Our Services

What We Do
  • Budget Management       

  • Debt Reduction

  • Personal Insurance 
     

 

 

  • Superannuation   

  • Self Managed Super Funds (SMSF)

  • Investment Planning

  • Business Succession Planning

  • Taxation Planning

 

 

  • Retirement Planning     

  • Gearing Strategies

  • Aged Care Advice

  • Centrelink Planning

  • Estate Planning Considerations

 

 

- Life Insurance

- Total and Permanent Disability (TPD) Insurance

- Income Protection Insurance

- Trauma Insurance

 

 

Holistic Financial Advice

Financial planning is about taking a long term view of your life and how you’d like to live it.

A financial advisor is essentially a coach, helping you to set your financial goals and putting a plan in place to help you turn them into reality. Experience has shown that our clients benefit most when we have a long term, trusted relationship with them. 

At Waypoint Financial, it is our intention to create an environment where you feel inspired by all the infinite possibilities life holds in store for you and provide you the guidance and self-confidence you need in order to make smart and responsible financial life decisions today.

We will help you develop an holistic strategy which covers all areas of your finances. 

The result; you can live a life with greater freedom and peace of mind knowing that your entire financial situation has been considered and just as importantly, effectively planned. 

Our Services

YOUR

FINANCIAL ADVISOR

AND

LEAD CONSULTANT

MORTGAGE

BROKER

ACCOUNTANT

SMSF 

ADMINISTRATOR

 

SOLICITOR

PROPERTY

CONSULTANT

 

Imagine the you sense of accomplishment you will feel by reaching your long term goals that you’re able to look back and see the remarkable and powerful benefits having a financial advisor by your side has brought to your life?

Once Waypoint Financial has worked with you to create your own personal financial plan, you'll no longer need to imagine.

YOUR

FINANCIAL PLANNER

AND

LEAD CONSULTANT

 

YOU,

THE

CLIENT

BUDGET PLAN

DEBT REDUCTION

SUPERANNUATION

INSURANCE

BUILDING WEALTH

AGED CARE

TAX STRATEGIES

RETIREMENT PLANNING

ESTATE PLANNING

© 2015 by Waypoint Financial

 Waypoint Financial is a Corporate Authorised Representative of Charter Financial Planning Limited. Australian Financial Services Licensee: Licence Number 234665

 

                  LEGAL DISCLAIMER                                   |                                                 PRIVACY POLICY                                 |                                                    FINANCIAL SERVICES GUIDE                    

 

 

  • Facebook Basic Black
  • LinkedIn Basic Black
This site was designed with the
.com
website builder. Create your website today.
Start Now