Welcome to the Asset Financial Planners Directory

Point Financial Pty Ltd

Level 1 68 Alfred Street
MILSONS POINT
NSW 2061
Australia
02 9922 3228
02 9929 5479
Evan Byrnes - Managing Director
ebyrnes@pointfinancial.com.au
www.pointfinancial.com.au

Member of:
FPA member
Other memberships:
Associate Securities Institute of Australia (ASIA)
License provider:
Bank or insurance company or similar

Dealer Group:
Genesys Wealth Advisers
Level 2 240 Beecroft Road
EPPING, NSW 2121

Minimum annual fees:
$1,200pa

Profile

Point Financial is a Sydney based financial services firm conveniently located in Milsons Point offering easy access via train or bus and with plenty of on street parking available.

We are a fee based financial planning practice, offering fixed quote initial advice and tailored ongoing advice & service packages.

We pride ourselves on offering specialist Financial Advice and Professional Financial Services to our clients.

We have specialised in offering tailored financial solutions to our clients who consist mainly of:

• Business Owners,
• Executives &
• Professionals.

We work with our clients to ensure that their having identified their priorities and objectives that the most appropriate financial strategies are considered and agreed on with them.

We then work to ensure the strategies are implemented as efficiently as possible and that they are monitored to take into account changing circumstances and emerging opportunities.

Speciality Details

We have Recognised Expertise in Self Managed Superannuation Funds (DIY Super Funds).

We develop effective strategies for our clients to ensure that they benefit from the full flexibility and control that their funds provide. We ensure that the most appropriate contributions strategies are implemented and the opportunities made available through this super fund structure are maximised.

Other Specialties For Professionals & Executives include

• Retirement Strategies;
• Salary Packaging;
• Gearing & Investment Strategies;
• Personal Insurances
• Debt Reduction Strategies;
• Education Funding;
• Estate Planning options

Other Specialties For Business Owners include

• Business Insurances;
• Succession Planning Strategies;
• Retirement Strategies;
• Debt Reduction Strategies;
• Investment Strategies;
• Estate Planning Options.

Investment & Superannuation planning
Superannuation
Self Managed Super
Comprehensive Financial Planning
Education Funding

Remuneration
Fee for Service

Risk insurance & Estate planning
Term Life Insurance
Disability Insurance
Income Protection
Wills