Touchpoint Financial

Welcome to Touchpoint Financial, located at 381 Port Hacking Road, Caringbah, Australia. As an establishment in the finance industry, we are dedicated to helping you make the most of your life by putting you in control of your financial future.

At Touchpoint Financial, we understand that each individual has unique goals and aspirations. That's why we have created our Client Hub, an online portal designed to securely collect your information. Through this platform, we will discuss your life and financial goals, and demonstrate how our tailored financial plans can add value to your situation.

Once you are comfortable with our approach, we will provide you with a letter of engagement proposing our services and associated fees. It's time to get organized! Based on all the information we have gathered, we will formulate a personalized strategy to meet your goals.

Our experienced team will walk you through your financial plan, explaining our recommendations in detail. We will manage you through the necessary steps to get started and ensure you stay on track to reach your goals.

But it doesn't end there. We understand that a financial plan is not a one-time event. The world changes, and so does your situation. That's why we believe in regular meetings to ensure your plan evolves with you. Our goal is to keep you organized and on track to achieve your financial dreams.

When it comes to planning your finances with Touchpoint, you can rest assured that our advice comes from qualified professionals with lived experience. Both Rebecca and Graham hold professional certifications recognized by the Financial Advice Association of Australia. We have seen countless client strategies and know what works, what doesn't, and what is achievable with the right plan in place.

But we don't just provide information and advice – we help you understand it. We want you to be as passionate about your finances as we are. We believe that everyone can improve their financial circumstances with the right know-how, whether it's saving for a deposit on your first home, expanding your business, or retiring early. Our experienced advisers know how to make it happen.

We take the time to listen to you and build a plan around your unique circumstances and goals. Our first step is understanding what your best life looks like. From there, we will help you invest in income-producing assets to reach your goals and ensure you can retire with freedom and security.

Take the first step towards planning and achieving your life goals with our qualified Financial Planners. Let us help you make the most of your life by taking control of your financial future. Visit Touchpoint Financial today and let's start your journey towards financial success.