Kevin McDonald

Future Focus Financial Planning Pty Ltd

Platinum
8 Yrs Experience
North Wollongong, NSW 2500
As a Principal Adviser/Director of Future Focus Financial Planning, my passion is in building relationships with new and existing clients, using my expertise to help facilitate the life they want to live. Our business mission is to help Australians align their financial decisions with their values to support a better future for their family and future generations.

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Margin Lending
  • Shares & Investments
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

Recent reviews

At a glance

  • Adviser status Platinum
  • Rating 4.95
  • Number of reviews 22
  • First year providing advice 2014
  • Years of experience 8
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Future Focus Financial Planning Pty Ltd

Innovation Campus Ground Floor Suite 32, 1 Squires Way
North Wollongong, NSW 2500

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Consultum Financial Advisers Pty Ltd

AFSL 230323

4.95
22 Reviews
5
4
3
2
1
4.95
Clear communication
4.90
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing reviews 1—10 of 22

Sort by

5.00

"We engaged Kevin to help us plan for the management of our pension funds. From our initial meetings I was confident he could provide us with the direction we needed and this proved to be the case as we progressed with setting up our pension and then guidance on how best to manage it moving forward. I have no hesitation in recommending Kevin."

  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Kevin is a highly professional financial planner who clearly demonstrates his knowledge and expertise. In our regular meetings with Kevin, we always feel that he has invested time in preparation for each meeting, he understands our situation very well and he provides valuable advice for our consideration on the best strategies for our circumstances. And the follow-on support from Kevin and his team is exceptional, which provides comfort for us when navigating the financial landscape. We would highly recommend Kevin and his team at Future Focus Financial Planning."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Kevin has given me advice around managing my super annuation and ensuring my money is working for me. Kevin was very supportive during the onboarding process and has connected me with a fantastic professional network including mortgage brokers and solicitors. I would recommend Kevin to anyone looking for advice."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Cashflow & Income
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Kev gave me great advice around managing my financial position, and helped me understand not just my goals and how to lay some foundation to reach them, but also some of the inner workings of the systems that I needed to interface with. He was very educational and patient, and was even able to speak to the millenial mindset around the housing market, which can be stresseful, and reframe everything in a way that made it all managable."

  • Socially Responsible
  • Borrowing
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Speaking with Kevin from Future Focus Financial Planning was a breath of fresh air! As a young woman trying to become more financially savvy, their values-based business ethos really appealed to me. I was so impressed with their genuine interest in my savings goals and enthusiasm to support me in getting there. I couldn't recommend them highly enough and look forward to working with them in the future."

  • Superannuation
  • Cashflow & Income
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"Kevin is a lovely young man, he is very patient with me as I am not knowledgeable in finance investments etc.kevin always takes time to explain things to me to give me a better understanding of things in which i appreciate greatly. He is always there should I need any advice or information."

  • Superannuation
  • Insurance Protection
  • Cashflow & Income
  • Complex Investments
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Kevin has given me clear and concise guidance on all matters that I had concerns about; Cash Flow, Investments, Superannuation and Managing Debt. The information presented to me was easy to understand and his honest, transparent approach to my situation gave me great confidence in the financial plans we discussed. I have been made aware of potential pit falls that I face in the short term which has removed any worries of the unexpected. Highly recommend this service!"

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Cashflow & Income
  • Borrowing
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"My husband and I are very impressed with Kevin. He gave us sound Financial advice and is a very caring and approachable person. Would not hesitate in recommending Kevin for any financial planning and assistance."

  • Government Assistance
  • Superannuation
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Kevin and his team have been absolutely incredible. They have helped us gain knowledge on our financial situation and have helped us put in place strategies to reach our goals, get our superannuation investing in line with our values, budgeting for everyday life and setting us up for the successful future we aspire to have. Couldn't recommend these guys more! They are so personable, friendly and quick to act and always happy to educate us in simple terms without making us feel silly. ????????"

  • Superannuation
  • Insurance Protection
  • Cashflow & Income
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"My wife and I are confident in Kevin's knowledge and experience and feel very comfortable that the advice given was right for our goals and needs."

  • Superannuation
  • Insurance Protection
  • Cashflow & Income
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 22

My clients have reviewed me based on the following areas of advice

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Expat Finance
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Bachelor of Commerce (Economics & Finance)

Level
7 - Bachelor Degree
Institution
University of Wollongong (UOW)
Completed
2010

Ethics and Professionalism in Financial Advice - Bridging Course

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2020

Advanced Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2013

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2013

Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2012

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Associate
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