Living your best life starts here

It’s your life, we want to help you make the most of it by putting you in control with a tailored financial plan.

What to expect

First Contact

One of our Senior Financial Advisors will contact you to discuss why you are seeking advice and how we can help.

Information Gathering

Visit our Client Hub, an online portal designed to collect your information safely and securely.

Discovery Meeting ($330)

We’ll discuss your life and financial goals. As well as demonstrating how we can add value to your situation. Once you’re comfortable with our approach, we’ll provide a letter of engagement proposing our service and associated fees.

Your Financial Plan

It’s time to get organised! Based on all the information we’ve gathered to date, we’ll formulate a tailored strategy to meet your goals.

Discussing Your Plan

We’ll walk you through your financial plan and explain our recommendations.

Implementation

Our team will manage you through the steps to get started and stay on track to reach your goals.

Ongoing Planning Meeting

This is how you stay organised! A financial plan is not simply set and forget. The world changes, and so will your situation. Regular meetings will ensure your plan evolves with you.

Ready to start the journey?

Get in touch

Experience Matters

Over 40 years supporting individuals, families & business owners

When it comes to planning your finances with Touchpoint, you can rest assured our advice comes from qualified professionals with lived experience.

We’ve helped retirees to retire sooner, young couples to plan and save for their first home, and parents to plan for growing families.

Our approach is to listen closely to our clients and support them by applying proven strategies. We’re about creating wealth. Simply.

About Us

Highly Qualified

Both Rebecca and Graham hold professional certifications recognised by the Financial Advice Association of Australia.

Different Perspectives.

We’ve seen hundreds of client strategies. We know what works, what doesn’t and what’s achievable with the right plan in place.

Breaking down complexity

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.

man and woman sitting on bench in front of beach

What will you achieve?

Anything is possible with the right plan in place

There’s a lot of talk about achieving financial freedom. But what does that really mean for you?

We believe everyone can improve their financial circumstance with the right know-how. Whether that’s saving for a deposit on your first home, expanding your business or retiring early, our experienced advisers know how to make it happen.