I joined the Penrith team in 2022 as Client Services Assistant and since then have grown a deep understanding of the financial planning industry after spending 20 years in Conveyancing. As a true local, I’m a dedicated fan of the Mighty Panthers.
I’m a people person and I’m passionate about ensuring we manage our clients’ expectations, providing them with all the necessary information to help them comfortably make informed decisions about their financial future.
Seeing Tim Hayman win “Business Person of the Year” in 2024 at the Blue Mountains Business Awards.
Always be true to yourself and treat others with kindness.
What you aspire to be when you’re younger may not always work out as planned, but it can lead to even better opportunities.
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.”
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.
“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!”
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.
“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.”