Expert Financial Guidance Tailored to Your Ambitions

Navigating Your Wealth Toward a Secure Future

At Point 8 Wealth, we chart personalized financial pathways — ensuring a journey of growth, security, and peace of mind.

Who We Are

Personalized Wealth Guidance, Backed by Purpose

At Point 8 Wealth, we believe that financial advice should be as personal and purposeful as the life you’re building. We’re more than just advisers — we’re your financial partners, committed to helping you navigate life’s complexities with clarity, confidence, and control.

With deep expertise in wealth management, insurance, and retirement planning, our team takes a proactive and transparent approach to support your long-term success. Every plan we craft is rooted in understanding you — your values, your goals, and what financial freedom truly looks like for your future.

We’re not here to sell products. We’re here to create impact — by aligning your financial decisions with the outcomes you care most about.

What sets us apart

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🧭 Our Services

Explore the ways we support your financial wellbeing:

Retirement Planning & Estate Planning

Prepare for a comfortable retirement and secure your legacy with comprehensive planning that protects you and your loved ones.

Superannuation & Complex Investments

Shares & portfolios

Build and grow your wealth through diversified investment portfolios and effective superannuation planning designed for your future.

Cashflow & Budgeting

Gain control over your finances with personalized budgeting strategies that optimize your income and expenses for a balanced lifestyle.

Debt Management & Insurance Protection

We help you reduce, manage, and eliminate debt efficiently to improve your financial health. Secure your assets & income for peace of mind.

Tax Planning

Maximize your returns and minimize liabilities with smart tax strategies & structures tailored to your unique financial situation.

Tailored Strategies

Your goals, your lifestyle, your future — we craft wealth strategies that reflect your unique journey.

  • Superannuation
  • Retirement Planning
  • Age Pension
  • Kids Education and Personal Investment Portfolios
  • SMSF (investments)

Regular Reviews

Financial security is a journey. We regularly review and adjust your portfolio to keep it aligned with your evolving goals.

Regular Reviews

Regular investment performance analysis and recommendations for Financial health check.

Risk Management

In a shifting financial landscape, our risk management keeps your assets secure and your goals on course.

Insurance (Personal & Business)

  • Life Insurance
  • Total & Permanent Disability
  • IncomeProtection
  • Critical (Trauma) Insurance

Transparent Communication

Your peace of mind matters. We keep you informed and confident at every step.

Transparent Communication

Newsletters, Emails, messages and phone calls.

Our Approach to
Your Portfolio:

At Point 8 Wealth, we don’t just manage investments — we manage your financial future. Every portfolio we build is tailored to reflect your goals, risk tolerance, and lifestyle. Whether you’re planning for retirement, growing your wealth, or preserving assets, our approach ensures your portfolio works for you at every stage of life.

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Statistics

By the Numbers:

Trusted Results You Can Count On

Years of experience
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Financial Plans
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Assets Managed
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Satisfied Customers
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Schedule Your Appointment Today

Take the First Step Toward Your Financial Future

Our Customers Feedback

At Point 8 Wealth, our clients are at the heart of everything we do. Here’s what they say about their experience with us:

Schedule Your Appointment Today

Book a free, no-obligation consultation with me and discover how i can help you grow, protect, and manage your wealth.

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Point 8 Wealth Pty Ltd. (ABN 77 671 466 265) is a Corporate Authorised Representative (No. 1306036) of Interprec Financial Planning Pty Ltd. (AFSL 246638)

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