Include a trusted financial planner on your team of life experts. You'll be heard and advised by someone who speaks your language and believes there's more to life than money. I will empower you to build your wealth to live your best life.
Let me help you shape your financial future, services include Investment advice, wealth protection, superannuation advice. Retirement planning and retirement advice to give you a sense of security around your standard of living and the longevity of your funds in retirement.
Tim provided retirement advice that was perfect for our situation with tax benefits that we were not aware of. A clear understanding of our financial stability was developed so that funds were invested to maximum potential. A detailed budget, before and after retirement, was established so that we could see where savings could be made to maximise the life of our investment and ensure our income met our needs with no decline in living standards. Tim also provided advice on extra investment that we could do in the future to extend the life of our retirement income. Tim has a wealth of knowledge that we can turn to for any question we have.
Tim has continued to give us confidence in our financial future.
We are very happy with the service that Tim and his team have provided over the years that he has been providing us with advice and guidance. Always makes things easy to understand - his super..annuation advice has been super.
Tim explains everything thing to me in a way that I can understand. I am always confident with Tim. Tim has helped me with setting up a self funded pension and I am very happy with the service Tim gives to me.
- Adviser status Platinum
- Number of reviews 19
- First year providing advice 2010
- Years of experience 13
- Master of Commerce (Financial Planning)
FuturePoint WealthSuite 3, 13 Hope St
Blaxland, NSW 2774
- 9:00am – 5:00pm Monday – Friday
- In person
- Video call
Alliance Wealth Pty Ltd