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!
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.”