Infocus Financial Advice Hervey Bay
About the company
Infocus Financial Advice Hervey Bay is a family owned financial advisory practice that trades as Infocus Hervey Bay. The business operates as mobile financial advisers. David Montgomery is a Financial Adviser at the firm, and Jenna Montgomery is the Client Services Officer.
It is a Corporate Authorised Representative of Infocus Securities Australia Pty Ltd. The firm serves individuals, families, empty nesters, retirees, and small to medium-sized businesses. Its services include financial planning, superannuation, life insurance, income protection, aged care advice, and budgeting.
What customers say
Based on genuine customer reviews
Reviews
Reviews are taken from publicly available sources.
David and Jenna, are amazing. They make me feel as though I am not just a number to them and their advice is 👌
Infocus has been providing my financial advice and planning for nearly 12 months now. I have been very happy with the service provided by David and Jenna since our very first meeting. They have initiated services and planning for me that will set me up financially for my retirement. They are easy to talk to and take time to ensure you understand the advice and planning they present to you. They give you plenty of time to consider their advice with no pressure to accept it. David and Jenna are very professional in the way they conduct their business.
David and team are Professional, knowledgeable, and genuinely committed to helping people achieve their financial goals. They take the time to explain things clearly, provide honest advice, and make the whole process feel easy and stress-free. A trusted financial advisor who truly cares about their clients.
David has advised me on all aspects of financial planning. He explained everything in a way which was easy to understand and I left all meetings feeling fully across my financial plan and how it will benefit me. Thanks so much for all your help. I will definitely be recommending you to friends and family.
David recently helped a friend take out some income protection after they bought a house and were on one income. David was very professional and having used him myself also, I would not hesitate in recommending him to other friends and family members.
David & Jenna from InFocus in Hervey Bay make a great team. They are very professional in the advice that they give and made us feel comfortable in making decisions regarding our future. Thanks guys - I wouldn't hesitate in recommending them.
David and Jenna are amazing. They took the time to sit down with us and really explain how super works and what it can do for us long term. We are very confident in their service and can't wait to see how our super performs in the active portfolio. If you're unsure what your super is / doing - give them a call, you won't regret it.
Financial advisers & planners in Hervey Bay compared
Ordered by rating, weighted by the number of reviews — businesses with only a handful of reviews do not jump to the top automatically. 5 businesses in this category in Hervey Bay are compared.
| Rank | Provider | Rating | Reviews | Open Sat. |
|---|---|---|---|---|
| 1 | Infocus Financial Advice Hervey Bay (this page) | ★ 5,0 | 19 | No |
| 2 | Financial Advice Matters Hervey Bay | ★ 5,0 | 19 | No |
| 3 | Simmons Livingstone Fraser Coast | ★ 5,0 | 14 | No |
| 4 | UNIQsol | ★ 5,0 | 9 | No |
| 5 | Myles Corcoran - Financial Planner Hervey Bay | ★ 4,8 | 19 | No |