Touchstone Planning

Welcome to Touchstone Planning, a leading establishment in finance located in Norwood, Australia. Research has shown that only 10% of Australians have a financial plan, which is a concerning statistic (Deloitte – ‘The future of financial advice – opportunities and challenges’ 2015). Additionally, the Rice Warner report in 2013 revealed that the median level of life insurance cover for Australians is only 64% of basic life insurance needs, leaving families underinsured (Rice Warner ‘Underinsurance Research Report Report’ 2013).

At Touchstone Planning, we understand the importance of financial planning and protection strategies tailored to your specific requirements. With a focus on your individual goals, we work closely with our clients to achieve positive outcomes that align with your retirement and lifestyle aspirations. As a small boutique practice aligned with an independent dealer group, we specialize in helping young professionals and business owners protect their families and build assets for retirement.

To ensure we provide the latest strategies and solutions to our clients, we have partnered with Insurance Advisernet Australia, a trusted name in the industry, and operate within the regulatory framework. Our aim is not to provide all things to all people, but rather to focus on delivering exceptional service to our target demographic.

One of our key offerings is assisting you in setting up a superannuation fund, which is crucial for ensuring financial freedom during retirement. By working with Touchstone Planning, you gain access to our team of experienced advisers who are Authorised Representatives of Fortnum Private Wealth Pty Ltd ABN 54 139 889 535 AFSL 357306 trading as Fortnum Financial Advisers.

Please note that the information provided on our website, Touchstone Planning (www.touchstoneplanning.com.au), is general advice and may not take into account your specific objectives, financial situation, or needs. We encourage you to carefully consider whether our advice is right for you before making any decisions.

Take control of your financial future with Touchstone Planning. Contact us today to schedule a consultation and start planning for a secure tomorrow.