Move into the next chapter with confidence and excitement.
Does this sound familiar?
You earn a solid income but the question nags: "Do we have enough?"
You feel financially disorganised but you don't have time to sort it out.
Your gut says there's more you could do with your money.
Market dips and media headlines make you nervous.
There's a clearer way forward.
At Touchstone Planning, we help get rid of the angst caused by money doubts.
Who we help
Corporate Professionals Planning the Next Stage
You've climbed the corporate ladder and done well, but now you're thinking about life beyond the 9-5 grind.
We help you figure out exactly when work becomes optional, so you can make plans for what's next with confidence.
Business Owners Shifting Gears
After years of working in and on the business, you're starting to imagine life beyond it.
We'll help you figure out the best way to extract the most value from your hard work - whether you want to scale back and test the waters with part-time retirement, or dive into full retirement by selling up.
Building Your New Future After Loss or Divorce
Your life has changed dramatically, and with it, your entire financial world.
We help you move forward with clarity, creating a future that's confidently yours.
Self-Funded Retirees Seeking More
You've built your wealth carefully - now you want to enjoy it without constantly checking your balance.
We make sure your super, assets, tax and returning income streams are working exactly as they should, so you can focus on living life to the fullest.