Smart ideas for your money
FINANCIAL PLANNERS HELPING YOU ACHIEVE YOUR GOALS
About Us
At Turning Point we have over 50 years combined experience in financial services in helping clients with setting and achieving their financial goals.
Our team of qualified and experienced financial planners have helped families, executives, business owners and retirees by reducing their financial stress, giving them more time to enjoy the things they love.
What We Offer
Our private wealth advisors offer unparalleled resources, access and guidance to help you maximise your wealth. Your advisor is deeply attuned to your goals and values and assembles all Turning Point has to offer on your behalf. Learn more about our services below and request a meeting today.
Investment Advice
Wealth, Business & Family Protection
Aged Care Advice
Investment Advice
• Wealth management and preservation
• Asset allocation and portfolio implementation
• Tax-efficient solutions
• Alternative investments
• Portfolio risk management
• Bespoke direct equity portfolios
Wealth, Business & Family Protection
• Life
• Total and Permanent Disability
• Critical Illness/Trauma
• Income Protection
• Buy / Sell business continuation strategies
• Key person planning
Aged Care Advice
• Aged care financial advice
• Up to date rules and available strategies
• Plan for current or future needs
Partnerships
Through our years of experience, we have built key relationships with professionals in the accounting, legal, lending, stockbroking and real estate industries to ensure you receive the complete private client experience.
YEARS OF EXPERIENCE AND A REAL FOCUS ON OUR CLIENTS
Testimonials
Tomorrow's News Today
Tax Changes – What will it mean to me?
Prime Minister Anthony Albanese has announced changes to address ongoing cost of living pressures with all 13.6 million Australian taxpayers receiving a tax cut from 1 July 2024. Now is the time to assess what it means for your hip pocket.
Life Insurance Through The Ages
Whoever said, ‘the more things change the more they stay the same’, was dead wrong when it comes to life insurance. While protection against adversity is always wise, your actual needs change as you move through di erent ages and stages of life.
Boost your super with a lump sum
If you’re lucky enough to have received a windfall, perhaps an inheritance or a retrenchment payout, your first decision will be what to do with it.