Targeted Financial was founded in 2014 with a focus on helping families improve their current financial position, build their future wealth and achieve their financial, lifestyle and retirement goals.
We do this by creating a personal strategy that aligns with your current and future financial goals. There are 3 key areas – Save, Protect & Review – that need to be working together to maximise your financial results.
Our focus is to help people take control of their finances and help them reclaim their financial freedom and improve their financial and retirement outcomes with minimal investment of their time.
We achieve this by embracing technology that allows you to complete most paperwork quickly and hassle free on your computer, tablet or mobile phone in the comfort of your own home at a time that is suitable to you.
Our full range of services enables you to bundle all of your finances with one convenient point of contact, making getting your finances into order easy & efficient