Financial Planning with
Purpose & Passion
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 with Touchpoint Financial.
Touchpoint Financial is a boutique, independent financial services company based in Caringbah, Sydney, lead by Graham Taylor and Rebecca Carr.
We provide financial advice to support you in becoming prosperous, so you can live the life you choose.
Graham has over 19 years experience in financial services, including 14 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 4 young children. He is therefore a great advocate for balancing life and promotes the same for his clients.
As a professional and business owner, Rebecca understands that it can be stressful and time consuming to juggle a career, family, personal life, health and wellness… and then finances on top of it all. Having Rebecca as your Financial Adviser, you can focus your valuable time and energy on doing what you love. You will be financially well organised and have the confidence you’re making the right financial decisions for you and your family.
Rebecca has been providing financial advice to individuals, families and business owners for over 17 Years. She has a bachelor of Commerce (Accounting & Finance), a Diploma in Financial Advising and is also a qualified Self- Managed Super Fund Adviser.
We offer a broad range of tailored financial services.
- Financial Planning
- Self Managed Super Funds
- Estate planning
- Wealth management
- Debt consolidation
Making your way through the forest 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.
How to get in touch
Suite 7, 381 Port Hacking Road
Caringbah, NSW 2229
Find us on Google Maps
PO Box 260
Caringbah NSW 1495
Touchpoint Financial Pty Ltd