About Brashlee Business Group
Brashlee Business Group Pty Ltd ABN 56 700 095 156 is a Corporate Authorised Representative of Infocus Securities Australia Pty Ltd ABN 47 097 797 049, AFSL and Australian Credit Licence No. 236523, trading as Infocus Financial Advice and Infocus Money Management.
The Principal of the business, Phil Jones has been in the Financial Services industry for the past 30 years, and in this time has worked with both large corporates like Westpac and NRMA, and smaller independent firms.
With in-depth knowledge of banking and insurance, and as a financial planner and educator, Phil’s passion for providing quality advice and ongoing coaching and mentoring has helped many clients in the journey to achieve their retirement, investment and protection goals.
Our practice is conveniently located in the Central Coast / Lake Macquarie area NSW. We service clients from Sydney to the Hunter, Mid North Coast and New England regions.
Our Services
Our Approach
“Financial Planning is a series of good decisions made over time, to help achieve your goals”
Whether you’re planning for your children’s education, wanting to protect your financial future or preparing for retirement, we offer a variety of advice solutions to provide financial security for you and your family.
At Brashlee understanding your goals, opportunities and concerns enables us to help you develop a financial plan, tailored to your specific needs. We take complex financial situations and make them simple and easy to understand.
Throughout your financial journey we are passionate about providing ongoing advice, coaching and support to enable you to grow, protect and maintain your wealth in order to achieve your dreams.
At Brashlee we also provide education and coaching in relation to Money concepts such as budgeting, debt reduction and understanding Centrelink entitlements.
A key focus of ours is offering clients a number of different levels of ongoing service, coaching and advice. Remember Financial Planning is a series of good decisions over time to help achieve your goals. Developing a plan is the first step of the journey, however with the rapidly changing environments we live in, and important life events that occur, revisiting the plan and responding appropriately will lead to success.
Speak to our advisory TeamWho is Infocus?
Brashlee Business Group Pty Ltd is a Corporate Authorised Representative of Infocus Securities Australia Pty Ltd (AFSL and Australian Credit Licence No. 236523), trading as Infocus Financial Advice and Infocus Money Management.
Infocus is our licensee: it sets the compliance, research and professional standards we advise under, while the advice itself comes from your local Brashlee adviser, who knows you and your goals.
Our Financial Services Guide explains how we work, how we are paid and how to contact us: Part 1 (Infocus) and Part 2 (Brashlee Business Group).
Get in touch
Meet your adviser
Meet your adviser at Brashlee Business Group.
Phil Jones
Principal / Financial Planner
The Principal of the business, Phil Jones has been in the Financial Services industry for the past 30 years, and in this time has worked with both large corporates like Westpac and NRMA, and smaller independent firms.
With in-depth knowledge of banking and insurance, and as a financial planner and educator, Phil’s passion for providing quality advice and ongoing coaching and mentoring has helped many clients in the journey to achieve their retirement, investment and protection goals.
Our practice is conveniently located in the Central Coast / Lake Macquarie area NSW. We service clients from Sydney to the Hunter, Mid North Coast and New England regions.
Brashlee Business Group Pty Ltd ABN 56 700 095 156 is a Corporate Authorised Representative of Infocus Securities Australia Pty Ltd ABN 47 097 797 049, AFSL and Australian Credit Licence No. 236523, trading as Infocus Financial Advice and Infocus Money Management.