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FINANCIAL PLANNERS HELPING YOU ACHIEVE YOUR GOALS

Personalised financial planning advice to help you achieve your financial goals
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About Us

 

At Turning Point we have over 50 years combined experience in financial services in helping clients with setting and achieving their financial goals.

Our team of qualified and experienced financial planners have helped families, executives, business owners and retirees by reducing their financial stress, giving them more time to enjoy the things they love.

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What We Offer

 

Our private wealth advisors offer unparalleled resources, access and guidance to help you maximise your wealth. Your advisor is deeply attuned to your goals and values and assembles all Turning Point has to offer on your behalf. Learn more about our services below and request a meeting today.

Our Services

Investment Advice

Wealth, Business & Family Protection

Aged Care Advice

Investment Advice

• Wealth management and preservation

• Asset allocation and portfolio implementation

• Tax-efficient solutions

• Alternative investments

• Portfolio risk management

• Bespoke direct equity portfolios

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Wealth, Business & Family Protection

• Life

• Total and Permanent Disability

• Critical Illness/Trauma

• Income Protection

• Buy / Sell business continuation strategies

• Key person planning

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Aged Care Advice

• Aged care financial advice

• Up to date rules and available strategies

• Plan for current or future needs

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Partnerships

 

Through our years of experience, we have built key relationships with professionals in the accounting, legal, lending, stockbroking and real estate industries to ensure you receive the complete private client experience.

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YEARS OF EXPERIENCE AND A REAL FOCUS ON OUR CLIENTS

Meet The Team

Testimonials

“Todd and the team at Turning Point have been guiding us in securing our financial future for several years now. Whether it’s crafting our savings and superannuation portfolios, handling mortgage and finance brokerage, or providing direction on Life, Trauma, and Income Protection Insurances, the Turning Point Financial team consistently delivers trusted and top-notch service. We highly recommend their services.”

Colin & Narelle Rooke

“I wanted to take a moment to express my sincere appreciation for the outstanding service and support I have received from Todd and the entire team over the past 10 years. In both professional and personal dealings, Turningpoint Financial Services has consistently stood out for the personalised attention they provide. What sets them apart is the seamless blend of professionalism and a personal touch—a rare combination that creates a great experience. The dedication, knowledge, and customer focus displayed by the team are commendable. It’s not just about transactions; it’s about building lasting relationships. Throughout the years, I have been consistently impressed with the team’s ability to deliver outstanding results while making me feel like a valued part of the process. Whether it’s financial advice, investment strategies, or any other service they offer, the team’s commitment to excellence shines through

Glen Stortenbeker

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We focus on what you want to accomplish and head in the direction that makes the most sense.
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