Home

In a business where integrity and trust are everything, Point Financial has been fast building a reputation for providing high quality advice and services to a variety of clients - from business owners, to professionals and retirees.

We offer our clients a range of advice and financial solutions, covering wealth accumulation, wealth management and wealth protection strategies.

"Our clients are our business and we are passionate about our business."

We can help you create the financial security that lets you focus on what's really important in your life. Find out more about us, our services and our team.

Lifetime - Client Login

Getting Started

Have you ever tried saving, but it never amounted to much? Just when you started to get ahead you would get sidetracked and spend the lot? If you find saving difficult, follow these three simple steps:

- Set yourself achievable goals and write them down

- Draw up a budget

- Make a plan to invest, and invest according to your plan

Rather than saving, you should focus on investing. Simply putting your money in a savings account, gives you easy access to your money and the interest is generally low.

Planning for Retirement

There can be a temptation to believe that funding retirement will take care of itself. It won’t! Instead, you must set clear goals and the earlier the better.

Financial planning is all about improving your lifestyle. When considering retirement, it’s tempting to focus on short-term plans. After all, retirees have worked a lifetime and a large lump sum may seem like a well-deserved reward. However, there are good reasons for longer term planning, and keeping your super money working for you.

Point Financial Pty Ltd

Home