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When was the last time you took a close look at your finances?

 

We take a personal approach to help you realise the potential of your income, savings and debts. See the possibilities.

As a small company, we value the simple things.

Experience & Passion

After 17 years in the finance industry, we’ve combined the best practices of the big players with the flexibility and passion of a nimble startup.

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Personal Service

Every customer has different needs and financial potential. That’s why we take the time to know our customers and not just their bank balance.

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Simple. Safe. Easy

We understand how important your finances are. That’s why we keep you informed about every decision, in plain english, without the finance jargon.

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About Us

Touchpoint Financial is a small company based in Sydney Australia, and a member of the Pinnacle Advisory Services Group.

We provide financial advice to support you in becoming prosperous, so you can live the life you choose. Touchpoint founder Graham Taylor, has over 17 years experience in financial services, including 12 years assisting individuals, families and business owners with their personal financial planning needs.

Graham has earned the highest qualification recognised by the FPA – that of Certified Financial Planner. And he is also a qualified Self-Managed Super Fund adviser.

Outside of his profession, Graham is married with 2 young boys. He enjoys an active lifestyle switching his energy to competing in triathlons over recent years.

linked  View Graham’s professional history on Linkedin

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Services

We offer a broad range of tailored financial services

Making your way through the forrest of financial jargon can be confusing. At Touchpoint, we try to make things simple. If you think you need help but don’t know where to start feel free to email or call for an obligation free chat.

Contact Us

Phone: +61 2 9526 8598
Fax: +61 2 8076 3265

Click here to Email Us

 

Business Address
Suite 7, 381 Port Hacking Road
Caringbah, NSW 2229

Find us on Google Maps

Mailing Address
PO Box 260
Caringbah NSW 1495

 

Prosperity on your mind?

We love hearing your ideas and questions about all things financial. Use this form to get in touch and we’ll respond as soon as possible.

The not-so-fine print

 

 

Privacy Statement (view)

Providing you with quality advice is likely to require the collection of your personal information. Maintaining the privacy of your information is one of our promises to you. We will only share your information in accordance with the policies contained within this Privacy Statement.

Touchpoint Financial Services & Credit Guide (view)

This guide contains important information on the services Touchpoint Financial is authorised to provide and our licensee through which we provide these services.

Touchpoint Financial Pty Ltd ATF Taylor Investment Trust trading as Touchpoint Financial (ABN 21 895 270 067) is a corporate authorised representative of Charter Financial Planning Ltd (ABN 35 002 976 294) Australian Financial Services Licensee 234665. Legal Disclaimer

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