Financial advice to help you answer the question
“Am I on track?”

Where your lifestyle and money intersect harmoniously

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

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Jane Brown

Head Accountant

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