Expert Financial Planning in Cronulla

Only 26 kilometres south of the Sydney CBD, Cronulla boasts a stunning coastline with numerous surf beaches and swimming spots. Cronulla combines a diverse food and outdoors scene, a broad range of businesses and boutique retail stores with an ideal mix of relaxation and coastal vibe. 

Our experienced FuturePoint Wealth team in Cronulla is passionate about empowering you and your family to take control of your future. Contact us today.

Our Financial planning services in Cronulla

At FuturePoint Wealth Cronulla we understand that each client is unique and deserves individualised attention. Our range of financial planning services includes:

Wealth Protection

Safeguard your assets and secure your family’s future with our Wealth Protection strategies. We’ll work closely with you to identify potential risks and devise a personalised plan to protect your hard-earned wealth.

Investments

Make informed investment decisions with our Investment services. We’ll help you navigate the markets and tailor a portfolio that aligns with your risk tolerance and financial objectives.

Superannuation

Prepare for a comfortable retirement with our Superannuation planning expertise. Secure your future and maximise your superannuation benefits with our guidance.

Retirement Planning

Plan your dream retirement with our Retirement Planning services. We’ll help you create a roadmap to financial freedom and peace of mind during your golden years.

Contact our Cronulla Financial Planners Today

As your dedicated financial planning partner in Cronulla, we are committed to listening, caring, and understanding your financial needs. Get in touch today and embark on a journey towards financial security and success – we can work closely together to shape the tomorrow you envision.

Our Cronulla Team

Meet our team of experts who develop tailormade, fluid financial strategies to protect and grow your wealth on your journey to a secure financial future.

Jenny Leonard, Financial Planner, Cronulla

Jenny Leonard

Financial Planner

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

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

“11 out of 10! Tim helped my husband and I review our superannuation and insurance needs. As a sole trader with a pre-existing medical condition, we didn’t think we would ever be able to get affordable cover for my husband. Thanks to Tim, our family is now protected and our super balances are growing nicely. Tim listened and understood our needs and we found him to be very knowledgeable. Highly recommend Tim, Michelle and the team!”

Lina Chronis

Blaxland

I met Tim Hayman from FuturePoint Wealth through the local business chamber. The trust built over time encouraged me approach Tim for financial advice and from the first meeting I knew the advice I was receiving was in my best interest. I feel secure that I’ve now made a sound start in working toward my future financial security – Thank You so much to Tim and his team for their support.

Maha Dunne

“We are very happy with the service that Tim and his team have provided over the years that he has been providing us with advice and guidance. Always makes things easy to understand – his super..annuation advice has been super.”

Kerry

Silverdale, NSW

Contact Your Expert Financial Planning Team in our Cronulla Office

Suite 3/25 Cronulla Street, Cronulla NSW 2230