Your Trusted Financial Planners in Sutherland

The heart of the Sutherland Shire, Sutherland is the central business district and home to the Sutherland Shire Council. Its bustling community enjoy cafes, entertainment and leisure centres, a large library, a main train station and parklands.

Sutherland is home to our FuturePoint Wealth Sutherland team, Ciaran Davis, Matthew Staples, and Andrew O’Riordan. They’re passionate about empowering you and your family to take control of your future.

Expert Financial Planning Services in Sutherland

Our Sutherland Team of Expert Financial Advisors understand that each client is unique and deserves individualised attention. Our comprehensive range of personalised 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 Sutherland Team’s 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

Our Sutherland Team willl help you navigate the markets and design an investment portfolio that fits with your risk tolerance and financial objectives. Make informed investment decisions with our Investment services. 

Superannuation

Prepare for a comfortable retirement with our Superannuation planning expertise. Secure your future and maximise your superannuation benefits with Sutherland team’s expert financial 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 Sutherland Financial Planners Today

As your dedicated financial planning partner in the Sutherland Shire, 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 Sutherland 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.

Ciarán Davis

Financial Planner

Matthew Staples

Financial Planner

Andrew O’Riordan

Financial Planner

What our clients are saying

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

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

“I was very anxious and apprehensive about dealing with a financial adviser for the first time. Matthew was extremely supportive and understanding, nothing was too much trouble for him to look into or explain. I can’t recommend him highly enough!”

Ashley

Kembla Grange

“Matthew shows extensive knowledge as my financial adviser. He is always well prepared at meetings and offers me an extensive range of products and offers to suit my needs. He is extremely thorough in his presentation and I always leave with peace of mind knowing that he is managing my finances well.”

Maree

Panania

“We found Andrew to be extremely easy to deal with. He listened to our needs and gave us several options and scenarios and guided us in making decisions about our future. We would absolutely recommend him to our friends and family.”

Karen

Barden Ridge

“Ciaran and the team have been excellent to deal with, extremely professional and knowledgeable in the work they do, always available to answer any questions, guiding individuals in the right direction and 100% care factor of their clients.”

Robert

Sydney

Contact Your Trusted Financial Planners in Sutherland Shire

10/812-814
Old Princes Highway, Sutherland 2232