We are a boutique financial planning business that specialises in helping you become financially independent sooner. Our services include advice, implementation and ongoing management of all your financial needs. Important to our clients is the freedom to do what they want, with whom they want, when they want, wherever they want, however they want.
DISCOVER the easiest way to achieve your goals sooner. Investsure Holdings Pty Ltd ABN 16 050 286 630 \(t/as Horsfield & Associates\) is a Corporate Authorised Representative of Infocus Securities Australia Pty Ltd ABN 47 097 797 049, who holds an AFSL and Australian Credit License No. 236523. Information published on this website has been prepared for general information purposes only and not as specific advice to any person.
DISCOVER the easiest way to achieve your goals sooner. Investsure Holdings Pty Ltd ABN 16 050 286 630 \(t/as Horsfield & Associates\) is a Corporate Authorised Representative of Infocus Securities Australia Pty Ltd ABN 47 097 797 049, who holds an AFSL and Australian Credit License No. 236523. Information published on this website has been prepared for general information purposes only and not as specific advice to any person.
Services
You want results, professional management, and advice to leverage your strengths and opportunities. You're committed to making a contribution - Above all else you are interested in making a positive difference to others. You have high standards of excellence - You are interested in being the very best in your field.
My husband and I have been clients of Ros and Peter Horsfield at Infocus Cairns for four years. During this time we have always received good personalised service, advice and direction that have resulted in excellent improvement in our financial position. Ros and Peter are good communicators and are very approachable and knowledgeable in financial investment matters.
The MyBusiness Awards is the benchmark for excellence in Australia and the largest independent awards program celebrating SME business owners and professionals. Award recipients represent a true cross-section of the SME industry, recognising the best of the best, highlighting and celebrating outstanding achievements and providing winners with a desirable accolade.
We are very fortunate in this great country "The Lucky Country" to have so many opportunities. My journey of a 1000 miles and financial independence began with a single step on my 25th birthday. Twenty plus years later and 20,000+ hours of studies, certification & professional experience to this day, I still continue to learn new things, invest in new opportunities and also help others along their journey too.
Achieving Certified Financial Planning designation in 2001. The CFP certification is the highest level of certification that a financial planner can achieve. Since founding Investsure Pty Ltd in 2008 she continues to provide individuals with investment portfolio research.
Rosalind brings with her a wealth of academic and business knowledge, skills and experience by drawing on her analytical skills from her chemical engineering and investment advice background.She had creating a tailored investment research service that aligns client's goals and values with their investment portfolio.
Rosalind brings with her a wealth of academic and business knowledge, skills and experience by drawing on her analytical skills from her chemical engineering and investment advice background.She had creating a tailored investment research service that aligns client's goals and values with their investment portfolio.
Reviews (10)
Warisu
Jan 16, 2021
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Outstanding service always, and it's reassuring to know we have Peter, Roz and Moira there to help ensure we're on the right path to a secure, comfortable and achievable financial future. Special shout out to Roz for her absolute dedication and recent "going above and beyond" effort to chase up and secure additional super funds that could otherwise have been easily missed. Thank you Roz.
Samuel Harris
Dec 23, 2020
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Rob Dean
Nov 30, 2020
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Just one session with Peter was enough to help steer our thinking on financial matters towards the things that matter most. Peter listened attentively and knew exactly what to ask to help us identify the gaps in our own planning and thinking. Time well spent! I could not help but recommend him to anyone seeking clear, impartial and logical advice on planning for their financial future.
Kerry Coxon
Sep 25, 2020
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My husband and I recently had our first meeting with Peter Horsfield. We found Peter to be very personable, enthusiastic and passionate about helping people to achieve their financial goals. Peter gave us clear, concise information and uncomplicated advice and it was reassuring to learn that we are on the right path to a comfortable retirement. We would certainly be happy to meet with Peter in the future and have no hesitation in recommending him to anyone seeking financial advice.
Natalie Fawcett
Jul 07, 2020
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Positive: Professionalism, Quality, Responsiveness, Value
Peter was amazing. He was very informative. He was practical and easy to understand. He provided good information that was easy to follow and implement. I can see that we will have a business relationship with Peter for many years to come! Thank you so much 😁
Peter was amazing. He was very informative. He was practical and easy to understand. He provided good information that was easy to follow and implement. I can see that we will have a business relationship with Peter for many years to come! Thank you so much 😁
Toby Bartle
Jan 15, 2020
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I absolutely recommend Peter's services to anyone wanting help with their finances - 10/10, money well spent and great value for money in seeing Peter.
By no means am I well off nor do I have a lot of money to play around with, though Peter's advice was so useful in providing me with the direction I needed to be in a much more comfortable position in the short term, and working towards being well off in the medium term. Peter gave really straight forward advice along with next steps to take that were easy to implement straight away and have almost instantly had an impact on the finances of my
By no means am I well off nor do I have a lot of money to play around with, though Peter's advice was so useful in providing me with the direction I needed to be in a much more comfortable position in the short term, and working towards being well off in the medium term. Peter gave really straight forward advice along with next steps to take that were easy to implement straight away and have almost instantly had an impact on the finances of my
B. J. Meyer
Nov 25, 2019
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"After just one meeting with Peter, we are ready to take to the field where winning is the only outcome." Having Peter as a coach with such diversity would give anyone big or small the confidence to obtain the lifestyle they truly desire. Positivity, clarity, and an unbiased view of reality are the main tools in Peter's kit to which he wields like a knight in pinstripe armor. Within minutes, 'fear and apprehension' were transformed to a sense of 'Safety, security, and comfort' with Peter. "The right path starts here, please don't wait as long as we did."
Sonia Malinovski
Jan 05, 2019
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Peter and his team at Smart Advice showed me exceptional value and how I was able to save money, be eligible for age pension and comfortably fund my retirement. The time I shared with Peter was valuable and gave me great peace of mind. I would recommend you see Peter if you need any retirement planning advice or assistance.
Kyle Olufson
Nov 10, 2016
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I was incredibly impressed with Peter's approach to assisting his clients with reaching their financial goals. By ensuring that their values are in line with what it is that they hope to achieve, he is providing more then just financial advice but really helping them to understand what financial freedom and security may look like to them. It's really refreshing for someone in this space to care about more then just the financial results.
Rebecca Macmillan
Sep 18, 2016
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I had the pleasure of sitting down with Peter to discuss my financial goals and strategy. Peter is friendly and personable and goes above and beyond to help you identify what is important to you and help identify a strategy to achieve it. If you're looking for professional and friendly advice, Peter's your man :)
