Our service is highly-personalised and we never
offer off-the-shelf solutions

Once you’ve made the decision to trust us with your financial affairs, we develop personalised advice to help you achieve what’s most important to you. As Project Managers for your financial life, we also work closely with other key professionals such as accountants, stock brokers, Lending representatives and lawyers to deliver a totally collaborative, professional approach that explores every opportunity and leaves nothing to chance.

Serving You


Our service is highly-personalised and we never offer standard solutions. Every client has their own needs and goals, and our advice is individually tailored to match.

We provide guidance across various areas, including investments, wealth management, business strategies, family protection, and aged care.

Investment Advice

Invest using our time-tested approach for managing risk and tailoring portfolios to drive your goals. This is done across the business, personal, trust and superannuation structures including:

  • 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

We help protect businesses, executives and families through different insurance structures to ensure that in your absolute time of need you have a safeguard. We have helped clients receive payouts which has alleviated financial stress.

We offer Asset Protection through Insurance options such as:

  • Life
  • Total and Permanent Disability
  • Critical Illness/Trauma
  • Income Protection
  • Buy / Sell business continuation strategie
  • Key person planning

Aged Care

Making an informed decision about aged care is incredibly important. Making the wrong decision can have far-reaching consequences for the whole family. When aged care decisions go badly, the stress can lead to family conflicts.

Aged care financial advice is a specialist area. The rules change constantly, as do the available strategies. At Turning Point we specialise in aged care advice and have the experience to help you to plan for current or future needs.


Sign up for our newsletter