Secure your future and peace of mind

If you experience anxiety about your future you’re not alone. Many Australians worry about a fluctuating economy, career, health and how these impact their family. Our FuturePoint Wealth financial planners have the expertise to give you the knowledge and confidence to take control and shape your future.

Our Services

Manage your money

Together we’ll look at your cashflow management to budget and monitor your spending.

Build your wealth

We’ll work with you to create wealth with tailored strategies that grow your assets.

Protect your assets

It’s important to us that your family’s future is protected.

Work with your super

It’s our goal to simplify superannuation for you by researching your current fund, tracking your lost super and consolidating your funds.

Prepare for retirement

We’ll guide you through your transition to retirement with a timeline that works for you. 

Coach you in retirement

We’ll give you a sense of security around your standard of living and the longevity of your funds in retirement.

Get in touch to find out how we can help you to take control of your finances and shape your tomorrow.

Our professional, trusted advisers remain invested in your needs and your story. You can rely on their knowledge and expertise as they work with you to develop tailormade, fluid financial strategies to protect and grow your wealth.

What our clients are saying

I met Tim during a period of uncertainty about my future. Previously, I hadn’t needed to manage my finances, as my late husband had always handled that for us. After selling our investment property, I faced a substantial capital gain and didn’t know how to manage the proceeds or how much longer I would need to work. Tim developed a comprehensive plan that significantly reduced my capital gain, restructured my superannuation to better suit my needs, and provided clear advice on handling the investment property proceeds. He gave me the confidence to retire on my terms, afford a new car, and enjoy the overseas holidays I had always dreamed of.”

Deb H

Penrith

I can promise you that you will not find a more caring, professional, pro-active financial advisor anywhere. Adam and his team are forthright and honest and they actually care. They are my team and now he also looks after both my daughters as well. I know that he will guide them and help them create their own future.

Lisa P

Gymea Bay NSW.

Adam has helped and guided us through reducing our personal debt and improving our cash flow. He’s secured our existing and future financial position with a combination of protective measures and investment strategies, which included consolidating our super and then putting it to work, and making it work hard for us. His guidance and advice (while slightly cautious for this avid risk taker) has helped us clear our personal debt, obtain well above average returns on our investments, and late last year, finally saw us in a position to buy our dream home.

Roger

Gymea Bay NSW.

Andrew has been extremely professional and pleasant to deal with. Andrew is prompt, reliable, honest and knowledgeable, providing quality advice to us for our retirement planning and superannuation investments. Andrew provided us with good comparisons, showed us savings we could make and has guided us in our best options for our money. We would have no hesitation in recommendina Andrew to triends and associates tor advice. money. We would have no hesitation in recommending Andrew to friends and associates for advice.

Pamela

Fairy Meadow

Tim explains everything to me in a way that I can understand. I am always confident with Tim. Tim has helped me with setting up a self funded pension and I am very happy with the service Tim gives to me.

Patricia

Dharruk NSW

It was the smartest decision and best investment we have ever madel Faced with some serious health and life challendes we were overwhelmed out of our comfort zone It was the smartest decision and best investment we have ever made! Faced with some serious health and life challenges we were overwhelmed, out of our comfort zone and really had no idea how to move ahead. Ciarán and Andrew are men of great integrity and they are trustworthy, professional, honest, knowledgeable and compassionate. Our association with them has changed our lives. They helped us create a retirement strategy and guided us in the implementation. They have given us the confidence and support we needed to make sound financial decisions and meet our financial and family goals.

Stephen

Peakhurst Heights NSW