:30am - 5:30pm
Tuesday	8:30am - 5:30pm
Wednesday	8:30am - 5:30pm
Thursday	8:30am - 5:30pm
Friday	8:30am - 5:30pm

Telephone

+61490123741

Website

https://www.infocusfinancialadviceherveybay.com.au/

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