Financial Planning in Wollongong

Financial Planning in Wollongong

Just over an hour’s drive south of Sydney by road or train, Wollongong is a vibrant regional city that boasts beautiful coastlines, the home to a range of large businesses and industry, entrepreneurs, start-ups, leading academic innovations and world-class sporting events.

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

Our Financial planning services in Wollongong

At FuturePoint Wealth Wollongong, 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 Wollongong Financial Planners Today

As your dedicated financial planning partner in Wollongong, 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 Wollongong 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

Kurt Prebble

Financial Planner

What our clients are saying

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

“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

Ciaran is a wealth of knowledge and guidance with managing my super fund. He always has my best interest at heart with the direction, projection and best return on my portfolio. He explains all matters and answers any questions in a relatable manner that I can understand.

Can’t recommend him highly enough, he’s the best.

Tracey

East Gosford, NSW

Contact our Financial Planning in Wollongong office

Suite 1, Ground Floor,
Enterprise 1 Innovation Campus,
Squires Way, North Wollongong NSW 2500