Your Trusted Financial Advisors in Penrith

Located at the foot of the famous Blue Mountains and with the Nepean River on its doorstep, Penrith is 55km from Sydney’s central business district.

Penrith is a fantastic family city with plenty of green open spaces and offers many unique recreational activities. With the new Badgery’s Creek airport due to open in 2026, Penrith is undergoing a huge transformation making it an exciting time for the area.

Our Financial Planning Services in Penrith

At FuturePoint Wealth Penrith, we understand that each client is unique and deserves individualised attention. Our range of comprehensive 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.

Cashflow Management

Manage your finances effectively with our Cashflow Management solutions. Our expert advisors will assist you in optimising your cashflow, ensuring you have a solid foundation for achieving your financial aspirations.

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 Penrith Financial Planners Today

As your dedicated financial planning partner in Penrith, 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.

Our Penrith 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.

Tim Hayman

Financial Planner

Michelle Sawyer

Client Services Manager

What our clients are saying

Contact Your Trusted Financial Planners in Penrith

Shop 1A,
1-3 Castlereagh Street,
Penrith NSW 2750