Known for its cafes, boutiques and galleries, there’s always something to do in Gymea. It’s a busy suburb in the Sutherland Shire and home to our FuturePoint Wealth Gymea team headed up by Financial Planner, Adam Niewidok who’s dedicated to giving you tailor made advice
At FuturePoint Wealth Gymea, we recognise the individuality of each client and ensure they receive personalised care. Here’s an overview of our extensive financial planning offerings:
It’s essential to protect what you’ve earned and guarantee a secure future for you and your loved ones. Through our Wealth Protection methods, we work with you to spot possible vulnerabilities and craft a customised strategy to safeguard your hard-earned wealth.
Effectively oversee your finances resources with our Cashflow Management solutions. Our seasoned consultants will guide you to streamline your cashflow, laying a robust foundation for your financial goals.
Harness our Investment services to make informed investment choices. We support you in understanding the intricacies of the market and curating a portfolio in sync with your risk preferences and monetary goals.
Set the stage for a relaxed retirement using our Superannuation expertise. Take advantage of our insights to bolster your Super provisions and maximise your benefits.
Envision the retirement you’ve always dreamt of with our Retirement Planning services. Together, we will chart your journey towards financial independence, ensuring peace of mind during your retirement years.
As your dedicated financial planning partner in Gymea, we are committed to listening, caring, and understanding your financial needs deeply. Reach out to us today to embark on a journey towards financial security and success. Let’s work closely together to shape the tomorrow you envision.
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.
Financial Planner
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.
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.
Carla and I first met Adam in April 2016 via an introduction from Michele Hutchen in Gymea. Since then, Adam has been a valuable part of how we think about our current and future financial situation. Adam has helped and guided us through reducing our personal debt and improving our cash flow…
Tim Hayman : Authorised Representative No. 000411369 | PBM Financial Services Pty Ltd trading as FuturePoint Wealth Pty Ltd | ABN 68 161 652 133 | Corporate Authorised Representative No. 000456695
Adam Niewidok : Authorised Representative No. 000351533 | Basil Staniforth Pty Ltd trading as FuturePoint Wealth Pty Ltd | ABN 84 162 608 442 | Corporate Authorised Representative No. 000438087
Ciarán Davis : Authorised Representative No. 000451868 | Johnson Green Pty Ltd trading as FuturePoint Wealth Pty Ltd | ABN 16 165 846 560 | Corporate Authorised Representative No. 000451869
Matthew Staples : Authorised Representative No. 001271713 | Johnson Green Pty Ltd trading as FuturePoint Wealth Pty Ltd | ABN 16 165 846 560 | Corporate Authorised Representative No. 000451869
Andrew O’Riordan : Authorised Representative No. 001286054 | Johnson Green Pty Ltd trading as FuturePoint Wealth Pty Ltd | ABN 16 165 846 560 | Corporate Authorised Representative No. 000451869
This information has been provided as general advice. We have not considered your financial circumstances, needs or objectives. You should consider the appropriateness of the advice. You should obtain and consider the relevant Product Disclosure Statement (PDS) and seek the assistance of an authorised financial adviser before making any decision regarding any products or strategies mentioned in this communication.
Alliance Wealth Pty Ltd | ABN 93 161 647 007 | AFSL 449221 | www.centrepointalliance.com.au/fsg/