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I left my role as a financial planner with the Commonwealth Bank 2013 to start a MCFP/FinChoice franchise in Blaxland and Penrith. During my time with MCFP / FinChoice we won multiple awards including Adviser of the Year and Practice of the Year. In 2021, we had the opportunity to create FuturePoint Wealth. It’s a wonderful opportunity to grow.
I love that I can guide you and your family on your wealth creation journey. And as a valued expert in your life, I get to watch you reap the rewards from your decisions.
I recently introduced a granddaughter and her husband to the benefits of a sound financial plan, including superannuation and insurance advice. Seeing the value, they referred their parents for expertise around retirement strategies. Now I’m also working with the grandparents, providing advice on what to do with proceeds from a property sale to secure their own retirement. It’s so special to invited to be part of generational dreams and achievements.
The earlier you put a financial plan together, the more choices you’ll have.
The stuff you need first from your suitcase is always at the bottom!
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.”
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/