“Todd’s expertise in customer focused roles has seen him excel in financial planning”
– Who Saidthis, FromWhere
Turning Point Financial Services provides a high touch personalised financial planning service to help YOU achieve your financial goals. We are a holistic financial planning practice that caters for all demographics with a strong focus on developing strong relationships with all of our clients and delivering to them financial certainty.
It’s about YOU
We focus on what you want to accomplish and head in the direction that makes the most sense, they are YOUR goals. Everyone’s situation is unique and we take the time to find out what you want and how you would like to get there. It’s your journey!
Why we do what we do
Nothing gives me more satisfaction in this job as when clients tell me at the end of the meeting “we are so relieved, you have put our minds at ease” and I can see the stress lift off them. Your situation will change and it is important that you have someone to move with you.