• TURNING POINT FINANCIAL SERVICES

  • WEALTH CREATION

  • FINANCIAL MANAGEMENT

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Turning Point Financial Services is committed to providing personalised financial planning advice to help YOU achieve your financial goals. We specialise in protecting your assets, assisting you with wealth creation and financial management to ensure you have the life that you want.

A personalised solution for your financial management needs

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ourservices

Turning Point are dedicated to managing your finances and helping you create wealth. Here is an overview of our services – if you’d like more information on any of them please get in touch.

ASSETS

Asset Protection

MANAGEMENT

Superannuation & Pension advice (including Self Managed Super Funds)

Wealth Management

Budget & Debt Management

WEALTH

Estate Planning (including Business Succession Planning)

Gearing – margin lending

Todd’s expertise in customer focused roles has seen him excel in financial planning

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aboutus

Todd Dalton is the Director of Turning Point Financial Services. He has over 15 years experience in the Financial Services Industry, working for leading companies such as ANZ Business Bank, Comminsure & Manchester Unity.
Todd-profile

Todd’s expertise in customer focused roles has seen him excel in financial planning, a profession he is truly passionate about and has joined Clearview as Director of Turning Point Financial Services. Turning Point provides a holistic financial planning practice that caters for all demographics with a strong focus on developing strong relationships with all of its clients. Todd has completed an Advanced Diploma of Financial Planning and is qualified to provide advice on Self Managed Super Funds & Margin Lending.

todd@turningpointfinancial.com.au

02 8544 3633

Suite 304/29 Kiora Road, Miranda NSW 2228

contact

We’d really love to hear from you so why not drop us an email and we’ll get back to you as soon as we can.

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