Co-creating financial advice together… for clarity, confidence and financial comfort
With an extensive background in financial planning, Rebecca strives to make a meaningful difference by advising and supporting her clients improve their financial well-being. She values getting to know and understand each of her clients, for clarity on what's important to them. This allows her clients to feel comfortable with the strategies developed, and confident in navigating life together.
Rebecca began her career with Noel Whittaker (renowned financial expert, author and media commentator), which set a stable groundwork to progress her knowledge and skills to support her clients.
Based on the Sunshine Coast, she has clients spread across the length and breadth of Queensland (plus interstate as well).
Our advice services and fees are tailored to each individual client's situation
We have known Rebecca Hurford for 4 years. We met at a time when we thought it necessary to look further into the future and start laying the foundations for our retirement. At the time we had a substantial amount of money in fixed term deposit but realized that we needed to be a little more "broad minded" and look at more viable options. After speaking with Rebecca for a while it became apparent that she understood what was important to us and made us feel comfortable with the broad range of products that were available to us. We put into place a five year strategy that would enable us to be better placed financially. She used her in depth knowledge and explained to us precisely what options were available to us in order to reach the goals that we had discussed. Rebecca is passionate about achieving the best possible results for her clients. We have met on three occasions since the initial consultation to review our portfolio and we have been able to develop a great rapport. Given the state of the economy, since engaging with Rebecca, we have been more than happy with the outcomes we set out to achieve. We would not hesitate in recommending Rebecca to anybody who is seeking a financial planner who is energetic, knowledgeable and passionate about what it is she does.
We are so thankful we met Rebecca when we needed to transition to retirement. Rebecca was able to readily capture and understand, our short and long term sustainability requirements. She used her in depth knowledge to present us with options which had been well researched and backed by up to date market data. Rebecca is clearly passionate about achieving the best results for her clients, she has been an ongoing source of information by providing us with performance parameters both past, and present, within our fund so we could fully understand our investments. Her professional, ethical and common sense approach elicits trust and respect and her expertise and attention to detail has been particularly reassuring. We highly recommend Rebecca for anyone wanting to achieve a better financial outcome.
- Adviser status Gold
- Number of reviews 2
- First year providing advice 2004
- Years of experience 18
- Graduate Diploma of Financial Planning
Infocus Securities Australia Pty Ltd103 Mahogany Dr
Pelican Waters, QLD 4551
- 9:00am – 5:00pm Monday – Friday
- In person
- Video call
Infocus Securities Australia Pty Ltd