Turning Point Financial Services

Welcome to Turning Point Financial Services, your go-to institution for personalised financial planning advice in Australia. Located at 30 Kingsway in Cronulla, we are dedicated to helping you achieve your financial goals and create wealth.

At Turning Point, we understand that everyone's financial situation is unique. That's why we offer personalised solutions tailored to your individual needs. Our team of experienced financial advisors is committed to managing your finances and providing you with the guidance and expertise you need to secure your financial future.

One of our key areas of expertise is asset protection. We offer a range of insurance options, including life, total and permanent disability, critical illness, and income protection insurance. We believe that protecting your assets is crucial in ensuring financial stability and peace of mind.

In addition to asset protection, we also specialize in wealth creation and financial management. Our services include superannuation and pension advice, including self-managed super funds, as well as wealth management strategies. We work closely with you to develop a comprehensive plan that aligns with your goals and helps you build wealth over the long term.

Estate planning is another important aspect of our services. We assist you in creating a solid plan for the distribution of your assets, including business succession planning if applicable. Our team understands the complexities of estate planning and will guide you through the process to ensure your wishes are carried out effectively.

Gearing and direct investments are also areas in which we can provide expert advice. Whether you're looking to explore margin lending or make direct investments, we have the knowledge and resources to help you make informed decisions.

Turning Point Financial Services is more than just a financial institution. We are your trusted partner in securing your financial future and helping you live the life you've always wanted. Contact us today to schedule a consultation and take the first step towards achieving your financial goals.