We’ll get you to the top

*Jennie wanted to purchase a new home and was referred to Wealthpoint Financial by her accountant. Looking to retire in four years, Jennie assumed she would need to use her cash savings to buy the house and repay a small mortgage before retirement.

*Couple Simon and *Karlie have very different views when it comes to money and how it should be spent. Simon holds a defence disability pension and is a self-proclaimed ‘spender’ while Karlie is the ‘saver’ and works part-time as an account payable clerk.

Married couple *Bill and *Sandy were referred to us by their accountant to provide guidance on self-managed super funds (SMSF). Bill runs his own landscaping company from a leased property and was facing a substantial rent increase.