Financial advice to help you answer the question
Stress Less. Take Control. Plan Ahead.
A financial plan is about more than just money. It’s about freely living your life without worrying about your finances. It’s confidence and excitement about your future. It’s leaving a legacy for the next generation. At Counterpoint we help you get control of your money so you can live life on your terms.
How can we help?
By keeping you on track so you can live your lifestyle today and tomorrow with certainty.
- Get started and set your family up for success
- Build wealth and pursue your goals
- Prepare for retirement and beyond
- Make the most of retirement
What we do
We develop tailored step-by-step financial strategies and help you make informed decisions about your money centred on your future aspirations, financial and family complexities.
Prepare for tomorrow, make the most of today.
Insights
Riding the AI wave to make your life easier
During a period where technological developments have picked up speed, one innovation in particular wields a profound, broad-reaching impact on…
Are your insurance needs covered?
The start of a new year is always a good time to check whether your insurance policies are still serving…
Super changes add flexibility
Just when you thought you had a grip on the superannuation rules, they change again. This time though, the changes…
Cash is king in a crisis
Most of us understand the importance of saving for a rainy day, but sometimes it takes a crisis like the…
Getting retirement plans back on track
After a year when even the best laid plans have been put on hold due to COVID-19, people who were…
Outsmart your biases: using investor psychology to your advantage
When it comes to decision making, we don’t always get it right. It is human nature to fall for several…
What our clients are saying about us on Google
[reviews-feed feed=1]