Our Services

Point B Planning

At Point B Planning, we are committed to supporting you in achieving your financial goals by leveraging accurate and reliable information to deliver the best possible solution.

Financial planning

Building wealth and ensuring security

Financial planning is essential for achieving financial stability and security for you, your family and your future.


Financial planning can help you increase your wealth and start investing.

Wealth Building

Help devise a clear plan to help you build your savings quicker.

Debt Consolidation

Ensure your home loans and other financial debts are cleared sooner.


Asset Protection

Financial planning can secure your lifestyle, assets and family’s well-being.


Ensure your superannuation and superfunds is working hard for you.

Retirement Plan

Plan for a comfortable retirement and knowing when you can retire.

Our Approach

Keeping important things simple

We simplify the numbers and do the heavy lifting, giving you peace of mind whilst providing you more time to focus on the more important things in life, living it.

Proven expertise in strategic financial guidance

Our team provides customised financial advice to promote sustainable growth for your personal and business needs.

Innovative technology for steamlined operations

Using state-of-the-art technology to guarantee safe and smooth processing and accurate management of data.

Dependable accuracy in reporting and analysis

Count on us for precise reporting and analysis, providing a solid and reliable foundation for your home and business.

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